Dr. Rathi Dasgupta

GLG News by Dr. Rathi Dasgupta, Managing Partner

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Feb 2011 - Cognizant is positioned as India's No. 3 IT services vendor

June 30, 2011

Analysis of:Cognizant Reports Fourth Quarter and Full Year 2010 Results | news.cognizant.com

Cognizant Technology Solutions Corporation (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process outsourcing services, today announced its fourth quarter and full year 2010 financial results.Highlights – Fourth Quarter 2010Quarterly revenue rose to $1.31 billion, up 45.2% from the year-ago quarter and 7.7% sequentially.Quarterly diluted EPS on a non-GAAP basis, which excludes stock-based compensation expense, was $0.70, compared to $0.50 in the year-ago

Appreciation in Indian Rupee will affect Outsourcing to India

November 19, 2007

Analysis of:The Other Side of Rupee Appreciation | www.merinews.com

Outsourcing is the trend of the hour. It is mostly done to take advantage of wages cost arbritage. This processes is possible because disparity in values of different country currencies. Appreciation of Indian Rupee against US Dollar by an unprecedented percentage of 12%, has threatend the exporter in India. The profit margin for exporter to retailer has been completely eaten up by this appreciation. The fastest growing industry - IT & IT enabled services are also affected by the same, their profit margin has come down from 30% to 18 to 20%. IT organizations are thinking of introducing a six day week, increase daily billable hours and also change the resource loading by putting higher percentage of low cost employees. The last measure will affect the delivery quality.

IT Services - India in 2020

August 10, 2007

Analysis of:What will the IT Scenario in India look like in 2020? | www.linkedin.com

This article is asking the most relevant question in terms of IT and ITES offshoring to India and other low cost centers. It focuses on India in 2020. It tries to explore opportunity space and challenges.

EDGE - is it a threat to 3G? High on Watch List

March 16, 2007

Analysis of:EDGE Evolution is going to kill 3G? | www.electronique.biz

EDGE is a product of 3GPP project. It is 3 times faster data/voice transmission, capable of data capacity is also 3 times compared to GPRS. It is capable of 3G like services.

Captive IT centers - Real Life Analysis

March 16, 2007

Analysis of:Captive Centers: A Simple and Complete Solution for your IT Multisourcing Needs | www.sinapsis.com

Companies are going for Captive IT centers in India to leverage the cost advantage and implement the corporate control. The Cost Advantage is around 1:3.5 and the control is 100%. There are lot of success measures for the same and also in reality issues as well.  The captive center carries the brand of the corporate and so overtime all the corporate structure and benefits need to extend to them. Though the cost of production is almost the same as the outsourcing scenario, the captive center becomes an asset as well a liability for the corporate. Verticalized captive Center is the recent trend. It offers domain expertise as well as technology competency to an employee. Companies also become better equipped to handle IT consulting vendor in terms of price negotiation.

Retail IT going Big in India

March 15, 2007

Analysis of:SuperValu to launch IT operations in B`lore | www.business-standard.com

After Banking, Insurance, ERP and Telecom, Indian IT companies are concentrating on creating Retail specific IT solutions in India. Wipro and Infosys have created strong retail practices and have gone ahead to do research on technologies such as RFID. Large Retailers are also setting up IT captive centers in India.

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