The Ringside

"The Infosys Bubble"

I just came across this though provoking blog post "The Infosys Bubble". Quoting;

Infosys needed 52,000 employees to generate a revenue of approximately US$2 Billion, that averages to US$40,000 per employee. Assuming perfect linearity,
they will need another 25,000 employees to add the next billion.

....

Have a great silver jubilee, Infosys, because looking forward, it does not look too exciting. Let me end with a quote by Oscaar Wilde, “Everything popular is wrong”.

Hmm, if the author's premise holds, then to be a USD 10 Billion dollar company Infosys will have to grow to a strength of 250,000 (woah!). But then Accenture is making more than that already with less than 150,000 employees, so what exactly is Accenture doing differently? The answer would tell us where Infosys (and TCS and Wipro for that matter) might be heading. Either that or Srikant's premise better not be sound.

posted by Aditya @ 5/12/2006 04:17:00 PM