Accenture Ltd. (ACN)

All Comments on ACN

  • commenter
    SivBum
    May 13 10:30 AM
    HP / EDS Combo Would Be No. 2 in IT Services, Behind IBM [view article]
    Shares prices indicate to investors that the deal stinks for HP shareholders. Kudo's to Ross Perot's initial $1K investment. Reply
  • commenter
    Ames
    Tiedeman
    Apr 28 07:29 PM
    My Website
    9 Reasonably Priced Momentum Stocks [view article]
    WAG has an impressive track record of growth. The Bush drug entitlement will only benefit this name. Reply
  • commenter
    jcrash
    Apr 28 10:14 AM
    9 Reasonably Priced Momentum Stocks [view article]
    Everything is listed as X% below its 52-week low. You might want to correct that. Reply
  • commenter
    Ames
    Tiedeman
    Apr 28 09:53 AM
    My Website
    9 Reasonably Priced Momentum Stocks [view article]
    Why is DLM so depressed? Is it the cost of petrol or the cost of their food additives, peaches, etc. Will we see price increases from DLM soon? Reply
  • commenter
    Mohan
    Apr 14 05:21 PM
    My Website
    Time for India's Outsourcers to Focus on SMB Client Segment [view article]
    This is an interesting argument though not really radical. The larger service firms go after larger clients (Global 5000, Fortune 500 etc) for a reason: economies of scale. The SMBs are served by niche players, possibly SMBs in service sector themselves.

    Again, examples of big fish entering smaller ponds or the vice-versa are not hard to find either.     Reply
  • commenter
    TechTech
    Apr 07 11:47 AM
    The Coming Death of Indian Outsourcing? [view article]
    Agreed - wages are increasing 15%, are the billing rates increasing the same amount? No.
    Whatever maybe the wage increase at offshore, what matters to US customers is the billing rate. As long as that is not catching up with US rates, it will not be a problem to US customers.
    Which makes maintaining profitability a headache only for the Indian companies. The leadership in these companies need to come up with better ideas to offset that.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on ACN
    Is this a buy or a sell? Reply
  • commenter
    User 172866
    Apr 04 08:54 AM
    Time for India's Outsourcers to Focus on SMB Client Segment [view article]
    There are many companies that have already started following this approach. The Outsourcing world has more often concentrated on the Fortune 1000s. It's time that the fruits of this tree be shared with the SMB segment as well. Reply
  • commenter
    BIG BULL
    Apr 02 05:13 AM
    The Coming Death of Indian Outsourcing? [view article]
    Important is stock valuation of Indian IT companies, which is ROCK BOTTOM now, this is a BUY call !!

    Do not get in the trap of some sensational stories like this.

    Reiterate - BUY CALL     Reply
  • commenter
    pricepoint
    Mar 20 12:35 AM
    My Website
    India’s Labor Arbitrage Strategy [view article]
    Agree that India cannot sustain 15% hike but it is not that Indian companies behind it but it is the market demand. This increase is also trickling down to other sectors such as Real Estate and Services in India. Once the IT development centers in Eastern Europe and South America catch up with Indian IT salaries, Indian IT firms will have rethink but as of now they still hold the EDGE. Reply
  • commenter
    Big Time
    Consulting
    Mar 17 11:05 AM
    The Coming Death of Indian Outsourcing? [view article]
    Seven years of outsourcing experience here, with one of world's largest outsourcing organizations.

    My personal experience:

    1. The quality of deliverables to large organizations from outsourced Indian engineers is lower than quality of onshore deliverables created by US programmers, mostly due to communication issues, infrastructure issues, and extremely high turnover among Indian personnel as they job hop in pursuit of ever-higher wages and a mythically ever-more-creative job. (As ITECO mentioned, most outsourced jobs have such narrowly defined requirements that good programmers hate them)

    2. In an outsourcing deal, the quality and speed of real-time problem investigation and remeditation for critical problems is much, much, much poorer with offshore personnel due to communication issues, infrastructure latency, and lack of experience among Indian programmers.

