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
Concept Arbitrage: Lonely Planet & TripAdvisor
The Indian Internet Travel segment is booming. Cleartrip, Yatra, Travelguru, Makemytrip – all have received substantial funding from serious names in the VC world. Their focus is primarily on looking for flights and hotels and making reservations. That means, they are focused on Search and Commerce. The Content & Community pieces of my Web 3.0
Concept Arbitrage: Hoovers, D&B, InfoUSA
Okay, so while we’re on the Concept Arbitrage topic, I would also like to suggest that entrepreneurs in India start thinking about the business of “Information”. Imagine. You have a product that needs to be sold to hundreds and thousands of businesses all over India, across various industries. It could be anything from computers, to
Concept Arbitrage: PayCycle & Intuit
I wrote a widely read Concept Arbitrage series sometime back. Here are some additional thoughts on that topic. The focus of the series is on various venture ideas that have been successful in the US, and can be replicated in India. Well, Software-As-A-Service (SaaS), applied to financial management disciplines like Payroll, Financial Accounting, Tax Preparation
Satyam’s Growth Prospects Look Solid
Among the outsourcers, Satyam (Nasdaq: SAY) today stands out as a safe global bet because it continues to consistently perform on its goals. Satyam provides information technology services and business process outsourcing (BPO) services in the U.S., Europe, the Middle East, and Asia-Pacific. The company’s approach and “Satyam Way” is in 4 key points of
Infosys Needs to Diversify Out of Body-Shopping
The rupee value may rise making Indian services more expensive, but companies like Infosys adapt. In this piece, we look at what is going on inside the outsourcing giant, and whether their strategy is enough to sustain continued growth. Infosys (INFY) delivers information technology (IT) enabled outsourced business solutions and provides business process outsourcing (BPO)
IBM’s Business Remixing
IBM announces earnings later today. I have written several pieces on IBM’s various activities, which can be found here, here, and here. In this post, I will look at IBM as a whole, and how their attempt to increase margins by increasing the software portion of the portfolio has been faring. International Business Machines Corporation
Indian GIS Market Heats Up
We’ve been talking about the US / European GIS / GPS companies, which have been hot and busy with major M&A deals: * Navteq : Bright Future if Managed Well * Place and Location Services Growth Fuels Navteq * Tom Tom + Tele Atlas: Perfect Match * Trimble’s Compelling Growth Strategy * Garmin Looks Great,
Offshoring Secrets:Offshoring versus Outsourcing
By Utkarsh Rai, Guest Author, Author of “Offshoring Secrets”. Offshoring and Outsourcing are two words that are often used interchangeably. For the purpose of this article let us define the terms in a simple manner: “offshoring”, where the organizations decide to open their own captive center in another country; “outsourcing”, where the company decides to