On my last trip to Bangalore, one of my partner CEOs commented, “people are getting tired of your Infosys analysis and articles”. The next day Infosys declared results, lacklustre, a 6% drop in Q-o-Q earnings. Most articles blame the Rupee which has appreciated 7% versus the dollar. But there are many others which have not [...]
Archive for July, 2007
Infosys Rattled
Posted in Uncategorized on July 13, 2007 | 1 Comment »
2nd Year anniversary
Posted in Uncategorized on July 4, 2007 | 2 Comments »
2 years ago, this day, was my last day at Intel. I have enjoyed every bit of it. Excited about some of the companies and concepts I am working with, continue to play Golf regularly, hoping to tee off on the course we are building at Bangalore. and at Royal Springs, Srinagar, the best course [...]
What do I tell my Caddie ?
Posted in Uncategorized on July 4, 2007 | 7 Comments »
I have a caddie named Prahlad, he is 60 years old, retired from a local transport company, a caddie for the last 30 years at Poona Club Golf Course. I pay him Rs 100, US$2.5, for a 9 hole round, when I rarely play a 18, Rs 150. He asked me to get his 22 [...]
Infosys gets Desperate
Posted in Uncategorized on July 2, 2007 | 2 Comments »
I have previously written on my blog about the Infosys bubble. Last week there was a rumour that Infosys may bid for Cap Gemini a French services company. This act is nothing but an act of desperation based on exactly what I had predicted. I love blogs because they document lose talk. Why is Infosys [...]
