Saturday, December 24, 2005

SIFY's assets

REDF is focused on Rediff.com. It is sorta like how YHOO started, focusing on Yahoo.com (Yahoo is only now acquiring companies which have a substantial web audience, e.g. del.icio.us.. In the past it has acquired back-end companies, -INKT, BCST, Overture).

SIFY probably doesn't have Sify.com as a major asset. But it does have some other significant properties.

Sifymax.com is geared toward the broadband internet user in India. Good for movie related stuff-something which Indians adore...and can be a major source of advertising revenue.

Khoj.com is Sify's directory. It is searchable within itself, and could be a substantial property if it catches on (like Yahoo Directory).

Samachar.com is a News aggregator. Very popular with the NRI (Non Resident Indian, or Indians living outside India) community, Samachar is also reasonably well known in India. Remember that Yahoo News and Google News are extremely popular services---if Samachar can establish itself as a reliable and relevant source of news, this can be a very valuable asset for SIFY investors.

On another note, still no signs of affiliate marketing in India. Notice the success of Valueclick, VCLK, in the developed world, and you will realize that sooner or later this will also be a major area in the Internet sector of India.


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Sanjay John G.


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