Just a quick link to The Economist. I had missed this article earlier, which gives a solid history of IBM’s experience with India — as a corporate entity and a competitor.
Anybody who counts IBM out in the services game might heed this statement from an IDC analyst:
Analysts are divided about how successful IBM’s overall strategy will be. An IBM executive complains that most of the analysts who follow the company are “legacy hardware guys who don’t get software”. One who does is Barry Rubinstein of IDC. He suspects that the Indian firms are too focused on short-term profits to make the best long-term bets, which may well include automation. “Things may look very different in five to seven years’ time, and much better for IBM,” he says…
