Don’t vent out, (Re)invent

Indian IT Services companies have enjoyed an unprecedented ride for over 20 years; the industry has grown from practically 0 to 100 Bn$.  When something has worked so well for such...

IBM 3Q revenues miss by 4%; Shares tank by 6%

Interesting takeaway - IBM outperforms in terms of "Cloud" revenues; irony is that Cloud is also why IBM is underperforming. http://blogs.wsj.com/moneybeat/2013/10/16/ibms-revenue-drops-again/?mod=yahoo_hs

Infosys Q1 2013-14 Results

Infosys Q1 2013-14 results took most people by surprise.  The results were above most analysts' expectations.  I had expected the company to lower forecasts, but it seems like the 6-10% range was wide...