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Strategies & Market Trends : Take the Money and Run -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (15473)8/17/2002 1:51:29 PM
From: Lizzie Tudor  Respond to of 17639
 
in other words, i'm not sure this is a sign of real IT growth yet, just a shifting of existing needs/demand over to cheaper vendors.

I agree with that, I also don't think theres any real IT pickup yet... but notice the article is talking about services vendors. These indian companies are taking business away from KPMG and PwC, imo the move is bad for US based services, good for US based licenses.

Personally I think the IT software situation is locked down so hard right now that any shift in revenues, be it using consulting from india or whatever, I see as a good sign. It means customers want to do something with software. For the last year its been maintenance only, no business analysts or upgrades, nothing. And from a LT standpoint it has always been these consulting fees that customers complain about the most. The cost structure doesn't work, KPMG has to bill over $100/hr and pay a salary half that to get their model to fly. Of course customers can see they are getting really green labor and paying a ton for it. There's even an ad on cnbc (can't remember who for) saying "look at all the children in the yard... they are your consulting staff"- LOL
L



To: MulhollandDrive who wrote (15473)8/17/2002 1:58:22 PM
From: Jorj X Mckie  Respond to of 17639
 
Lowest p/c ratio since last January

stockcharts.com[r,a]dhcaynay[pb50!b200!b30!b20][iUb14!Ll14!Lh14,3!Li14,3!Lo14]&pref=G



To: MulhollandDrive who wrote (15473)8/18/2002 9:17:39 PM
From: Techplayer  Read Replies (1) | Respond to of 17639
 
Mulholland,

I agree. It has been a growing trend amongst several software and systems vendors that I do business with. In a recent discussion with Intel, I was told that there is a team of ~275 people working to locate and establish less expensive development and manufacturing facilities outside of the U.S.

TP


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