David Tsao

Who Will Benefit from Saytam's Failure?

To add to Hamilton's comments, the company may not recover if they have a growing employee defection problem. Regarding Andrew's original post, you don't know what the increased scrutiny will reveal with respect to other business dealings outside Satyam.

There is enough ammunition for some customers take this incident, along with the the rash of terrorist incidents last year and look at other BPO vendors in other countries as Analysis Caution points out. Hence, best not to pull a quick trigger on WIT or INFY just yet.

Satyam: A Shameful End

Instead of watching the Indian IT Majors, watch what Satyam's global customers will be doing. If they start to move, other clients from WiPro to Infosys will want assurances that they're doing business with a company that has solid governance. IBM Global Services may want to seize this opportunity to take market share.

PWC isn't looking good here.