Indian IT Industry

Nayak · Post by **Nayak** » 07 Mar 2009 23:13

Old jungle saying, "The leader who leads from the rear, takes it in the rear"

(actually from shoot'em up)

Raja Bose · Post by **Raja Bose** » 08 Mar 2009 02:09

jungle mein tamboo,...ga**d main bamboo

Satya_anveshi · Post by **Satya_anveshi** » 08 Mar 2009 07:48

vina wrote:oi poor karporate strategy type onree, who does crystal ball gazing and arm chair jarnailing as a "rear admirar

Vina sir, please accept pranaams from this poor soul for the honor he assigns to the profession you are in. Happy milan /sangam:lol:

vina · Post by **vina** » 08 Mar 2009 09:00

Yeah,yeah. I know Nayakuddin, Hakim Saab and Truth saab. Right now, Milan /Sangam and "rear admirar giri" is really on the "unmentionable" list along with the sister prophessions like Inbeshtment Banking and "Strategy" Con - sul(slu?)ting.

That is why I get pill -o- soppical and take inspiration from Bollywood onree.

'Mere man ki Ganga, Tere man ki Jamna ka, bol Radha bol, Sangam hog ki nahi ?"

I guess the only saving grace is that we haven't sunk yet to the level of the perpetually loathed critters ,the near leper class, the Lawyers.

Arya Sumantra · Post by **Arya Sumantra** » 08 Mar 2009 09:38

vina wrote:Yeah,yeah. I know Nayakuddin, Hakim Saab and Truth saab. Right now, Milan /Sangam and "rear admirar giri" is really on the "unmentionable" list along with the sister prophessions like Inbeshtment Banking and "Strategy" Con - sul(slu?)ting.

At least Satyam milan/sangam is happening. With many boats sinking or at least having liquidity issues i was expecting more milan/sangam in talks. of course you know better, eye-banking for sure is badly bruised.

Singha · Post by **Singha** » 11 Mar 2009 08:48

news from the underworld:

GC applications are getting rejected in droves. one can appeal but its not certain
what use it will be. a spy says 6 people in his outfit got rejected recently.

Raja Bose · Post by **Raja Bose** » 11 Mar 2009 09:17

This is EB-2 (labor cert.) GCs or EB-1 (Researcher)??

CalvinH · Post by **CalvinH** » 11 Mar 2009 10:13

GC application at what stage!..Perm, I-140 or I-485...

Singha · Post by **Singha** » 11 Mar 2009 11:13

EB1/2 most probably after the labor cert stage ....

Raja Bose · Post by **Raja Bose** » 11 Mar 2009 11:18

EB-1 (Researcher/etc.) doesn't need labour cert. In fact my lab does not go via EB2 route since last year due to labour cert. issue (apparently linked to unemployment rate).

Singha · Post by **Singha** » 11 Mar 2009 11:19

sorry...my mem grows vague...EB2/3 is what I meant.

Vipul · Post by **Vipul** » 11 Mar 2009 19:40

The grounds of rejection are technical and stand very little chance at any appeal.
Two things to look out for at the employee level (this is more true for the Pre-Perm filings )are:
The Job description(at the time of filing) should exactly match the one being executed at the time of adjudication(highly unlikely as in the interim most would move up to higher levels).Second is the salary mentioned at the time of filing should be within + or - 5% of the salary that the employee is getting at the time of adjudication.
At the employer level it is the "ability to pay" issues for small to medium level companies. These are more often Indian owned and pay very little tax and have yet filed for tens and even hundreds of GC's.So its a big problem now for employees of such companies.
Note that if the Job Description and Salary levels have gone up then a separate Labor is to be filed as per law.This happened with someone i know who was working at a Bank and was promoted as VP and his lawyer(bless him) filed for a new labor.
For big companies (including Oracle and Microsoft) which have recently laid off employees , if any of the GC petitions are matching the profile of filed for employees then INS can reject cases after Audit.

Vipul · Post by **Vipul** » 12 Mar 2009 02:27

Tejas among global big boys.

ramana · Post by **ramana** » 12 Mar 2009 04:07

GD,
Why dont you techie guys brainstorm and envison a new kind of ITVITy eneterprise with vinagaru's MBA skills? but do it off line and then we can talk.

Raja Bose · Post by **Raja Bose** » 12 Mar 2009 04:30

Vipul wrote:Tejas among global big boys.

For a moment I thought the article was about the LCA (in the IT thread!)

Gerard · Post by **Gerard** » 12 Mar 2009 05:24

JPMorgan Chase to Increase India Outsourcing 25%

America's second-largest bank plans to spend $400 million on work outsourced to India to streamline its IT operations

Prasad · Post by **Prasad** » 13 Mar 2009 13:22

Cognizant pays variable, bonuses
http://infotech.indiatimes.com/News/Cog ... 258821.cms

Not bad.. former employer hasn't cut any of the variable pay. I'd say people are happy with that from backroom spy reports.

ramana · Post by **ramana** » 14 Mar 2009 02:28

Lenevo launches Matrubhasa for B'lore kids

Are there not even desktop makers in India? I know no laptop makers but is that so hard to make even desktops?

Singha · Post by **Singha** » 14 Mar 2009 11:03

HCL is there. most of the others assemble locally to get tax break vs importing fully built. there is also vast number of local assemblers some of whom sell under their own "brands"..most students/SME tend to go for these..only large enterprises who need the service contract go for HP/Dell et al.

but in all cases, the parts come from places like taiwan, singapore (seagate HDD), malaysia and china. taiwan has a solid lock on stuff like LCD panels and motherboards.

