Infosys Technologies Ltd. (INFY)

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  • commenter
    User 220192
    Jul 01 08:06 AM
    PINs and Needles: PowerShares India ETF Suffers Inauspicious Debut [view article]
    If Indo-US nuke deal goes through, the first company to benefit out of it will be Areva T & D ltd. Reply
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    Arch
    Jun 18 03:17 PM
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    Is there any way to invest in India's Reliance Industries? Doesn't seem to have any ADR for that one. Would be good to get a piece of Reliance. Any suggestions will help. Reply
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    trimalli
    Jun 17 12:46 PM
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    What about iGate? Could be the biggest winner of all! Reply
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    Michael
    Justin
    Jun 16 07:32 AM
    India's Exploding Real Estate Market: Shades of the Florida Condo Bubble [view article]
    Searching for truly luxury deluxe condos in Bangalore (Rs10,000/sq ft and higher)... seems that developers throw the word luxury around a lot but the per sq ft rates dont measure up... anyone have any details on proposed or existing properties that would fall into this top tier? Reply
  • commenter
    Atul Hajela
    Jun 09 12:17 PM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Has anyone considered a simple reason for all the failings of India - The usage of "English" language by the government, intellectuals, the industrialists, the decision makers, even the Films and TV media?

    Imagine common people in US understanding "english" and the government, industry, intellectuals operating operating like "French" people using French language! How innovative US would be??

    Thanks for your time.     Reply
  • commenter
    bonchibuji
    Jun 08 08:05 AM
    My Website
    Infosys, Innovation and the Changing Face of IT [view article]
    Nice one Soham....I have been writing and talking about the necessity of these kinds of innovations from Indian IT. "It's innovation and ideas that will keep a company up."

    The sad part is that among the other majors, I believe TCS doesn't even think about having an R&D group..

    and Wipro was once the biggest 3rd party R&D in the world..now, that is also in shambles.....Hope they will wake up and come around...

    anyway, nice analysis....thanks...     Reply
  • commenter
    Soham Das
    Jun 06 08:11 PM
    My Website
    Infosys, Innovation and the Changing Face of IT [view article]
    Hi All,
    Nice to have you all here..

    @Thomas, I don't know if you gave the links a read, but on Jump Up! [the blog to which I have linked] in fact at the end signs off with this thought that, there is a huge cusp between getting patents granted and implementing them in a business, especially one like this. So the point was always acknowledged. Yet the takeaway essentially is, Infy at the end of the day is showing some real initiatives to stay at the top of the next wave of outsourcing.

    And what remains,yes, Finacle is indeed a milestone in their business and received a lot of rave reviews from Gartner as well.And I do see, Finacle being a clincher, but unfortunately it is just one single product in its line.
    But understand this, that in the coming years, Infosys will really not be earning its bread and butter from maintaining and developing databases and servers. It will be moving in areas and domains which is not even its core strength, thus perhaps even changing its entire core competency in the process, moving higher up in the chain. And as again said, Infosys is just now happy with maintaining world's servers, it wants to actively develop and have stake in them, which again is a good news.

    @Quixote, Most of the points I have covered with a reply to Thomas. Yet, some more clarification is needed. Some of the areas are indeed outside Infosys' tradional business domain, like grid computing, pervasive computing etc. But in the coming years [read half a decade or so], the way the world carries out its projects will change too. So in effect, what is a weak point today can be made a strong point tomorrow by investment and focus, which Infy seems to be doing fine. And secondly Infy has to move up the value chain before the third wave comes in, so its imperative to explore newer areas rather than beat around the same old bush.
    Incidentally Infy's research initiative reminds me of GE and Honda in its own humble ways. [I know I know,presumptuous to even compare them]. But think of it, Honda's robots and cars have very less to do with each other, yet Honda is pursuing those frontiers aggressively.
    GE is not exactly known as a semi research company, but in Niskayuna it has a dedicated site to research and develop cutting edge solid state devices.
    Hope you get the point.     Reply
  • commenter
    Quixote
    Jun 06 06:05 PM
    Infosys, Innovation and the Changing Face of IT [view article]
    Firstly, as Thomas noted, the commercial value of these patents is not clear. Also, unless one obtains truly 'breakthrough' patents (which are rare), the volume of patents dont really mean much. And 100 in 18 months is not really a large number when you compare that to other 'IP based' companies of that size (in fact its quite small).

