Infosys Technologies Ltd. (INFY)

All Comments on INFY

  • 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
  • commenter
    Savita Kini
    May 26 03:28 AM
    My Website
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Mark:

    You have covered a lot of points in your article. You have understood a lot about India, though at a very high level. This understandable because you have really live in India and really experience the culture inside/out

    Let me cover a few points that I have observed -

    1. Patents are not the only indication of innovation. Especially when the concept of Patent itself was a construct from the US and then spread out through the rest of the world. Lot of India entreprenuers are not 'english speaking nor technology savvy' that they understand 'patent'. There is a lot of 'crony entrepreneurs' who have done some interesting things, amassed wealth for themselves and for their next 4 generations. They don't pay taxes, hence don't declare incomes, do business in black, bribing is common and are in bed with the corrupt politicians. Since my return to India I see much of wealth and growth coming from this sort of crony entreprenuership, leaving the rest of the either honest entrepreneurs or the underprivilegded to fend for themselves. They are never going to Angel investors to those who really need the money that could benefit the masses and really take India on a steady growth path.

    2. Culture is a huge impediment. Indian culture of 'deference' based on age, gender, caste, religion is so deep rooted, that it will take enormous of 'brain unwashing' to really allow the younger generation to some free spirited idealism and innovation. Like some one else mentioned, there has to be a burning desire to do something, to make an impact. But if you have a large majority of 25 year olds in this country already becoming cynical and satisfied with what they have achieved, then you are not going to see innovation. Even the captive R&D centers are not able to capture more out of the talent because of 'cultural problems' with their engineers. Engineers will say yes to their managers or to the clients - whether it's an infosys or a google-India.

    3. Gender discrimination is still a huge problem. I see very well qualified women from even top institutes like the IITs/NITs who could potentially fill the gap in the 'talent shortage' staying at home either by choice or because the societal brainwashing. How can you create a diverse workforce if 50% of the intelligent population is being shunted into the 4 walls. Innovation thrives in diversity. Even in silicon valley, it was the european, india, chinese and japanese immigrants that pushed the frontiers of innovation.

    4. Lack of angel funding and corruption will continue to be the biggest road blocks. I have known of entrepreneurs with very neat ideas in the restaurant and retail business struggling because of lack of funding, corruption in licensing etc. Even the most successful entpreneurs who are now millionnaires don't believe in giving angel funding, but they would rather send money into their foundations because it gives them more tax breaks. That is also important but a few lakhs in angel funding by 100 individuals across the country could really benefit this country. Maybe if the government included tax breaks for high net worth individuals to invest as angels, we will really see more businesses coming out faster.

    Let me just end for now.

    savita.
    Reply
  • commenter
    DrMoriarty
    May 24 12:30 AM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Common misconception is that India has a great education sytem. That is false. India has a great competition system that masquerades as the education system. Thus, this system's products are ultracompetitive youngsters who, when let loose in a conducive environment, thrive beyond ones' wildest imagination, for example the engineers and doctors of Indian origin in the US.
    Second, India ia a versatile petri-dish. Too many people being born (it is a good thing). Thus genetic material has avenues to go through lots of iterations and produce the fittest individuals with great survivial instincts.

    Finally, India will innovate; but not in terms of what the West calls as innovation. India is a world unto itself. The system will start producing innovations for the system (to heck with the Western construct of patents; it is like Google v. Microsoft--letting everyone access information versus controlling information. Case in point, and tongue in cheek, of course, Dr. Mashelkar was in news for having allegedly plagiarized from a Bristish paper, you know what? The intellectual property policy for the Govt of India; now that is chutzpah. Or is it? Maybe he believes in freewheeling information:))     Reply
  • commenter
    TechWatch
    May 22 10:31 PM
    My Website
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Very well analyzed. What the valley did for US, something like that in India will help. Access to funds (and rich people interested in investing), brains, and supportive (non intrusive) government policies. Bangalore was touted as the valley, and to an extent it did happen. Wait for the next wave! A lot of innovative ideas are there - it's just that the funds and ideas don't meet easily in India's business ecosystem.