    3. The incentive to use offshore programmers is strictly due to wage difference, especially for legacy systems which require skills which simply do not exist in India (or elsewhere).

    4. Recession will indeed force CIOs to pinch every penny, which means retaining, instead of rewriting legacy systems. This will not help the offshoring business.

    5. There are plenty of qualified US software engineers available to meet a resurgent demand for onshore programming, but they will be competing with programmers in the Phillippines, and in China, whose wages still significantly undercut Indian wages.

    6. There will be pressure to reduce the onshore executive overhead costs that are associated with outsourcing ontracts....non-contri... senior executives will need to be eliminated to reduce costs.

    So, my assessment is that India loses, China and Phillipines win, although all offshoring generally slows as recession grows, and old systems are retained instead of being rewritten.

    Cheers.     Reply
  • commenter
    steveballmer
    Mar 17 08:27 AM
    My Website
    Forget the Ratings, Computer Sciences Is My Stock Pick This Week [view article]
    In other words, buy MSFT! Reply
  • commenter
    Prideleader.
    Mar 10 12:44 PM
    India’s Labor Arbitrage Strategy [view article]
    Goa has a Portugese past and Pondichery a French one.Can Pondichery be developed into a laucn pad for French based out sourcing services? Reply
  • commenter
    ITeco
    Mar 07 09:18 PM
    The Coming Death of Indian Outsourcing? [view article]
    Economic events and entities are ultimately cyclical and natural. It's not oversimplifying to use the cliché, 'What goes up must come down'.

    Indian IT outsourcing is having its day in the sun. I think this cycle will likely peak in the next 2-3 years. It will retract, regroup, reposition and recover.

    The current upward cycle began in the late ‘90’s with the mythical Y2K crisis. US business leaders heavily exaggerated the risk. The US Federal Govt. allowed in @ 1.5 million mostly Indian programmers and drove down US IT wages. Once Indian software firms established themselves in the US, outsourcing back to India simple and logical.

    1 or 2 of you addressed the time and management issues that add to the cost of doing business half way around the world.

    The cultural tendency of programming like robots from specifications so detailed that the code has virtually been written leaves little room for creativity and innovation.

    At the back end, software designers and systems analysts in the US have to correct code when requirements change or when the code is of poor quality due mostly to miscommunication.

    I can tell you first hand there is no 'quality' advantage gained by US business using Indian engineers. It was always about price and that margin is shrinking.

    Someone used the term 'Bestsource' . I think that's exactly what is starting to happen. Strange no one mentioned the Philippines which has the second largest English speaking population in the non-western world.

    India's current IT boom will bust but they're not going away. They will adapt, improve and continue to be a major force in Engineering and Information Technology for all of our lifetimes.

    In the near future, they will experience growing pains and maturation just like everything else in nature.
     Reply
  • commenter
    Aditya
    Mar 07 12:34 AM
    India’s Labor Arbitrage Strategy [view article]
    End of the day..one cant disagree with you.But do think about this from the employee's shoes.Indian cities are becoming expensive.Forget small towns...the small towns still lack basic ammenities that they should have.Why would anyone want to work there ?
    Yes you can hire from the smaller towns itself and train them.Eventaully they would try moving into the larger cities for higher salary.
    A lot I think has to be done from the government's side.The process of getting admission is messed up and the cost of higher education itself is increasing alarmingly.Cities cant support the growth anymore.Supply can be increased with a efficient education system,and growth can be distributed by making other locations attractive.Eg :Mysore near Bangalore has taken of a huge extent,but not Hubli,Mangalore or Dharwad .
    I attended a informal session organized by few geeks all who were CEOs,CTOs etc of their startups ,few were in Wall street firms and all of them were against Outsourcing for their critical projects.Its scary...     Reply
Loading...
Symbols:
Authors:
Quick Links: