Why material anyway? - Infy, Infy where's Infy?

Tuesday, July 12, 2011

With Aadhaar well under sail Nandan Nilekani's hands are full. And with all the other founders saying buye to executive positions , Shibulal and the new CFO turned out witht he Infy ethos core well on display. We are just doing our jobs..no grest plans..In that light a $8 bln giant in IT services seems almost certain to keep its leadership position and will need to show all members of the press as lead, that sector groth prospects are not the same as they were in the last decade, no automatic revival of prospects waiting for them but the existing outsourced business is staying. And that is a humongous portfolio in itself. 

India's IT services will always have an annuity business of $64 billion or INR 3 tln every year on the trot and that is all the industry might amount too as Exports take off in other sectors including Gems and Jewelry

a 5.3% QoQ decline in net profit is significant but only till lesser mortals from HCL and maybe Satyam's new owners TEchM catch up on the yield. The rest are doing the wafers business in new york already, eh! CTS strategy being the volume of discussion here..

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