HP’s future – Part Two Can the Phoenix rise up from the ruins …
We left Part One of this series with HP CEO Meg Whitman referring to EDS by name and telling a meeting of HP partners that “EDS is going to be a great turnaround story” – having eliminated the name EDS, the CEO now seems intent on reviving it. With a projected 13% drop in revenues [...]
Read the rest of this entryTCS – Outsourcing Giant in Crisis
How is it that TCS have let themselves become the subject of a class action lawsuit for allegedly unfairly pocketing their employees US tax refunds? For a highly successful company with a couple of billion dollars in free cash reserves, Monday’s US court ruling allowing the action to take place destroys at one fell swoop [...]
Read the rest of this entryIT’S OFFICIAL – “OUTSOURCING IS NO MORE”
The prestigious American dictionary publisher, Merriam-Webster, has announced that the terms Outsource and Outsourcing will be removed from their next edition. Mrs Ashley Webster, President and CEO, said that a recent survey by HfS Research had confirmed the confusion caused by the terms and that the new term “augmentation” will be used in future for [...]
Read the rest of this entryBoom time in Outsourcing’s Fourth Dimension
The Outsourcing industry and related media is obsessed with reporting on the global Tier One players like IBM, CSC, HP and Accenture; the wannabes who are Tier Two’s, but who argue that they are global, all lack some critical element(s) to be a true Tier One’s – BTGS, CapGemini, Atos, Logica, HCL, TCS and the [...]
Read the rest of this entryEnd this conflict of Interest. Break up KPMG et al
When Arthur Andersen failed in 2002, the Big Five audit practices become the Big Four – KPMG, PwC, Ernst & Young and Deloitte. But these audit practices also had consultancy offerings, in audit parlance, “professional services” arms. Strict rules apply to conflicts of interest, and for very sound reasons. As a consequence, during 2002 it [...]
Read the rest of this entryMutualisation: the evolution revolution begins for Outsourcing
Speak to any senior government official and the word “Mutualisation” will not be far away from entering the discussion. Yet in the conventional press there has been little or no acknowledgement of the quite revolution that the coalition government has begun. So what is Mutualisation? Well conventionally it is “The setting up or reorganisation of [...]
Read the rest of this entryLogica – Always the bridesmaid never the acquisition
Poor results dropped Logica’s share price by 9% and then once the market’s really got to grips with the cited problems it dropped again, wiping 15% off the stock. Inevitably the City analysts and journalists hawk out the same old “Logica subject to take-over” story. If you hold your breath and believe for long enough… [...]
Read the rest of this entryIs Outsourcing dying on its feet or merely adapting to undemanding clients?
[Part 1 - A multi-part investigation and commentary] What is going on with the outsourcing industry? Large or mega deals have all but disappeared, the deals being signed are small, shorter and less complex than three to five years ago. Yet when viewing the service providers published annual or interim results, turnover ranges from mediocre, [...]
Read the rest of this entryDisruptive Technologies? For how long has Kodak been brain dead?
I wrote my first piece on Kodak exactly 35 years ago this month. At the time my research note was extremely negative and I compared Kodak to horse driven coach drivers refusing to see that trains and cars would kill their business. During the period Kodak has been consistently late in adopting new technologies at [...]
Read the rest of this entryQuarterly Update on India – Poor leadership and shrinking Outsourcing opportunities
If history teaches us anything it is that great leaders grab opportunities to reform and reposition nations to make full use of fleeting opportunities in a world of accelerating change. So too leaders and captains of industry, where they have advantages, must work relentlessly to capitalise, reposition and innovate ahead of the competition to retain, [...]
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