Monthly Archive:: March 2014

IBM Remakes Itself

You can bet IBM Global Services doesn’t want any more earnings announcements like its Q4 2013 report.  Big Blue posted year-over-year revenue growth of only 4 percent instead of the 7 percent it indicated just three months ago and its 5 percent Q3 growth. Its margins are good, but clearly IBM has a growth

What I Found Out at NASSCOM India Leadership Forum 2014

Conversations at the recent NASSCOM India Leadership Forum 2014 in Mumbai were injected with a dose of confidence and optimism — but were also guarded in their outlook for India’s growth in the global services market this year. Central to the message is that the industry is on an upswing. I noted that the

Accenture, CSC, IBM and Infosys Can Expect Lower Wage Inflation in Europe

Wage inflation in India for engineering and IT talent has been going up consistently because the demand exceeded supply, particularly for experienced talent. But Everest Group is making a bold prediction that we we will see a lowering of the inflation rate in India, Europe and, to some degree, in the Philippines over the

That’s My Story and I’m Sticking to It!

It’s going to happen. I’ve been blogging since last May that the current U.S. immigration status is unsustainable and change will happen. And when it does, here’s what’s at risk: the heavy use of offshore talent in the landed model, as practiced by the big Indian service provider firms. Although at times on this