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User 157527
10 Comments
WaMu Lowers the Bar for Execs [view article]
That is outrageous. People who should be fired are getting encouraged to do even worse. They are just begging for Dems to win and go left. There is already a talk about legislating executive compensation policies. Mar 09 01:22 PMIndia’s Labor Arbitrage Strategy [view article]
The key to skilled labor arbitrage is availability of highly skilled and inexpensive labor. You seem to suggest that low skilled inexpensive labor will also do. In the early days of IT growth in NA we had experience with re-trained philosophy major graduates entering field in great numbers to satisfy industry demands. We still have them on unemployment rolls, and a new crop who will be better source then under-educated Indians. We need Math, Engineering and Physics graduates not just "smart" kids to do highly complex IT work. The companies in India, like Sridhar, are just a quick rupee artists feeding off and undermining high reputation the companies like Infosys have build over long time. Mar 04 10:59 AMThe Coming Death of Indian Outsourcing? [view article]
Central and South America are coming on line as well. Similar patterns can also be seen in Eastern Europe. Perhaps the terms "outsourcing"... and "offshoring" are about to be discarded, but in global economy it becomes not an issue of labor arbitrage, but just an issue of supply and demand? Mar 03 10:56 AMSalesforce.com FY Q4 Beats; FY 2009 Outlook In Line [view article]
I do not question superiority of on-demand (SaaS) model or quality of Salesforce.com service offering. What I really want to learn is HOW does this model work for their customers in terms of return on their investment? Did they realize improvements in their sales effectiveness, if that what they expected from this investment? In other words WHAT are the Salesforce.com (CRM) customers expectations and how do they measure their success or failure? I wait for a day when we stop evaluating tool vendors on the basis of their sales achievements and start to look at success ratio of their customers achieving expected returns on their investments. This is not a reflection on Salesforce.com specifically, but on IT industry value system in general.Chef of the very respectable restaurant in South Hampton (Silvers), once reacted to McDonald' board boasting "Served 5 million customers" with this interpretation - "Eat [Comment edited for abusive language] - a gazillion flies can't be wrong".
Mar 01 06:58 PM
What Happens to WiMax with Sprint on the Ropes? [view article]
It's a shame! I was looking forward to WiMax realiztion for a while. The NEXT thing is sorely missing in wireless market IMO, and WiMax could open market to many new subscribers. What is a probability of massive investment into Sprint by Intel or Google? Feb 29 11:07 AMAs Credit Lines Dry Up, Homeowners in Withdrawal [view article]
I understand that rising CC rates is increasing bank's margin, but it seem to me that it also drives their borrowers deeper into a hole which increases their risk. Shooting oneself into a foot is appallingly bad risk management IMO. Feb 28 12:44 PMBank of America Asks Congress for a $739 Billion Bailout: Who's to Blame? [view article]
prfssr - right on! I completely agree. Governments should get out of subsidizing and bailing out. Let the market work. Banks, and other business should learn to manage greed/fear/exposure ratios which is what management is all about (not to be confused with leadership).Weak are looking for someone to assign a blame - Strong look at a mirror. Feb 28 11:54 AM
Google, IBM and the Wall Street Funhouse [view article]
I think the two company comparison is not fair to start with - they are in fundamentally different businesses. Feb 28 11:32 AMAre Apple and Google Holding Tech Back? [view article]
Thomas, - Apple's computers and Phone are at least 10 years ahead of the competition, technology-wise.With all due respect to you and to AAPL (which I like) - there is no such thing technology-wise as 10 years ahead! I don't think over-hyping is helpful. Feb 27 11:44 AM
Why the Web Won't Kill Television [view article]
It is not a faith of television is at stake here. Anything which depends on "mass" in advertising and marketing will have to go. Internet does not deliver quantity, because it is about quality of interaction and reach to focused, qualified audience. Or dare I say - individual? Feb 27 10:39 AM