I’ll concede there is a bit of hyperbole in the post, but none that is ill-deserved for the kind of crap that has been thrown at outsourcing. The point being, they do benefit from it too.

The good quarter is also largely due to the fact that IT spending will slow down starting Q1, Q2 2008, it will show up in the numbers only after that, which is when services will save their skin to a great extent. And that business would only be possible because of the margins that outsourcing affords them.

There should ideally be another post of Apple and mobility in general. Just need to find the time to dig up the numbers and do a proper one than cite just gut feeling as the only available rationale.

And as always, your inputs are valued much!

Quite a few CEOs now India are people who have come back from the US.

The US market will recover, but probably never to its former glory and might, that is if we don’t have any other problems which are well ‘unprecedented.’

India has a long way to go before the vast majority of the population will have the problem of consuming things they don’t need. They have a hard time getting stuff they need right now.

Cheap banks sounds like a Nigerian spam email!!!

IBM Global Services has been their star performer for quite some time. Also, add the fact that dollar is weak, which means international revenues are pushed up by falling dollar. Having 50k employees in India in their most profitable division helps, but surely that can’t be the only reason for a good quarter.

But, I agree, that everybody will look for geographical diversification for revenue stream.

Your comment about Apple is quite interesting. I guess, you should write a separate post about it. Apple couldn’t strike a deal with China Mobile recently, probably because of Apple’s high-handedness.

and for the outsource desitination countries for themselves to start outsourcing

and for sure, in a few short years, the cheap labor market of the world will be the us of a …. will work for food will be on the top of the cv, the resume’

and, jokes aside… any system base on consumption of useless stuff cannot survive, india and china will learn that soon enough

in other news, would you like to buy a cheap bank?