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Infy – Time to “grow up”

Posted by Arun Uday on July 12, 2007

Infy’s results y’day was the big talking point in the Indian business world as it missed its guidance after a very long time. Infy is of course known for its policy of issuing conservative guidances and for their mantra of “underpromising and overdelivering”. In fact, some people in the past had questioned this approach since analysts anyway over  time started marking up the management’s guidance nos for arriving at the actual estimates. Hence, the fact that they missed even their own conservative nos implies that certain business parameters are changing faster than even what they had anticipated. In my opinion, Infy’s next moves in the coming couple of years will be critical not only to it’s own future, but also to the entire Indian IT industry. Read the rest of this entry »

Posted in infosys, IT, technology | 14 Comments »