Investing in Technology Ventures: Spreading across the globe Spyros Trachanis Investment Director NBG Venture Capital
Investment Value in billion USD Venture Capital in the US: stabilized NBG Venture Capital
But investors and companies now look beyond Silicon Valley § § § Remote development centers for cost reduction Leveraging larger talent pools Moving closer to global markets § § § NBG Venture Capital Broadband in Asia China largest and fastest growing mobile telephony market in the world New centers of venturing activity: Silicon Valley clones
Outsourcing: Go East! § § Gartner: Up to 25% of traditional IT jobs situated in emerging countries by 2010 India leads the outsourcing wave § § § NBG Venture Capital 80% of offshore IT outsourcing market 200. 000 fresh Indian IT graduates p. a. and excellent quality technical education € 400/month entry salaries China, Russia and the Ukraine Outsourcing specialists: Ireland, Israel
Emerging Tech Superpowers China: Hardware and Semiconductors Switches and routers n$3, 8 billion Sales PC’s and handhelds n$2, 3 billion Sales NBG Venture Capital India: Software and Life Sciences IT Services n$1, 4 billion Sales n$10, 2 billion Market Cap n. IT Services n$1, 1 billion sales n$11, 2 billion Market Cap
Israel as an annex of Silicon Valley § § § NBG Venture Capital 100 Israeli tech companies listed on NASDAQ Q 1 2004: 111 deals, $ 323 million invested $1. 5 billion expected to be raised by Israeli funds in 2004 Wireless and security among focus areas Could Israel be running out of capacity in relation to talent?
Where is Europe in all that? § Technology industries where the EU maintains competitive advantages: § § Single European market progressing § § NBG Venture Capital Automotive Aerospace Communications Growing cross-border M&A Larger, Pan-European companies
Takeaways for Greek tech companies § § Be extrovert – The Greek market is not enough Leverage Greece’s geographic position: § § § NBG Venture Capital Regional players Engage with larger European companies Collaborate with Israel Focus and develop two-three areas with comparative advantage Avoid high volume, low-margin business: China and India will win!
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