Accenture Should Roll-Up Indian Services Companies

Is Accenture (ACN) still in the body-shop business model? Yep. Why ruin a good thing when it’s working, some would ask. And India continues to be a strong leverage point for Accenture’s outsourcing activities, with a new consulting center opened in the last quarter. This was also reflected in the 40% increase in staff being

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Infosys In Light of Recession Fears

The general feeling of the West has been that the rise of the rupee would slow down the immense growth of business being funneled into India. The reality is that growth continues to boom in India, barely slowed by currency exchange rates. The short term looks alright for Infosys (Nasdaq: INFY). Infosys’ Q3 revenues posted

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SuccessFactors, An Early IPO

Yesterday, I looked at the new IPO NetSuite. Another SaaS company that has gone public is SuccessFactors. We will look at the company in detail in this post. Founded in 2001, SuccessFactors (Nasdaq: SFSF) is a leading provider of on-demand performance and talent management solutions. Its online employee appraisal software automates the performance review process.

Time Warner’s Restructuring

Time Warner’s (NYSE: TWX) shares have gone nowhere during the past five years and shareholders have been crying for radical action. The Company has appointed Jeff Bewkes as the new CEO. He is expected to turnaround the entertainment conglomerate by taking some tough decisions. Here’s what I think Time Warner should do.

NetSuite Could be a good Buy

In my post Trend Radar 2008: SaaS in SME, I said that in 2008, SaaS will penetrate the SME market in a big way and that NetSuite (NYSE: N) will be one of the beneficiaries of this trend. It provides enterprise resource planning (ERP), customer relationship management (CRM) and e-commerce applications for mid-size businesses. NetSuite

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Salesforce.com should not drop the SME ball

As we discuss SaaS, in the Enterprise and in SME markets, the first company that comes to mind is Salesforce.com (Nasdaq: CRM). 2007 was an excellent year for Salesforce.com. It crossed the 1 million mark in subscriptions. Its stock price has increased almost 50% from $36 last year to around $53. It hit a 52-week

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Omniture’s SaaS Offering is Critical to the Web’s Future

In yesterday’s post Trend Radar 2008: SaaS in the Enterprise, I mentioned that Omniture with its specialized application of Web Performance Management is gaining ground rapidly in the enterprise. According to a recent report published by IDC, the Web analytics software market reached $397.5 million in 2006, a growth of 25%. Over the next five

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Time to Buy Comcast?

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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