ratsharp

How Much Longer Will Indian Outsourcers Offer Cost Advantages?

outdate way of analysis .. you can generate n no. of scenarios using x combinations of currency and wage inflation..

why dont you take the PV of these benefits ... you will hit upon a new conclusion ( try it)...

no effort made on assuming stochastic currency rates ..or a step function ... try to bring some novelty..try to incorporate cycles in your assumptions

and again .. lots of numbers and information without any conclusion and insight on where are you leading us to ... dont tell me that we shd look forward to a possible event in 2017 ...

Wipro's Infocrossing Acquisition Could Herald A New Age of Buyouts

Dear Dan...
PLAIN ENGLISH Please do not inundate the blog world with such ridiculous arguments as" The whole world knows" ..."plain english" et al.
Give intelligent answers such as :
- Expect a higher NM from current 5% ( comparable to other leaders in this space like HCL Technologies .. of 18-20%) from this business , once the interest exp are removed and some "wipro premium" on margins
- improvement in capacity utilization from 50% currently to higher ..say 75%..
- bought at 2.5X sales by a company which is at 5X+ sales...
- look at rev/employee multiple , compare to other IMS players ... and compare with wipro's existing multiple

Since obviously you dont want to talk about accounting but about the bigger picture ..Atleast Be Concrete in your responses