Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: SOROS who wrote (20693)	10/26/2002 1:42:18 AM
From: terry richardson	Read Replies (1) of 36161

SOROS: Great post This article reinforces your point regarding the IT sector in India. India's IT sector rides a wave atimes.com The article points out that EDS based in Texas, Accenture in Bermuda and Keane in Massachusetts have operating margins of 10%, 3.9% and 2.1% respectively while Indian based Infosys had 32%, HCL Infosystems Ltd - 28% & Satyam – 28%. Also something to watch is the migration of IT tech from Taiwan to Mainland China (that name again): atimes.com The scale of this mass migration of IT production from Taiwan to China is noteworthy. To illustrate: in the process of China overtaking Taiwan for the No 3 spot in global IT production in 2001, Taiwanese investors have become equity owners of as much as three-quarters of China's IT export production while still retaining control of virtually all their own fourth-ranked US$23.5 billion of IT production in Taiwan. Regards T.

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