    techwatch.reviewk.com/
     Reply
  • commenter
    Ravindra
    Neriyanuri
    May 20 02:16 PM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    Three things why innovation seems missing:
    1. We like doing what is being told (could be due to our culture). That's the reason we have great service companies (Infosys, Wipro, etc) and the customer should pay for us to think. Innovation should not be about volume or margins
    2. Inability to take risk.
    3. Innovation comes from within, not from market demand or competition. It comes from passion, a burning desire to be original, simple, useful and commitment to quality     Reply
  • commenter
    bjlchem
    May 20 11:58 AM
    Where Are India’s Innovative Companies, Products and Solutions? [view article]
    The idea of customer sservice needs to enter the Indian psyche. No matter where you go, banks, cell phone rentals,railways, Income tax dept., airlines etc the lack of decent customer service is missing. Even my chartered accountant shoows a total lack of customer service. Everybody is looking for a quick buck without any sense of obligation. In India there is a total lack of need to service the customer promptly with efficiency. A simple thing like an income tax refund is unheard of. Lets not get too sophisticated but look at simple things in daily life. Reply
  • commenter
    keemia
    May 19 02:40 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    What's the idea behind getting into CDNS? Valuation, technicals, both, other? Reply
  • commenter
    Chungst
    May 19 12:07 PM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    "[Mark Yusko states] the top holding for many of these funds on their 13F is likely not their best idea, but rather was their best idea and has simply appreciated the most."

    That makes sense due to time lag of the filing coupled with the fact that cream (over time) rises to the top -- the biggest exposures ought to be the ones that has "legs" to run (Mastercard is a good example). In contrast, gunslingers are typically the types that place huge bets at the outset as opposed to building up a position over time.

    Cheers     Reply
  • commenter
    M.
    Weinstein,
    SA Editor
    May 19 11:02 AM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    Thanks for the correction, Richard. I believe it referred to Berkshire, actually - BRK.A or BRK.B. Post updated accordingly. Reply
  • commenter
    Richard
    Schweitzer
    May 19 10:52 AM
    Leading Hedge Funds' Best Ideas and Consensus Picks [view article]
    Brick Income Fund A is
    BRKQF     Reply
  • commenter
    Eclectic
    Investor
    May 17 02:37 PM
    My Website
    Seeking Alpha in Indian Real Estate [view article]
    Would like to refer you to an article I sourced and built upon eclectic-investor.blog... [[do leave your comments on my site]] Reply
  • commenter
    Eclectic
    Investor
    May 17 02:17 PM
    My Website
    India's Exploding Real Estate Market: Shades of the Florida Condo Bubble [view article]
    Dear Nitin Singhal, you seem to have completely ignored something called negative equity. Is there not a possibility that the return on my real estate delivers less than my mortgage over 25 years? Reply
  • commenter
    Eclectic
    Investor
    May 17 02:14 PM
    My Website
    India's Exploding Real Estate Market: Shades of the Florida Condo Bubble [view article]
    I read all these comments and shudder. Yet I know people thinking not twice before picking up a 3-bed (1200) sq ft apartment in santa cruz for 2.3 crore. This same stuff was availble for Rs 60 lakh in 2002. Reply
  • commenter
    Eclectic
    Investor
    May 17 01:14 PM
    My Website
    Seeking Alpha in Indian Real Estate [view article]
    I know of villagers who have become instant millionaires and brokers who have become builders. I think cycles occur, and if you are present in a cycle at the right time, you ride the crest. Nonetheless, I see in Mangalore, gulf-based Indians, are starting to pick apartments for Rs 3000 per sq ft, in a place, where electricity is hard to come by. These were rates that existed in 2005 in Mumbai suburbs. I have been given a quote of 3900 psf in a place like Bajpe, with stories of 4 -lane highways and new airport etc. Well, Im not saying these things dont work. they do, but entering at the top of any cycle doesnt. Today, we are at the top! Reply

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