    While it is good that Infy is trying to move away from a 'body shop' model, it is not clear whether they will be successful at it; note that Infy has been trying to move into IP since a long time (more than 10 years). Maybe they are investing more into it these days.

    Also, some of the areas quoted in the article are not Infy's core strengths; success in those areas is going to be significantly more difficult than growing employee count.     Reply
  • commenter
    Thomas
    Victor
    Jun 06 01:18 PM
    Infosys, Innovation and the Changing Face of IT [view article]
    Frankly, the commercial value of these patents is not clear at all.

    Lots of software patents are just commonsense and not worth anything.

    As far as Infosys getting more into IP (intellectual property) goes, I'm more optimistic about INFY's mega banking software product 'Finacle'

    May 28th: "BBVA, one of the top 15 banks in the world, will implement Finacle Universal Banking Solution.....As a strategic imperative, the bank decided to replace legacy solutions with a leading world-class banking solution."

    That sounds very promising - there must be a lot of big banks around the world that need that kind of leap from old banking systems to state of the art systems.. and I'veseen a LOT of expensive failures - success at BBVA could be the start of something really big for Finacle.     Reply
  • commenter
    Jonathan
    Liss, SA
    Editor
    Jun 06 07:28 AM
    Infosys, Innovation and the Changing Face of IT [view article]
    Earnings Per Average Diluted Share Reply
  • commenter
    Backwash
    Jun 06 07:24 AM
    Infosys, Innovation and the Changing Face of IT [view article]
    What are "EPADS"? Reply
  • commenter
    Deepster
    Jun 04 07:13 AM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    For some reason, I dont see the link appearing properly. Go to livemint.com > Corporate News . Article is dated June 06 2009.

    www.livemint.com/2008/...     Reply
  • commenter
    Deepster
    Jun 04 07:09 AM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    While I do agree with a lot of the observations, there is activity that is going on. Check this recent article that i came across:

    www.livemint.com/2008/...     Reply
  • commenter
    delam
    May 31 12:16 PM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Dear sir,

    I am an Indian Airforce engineerand innovator having 20 yrs exp on the maintenance of the flying machines. I have designed a vehicle that moves up straight to any height on the earth. It needs earth's contact to travel up . Hence it's journey is limited to the heights on the earth. It's journey is speedy, very smooth and it can carry great loads or passengers up. . This is the ultimate in the hill transportation technology. I visualise the mt everest a tourist destinastion in very near future. This vehicle is absolutely weatherproof . Wind ,rain or freezing temp has no effrect on this. That is why I say that this machine will realise the commonman's dream to be on the top of the world with complete safety and in cheapest possible way.It has a great tourism potential on the Himalaya,the european Alps and other peaks of the world .It will make the settlement on the inaccisible peaks much easier .For example the movement of a truckload of cement or passenger load from the punjab plains to the hights in Himachal eg .Shimla can be transported in 30 minutes flat at the fraction of the cost by the road transport.This machine is capable of making living much cheaper and comfortable than in the plains .I have tested the concept several times and each trial promises new use of the vehicle. It can revolutionise the mining industries by lifting the ore etc from the depth at the fraction of the cost by the present methods .
    delam_rathour@yahoo.co...


     Reply
  • commenter
    dru
    May 29 05:36 PM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    What is so interesting about this article to me are the comments. And I suspect mark (correct me if I'm wrong) is attempting to motivate us smart Indians into solving Indians woes through innovation. As someone had put it "blamestorming&qu... - so much “ink” used for congratulating or correcting mark.

    Raised entirely in the US (over 40 years), I've just started working closely with some really talented and clever group in India. I had a lot of expectations but one I was not prepared was the aversion from doing it differently. Like American investors – a school of fish. Enough said.

    My idea …

    Hey you new billionaires, how about backing an organization whose agenda is to combat the top ten social, economical and environmental problems that are suffocating India.

    Fund only the vetting, assessment and marketing of ideas. Then throw the ideas into the public domain (dare I say open) for someone else to implement. At some point this meat grinder would gain some traction and provide the genesis of a new way of positioning problems. A 10year plan before shutting it down. (Details to follow in a white paper or global summit)

    With the execution in somebody else’s hands with an alternate motivation to implement. Maybe, just maybe this could get India out of the “British raj stupor” (service only nation) and start having Indians start doing for India what they have done for other nations. (my apologies for the editorial rant)

    Dru.Kapadia@gmail.com
     Reply

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