categories
HOT TOPICS
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
Cognizant’s Growth Will Come From Europe
Cognizant’s (CTSH) 45,500 employees provide global IT and business process outsourcing services, including in financial services (up 49% YoY), healthcare (up 62% YoY), and retail/manufacturing/logistics (48% YoY). With a 62% YoY growth, the question is will Cognizant maintain its speed into Q4, especially with the current market jitters? Q2 revenue posted at $516.5 million, up
Incubators in India?
I wrote a piece back in February called India Needs More Incubator Funds. I’d like to hear from investors and entrepreneurs who have a perspective on the topic, since I am working on some follow-on research on incubators for India. Please write to me here. Before you write to me, however, I would appreciate if
Concept Arbitrage: Qualys
I have talked a fair bit about Qualys in the past, and also brought to you an interview with Philippe Courtot, Qualys’ CEO. I’ve also said before several times, that the SaaS segment is ripe of Concept Arbitrage by Indian entrepreneurs. In fact, it plays to the strengths of folks in India who have domain
Concept Arbitrage: Knorr
Knorr is the largest brand of the Unilever company. They make prepared food that is sold throughout the world in grocery stores. I have often wondered why great Indian, Chinese, Thai, or French recipes are not available as prepared food … not enough, anyway … Jeff Nolan once asked me that if I were doing
TCS’s Acquisitions
India’s information technology exports will rise by 2.5 times to $80 billion by 2011 declares India’s communications and IT minister. A company that has been one of the single largest beneficiaries of this trend is Tata Consultancy Services (TCS.NS). TCS has rapidly set up centers in nearly every continent. With more than 90% of revenue
First-time Entrepreneurs in India
Aparna Chennapragada is a graduate student at MIT’s Sloan School of Business, who is doing a research project on the challenges in building technology startups in India. As part of her research, she is looking to interview Indian entrepreneurs, particularly first-time entrepreneurs, for their perspectives. From an entrepreneur’s view, some of the issues she is
Concept Arbitrage: Pottery Barn
While we’re on the topic of Concept Arbitrage and retail stores, one that I would like to see scaled in India is the Pottery Barn concept of Home Furnishings. The two brands that I have seen as possible players are Anokhi and FabIndia. Fabindia’s first retail store opened in New Delhi in 1976. Today, Fabindia
Concept Arbitrage: Fedex Kinko’s
Sahad reports that Sequoia has invested in a company called Printo that is building a chain of Kinko’s like stores for printing and copying services. “It currently has a chain of six stores across Bangalore, and plans to open 250 retail outlets over the next three years across the country.” This is an interesting concept