The Economy

One of my readers asked me for comments on the outlook for the global economy. I saw this post on Paul Kedrosky’s site which I think does a very good job summarizing the situation, which effectively, is demand exceeding supply in every dimension. [It’s actually a passage from FT].

India’s Labor Arbitrage Strategy

It has been an interesting few days of being on the receiving end of tremendous hate mail due to my widely syndicated and (looks like) read and discussed Death of Indian Outsourcing article.

Trend Radar 2008: Offshoring

Did you know, China now offshores manufacturing to Vietnam? If Pakistan behaved itself, may be India would start offshoring some call-centers over! In 2008, outsourcing, offshoring and globalization are likely to continue as major trends. Rising wages in the most popular offshore centers (especially Bangalore), are eroding the cost advantage that drove this business to

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In France, Failure Sucks

We have had some discussions in the past here about how Silicon Valley’s success owes itself to the fact that risk-taking is encouraged here, and failure is not a stigma that you have to carry throughout your career. I recently attended a roundtable at Stanford with a delegation from France, where this topic came up

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Online Travel and Orbitz, Expedia, Priceline

I wondered earlier if Priceline (PCLN) would reach its all-time dot.com high of $104/share ever again. The company not only reached the target but exceeded it, and is currently trading at $120/share. Priceline recently posted earnings for Q3 totaling $104.4 million versus $48.8 million in the same period a year ago. Excluding one-time items, Q3

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Turning Around LeapFrog: CEO Jeff Katz (Part 9)

SM: In the next 10 years, do you see LeapFrog morphing into more of an online company as opposed to a toy company? JK: I think we will be more of a content company, and by that virtue, I think we will be more online. SM: At some level these chips may not be necessary.

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Do We Need More Funds in India?

Someone posed this very appropriate question in response to my Incubator Fund series. The answer is No. However, what we need is two things:

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

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