Concept Arbitrage: YouSendIt

Similar to eFax, Indian entrepreneurs can also look at the YouSendIt service as a Concept Arbitrage opportunity. It is on online service for large file transfers. Here is the pricing, which you need to be able to undercut by 75%.

Concept Arbitrage: eFax

There is another type of concept arbitrage that Indian entrepreneurs ought to think about, which I discussed at length with Sridhar Vembu in the context of Zoho. That is, taking an already successful product, service, or SaaS and dramatically undercutting on the basis of price. Sridhar is mainly trying to undercut Salesforce.com on CRM. Here

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Accenture Has Survived the India Onslaught Well

Based out of Bermuda, one first wonders if Accenture is a fly-by-night. But this is hardly the case. The former Andersen Consulting, tainted by Enron, is now a $20 billion strong management consulting, technology services, and outsourcing company. For Accenture, consulting represented 60% of revenue ($11.86 billion) and outsourcing 40% ($7.84 billion). Despite the current

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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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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

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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

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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

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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

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