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Archive for May, 2008

[Prior posting here on my other blog.]
A couple of days ago Microsoft showed a limited demo of multi-touch technology for their upcoming Windows 7 operating system. Microsoft’s next operating system with built-in multi-touch technology is expected to enable a whole new set of host of touch-screen applications. Microsoft Chairman Bill Gates said, “Today almost all [...]

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There has been a lot of buzz around Microsoft’s Live Search Cashback program that was announced recently. Most of the commentary has been along the expected lines – Microsoft is the perennial villain and anything it does has to be ridiculed. Consequently, there are very few positive reactions to this move from Microsoft. [...]

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HP on May 20th reported slightly-better than expected 2008 second-quarter numbers.   Revenue at $28.3 billion grew up 11% from year-on-year.   It also raised the year-end revenue guidance from $114.2 billion to $114.4 billion.   More financial details are available here.
EDS, Emerging Markets, Cost-Cutting – Great Confluence!
I believe that HP is on a solid ground to move to the next [...]

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We have been hearing about Telepresence for some time now.   Its primitive form, video-conferencing, has been around for a while.   Now I think we are at an inflection point in the technology maturity level.   Admittedly, Telepresence technology has a better use in other industries than in IT Services/BPO.
New Opportunities
Indian IT companies have hit a slow growth path due [...]

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HP’s plan to buy EDS for $13.9B is one of the bigger news of last day or so and it obviously has everybody’s attention.   Analysts, bloggers and just about anyone in IT has already commented on this development with much more insight than I would have.   A lot of strong theories are floating around as to why [...]

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The recent news that MindTree Consulting is planning to acquire 32% stake in AztecSoft indicates that the Outsourced Product Development (OPD) market is finally entering the consolidation phase.
Consolidation – A Matter of Time
While the consolidation in Indian IT industry has been predicted for a long time now, this still is a significant development in [...]

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