Sunday, August 6

IBM is Legacy, Infosys is the future

It's been interesting to see the reaction to Chidamdaram's (Indian Finance Minster) comment "IBM is legacy, Infosys is the future,". Beyond the sheer immodesty of comparing a $90 billion American/Computing icon to an $2 billion Indian firm, the reactions have generally been dismissive ranging from denial, shock, angry, patronizing.

IBM has transformed itself before; it could and most probably will transform itself again. Clearly IBM has woken up to Indian skills and it is re-organizing itself coupled with $6 billion investment over next 3 years , and few would dare to bet against IBM. Yet till it successfully achieves this gut wrenching transplantation/transformation, I guess it is fair to call IBM legacy.

Stephanie Moore of Forrester Research in her latest report points to some reasons why Chidamdaram might be right.

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