Singha · Post by **Singha** » 14 Mar 2009 11:05

Curbs on L1 visa seems to be big worry for IT services firms. H1 is a red herring.

imo a clampdown and cleanup of the L1 thing is coming down the road.

shyam · Post by **shyam** » 15 Mar 2009 06:26

This is for som, if your friends in school are still looking for job:

There are few ASIC design/verification positions at HP Roseville CA
https://hp.taleo.net/careersection/2/jo ... c=JB-12042

sum · Post by **sum** » 15 Mar 2009 10:48

Thanks a ton...

Will forward to the needy SDREs who are hunting for some source to feed themselves in Amrika...

Singha · Post by **Singha** » 17 Mar 2009 11:12

the bridge on frontier crossed. the Maginot Line and Fort Albert & Eben Emael await
filled with Nazgul. a small recon brigade only for now armed with rotor-UAV and CV90mki only.

http://www.nytimes.com/2009/03/17/techn ... f=business

time to suit up and emerge from foxholes I guess...the low rumble of heavy diesel
MBT engines in the pre-dawn hours....a cool wind blows over the farms and valleys
that will soon boil with war.

p.s. it seems paul otellini, ceo of EMC, ceo of vmware and head of msft server division was there in the telepresence call. kinda id's the "coalition of the willing" going fwd.

Vikas · Post by **Vikas** » 18 Mar 2009 04:53

Worlds largest database company is looking for Senior PM's mostly based out of B'lore for program management.
Interested parties, Pls take note.

vina · Post by **vina** » 18 Mar 2009 15:39

Looks like the Sun is finally going to set. WSJ is reporting that IBM is in talks to acquire Sun for $6.5b . There goes one of Netzilla's key "independent" players required for it's server strategy to work. I think Netzilla better jump in with a counter offer. That is what IBM is doing. Locking in the data center space in a duopoly embrace with HP. Sun was the one chance for Netzilla to penetrate the datacenter.

The COWs "Coalition of Willings" (EMC, Mickey Softetc are going to get squeezed out) are out and have deserted Netzilla and have chose self preservation over fighting . Netzilla is caught in mid ocean without air cover and has been cornered by Battleships Instant Banana Mousse and Hickory Pork. Look for 16' main guns to open up with their salvos at Netzilla . The HP's first salvo is already on the way and the lookouts report a "straddle" with splashes on either beam of Netzilla . The other turrents are slewing in and adjusting range and the winches are working at full speed , hauling sacks of charge, powder and shot from the magazines below decks. Meanwhile, Instant Banana Mousse has in it's opening salvo knocked out the steering compartment and rudders , leaving Netzilla unable to maneuver . Netzilla is essentially running in a straight line and speed has dropped to less than 10 knows ( a screw or two knocked out as well?). Now Instant Banana Mousse and HP are closing range and maneuvering , with rest of the fleet (allies and other partners). Expect a total pounding of Netzilla and when it is reduced to a burning hulk over the next couple of years , the final end will come when the fast destroyers ( start ups ) maneuver close in after the big guns are knocked out in Netzilla and deliver a deadly spread of torpedoes from close in, blowing huge holes in Netzilla below the waterline.

Singha · Post by **Singha** » 18 Mar 2009 15:51

more on the IBM-SUNW offer. SUNW wasnt going to last too long, glad someone saved it...

http://blogs.zdnet.com/BTL/?p=14817

going by the article USS IBM is a double agent who is turning all its 12x15" cannons onto
USS HP and preparing to unleash a full salvo saar. thats loyalty for ya.

meantime off in deep water SSN netzilla and SSN Dell quietly waits and observes the swamp minotaurs duke it out.

traders like EMC and Netapps will strongly support anyone who sells more of their boxes - doesnt
matter if its hp money or netzilla money - its all fake dollah anyway.

vina · Post by **vina** » 18 Mar 2009 16:16

Dell tried tangling with Battleship Hickory Pork, which responded with just her secondary 5.6' guns. There was a huge explosion as a couple of well aimed salvos knocked out engine room and the steam boilers exploded, leaving Dell dead in the water. Hickory Pork, had other objectives and did not want to be distracted by inconsequential pip squeaks rang up the engine room for "full speed ahead" and knocked out EDS which a large covering screen for Netzilla and delivered the salvos which straddled Netzilla , knocking out Netzilla's forward 'A' turrent in the bargain.

Dell had to be towed back to the dry dock and after the devastating damage it suffered, cost benefit analysis is on whether to scrap it for good or if it can be repaired. It definitely will need a new propulsion equipment and main armament (basically a new business model and products beyond the one trick PC game) and in all probability will not be worth it.

Now Netzilla is left without any covering screen and is left totally at the mercy of the marauders. Tramp merchants like EMC and NetApps will sell to the ones who can move their boxes most. The hard math says that Hickory Pork and Instant Banana Mousse will have upwards of 80% market share and as of now Netzilla has zero and even the most generous estimates will give it less than 5 % in the distant future. Not worth it and they retire from the battle.

Singha · Post by **Singha** » 18 Mar 2009 16:23

things change...the IJN was invincible in pearl harbour too. few years later all those six carriers were at the bottom - zuikaku, shikoku, kaga, akagi, soryu, hiryu...

vina · Post by **vina** » 18 Mar 2009 17:03

Ah.. Akagi, Kaga, Hiryu and Soryu, the fleet aircraft carriers. It took USS Yorktown, Enterprise and Hornet to do it , Aircraft Carriers all.

But however Netzilla did not want to do the disruptive jump and invest in Aircraft Carriers, but chose to go for a WW I and pre WWI "battleship" force. Now it is caught in a battleship fight against superior forces with greater numbers , experience and resources. The battleship vs aircraft carrier debate was won by the "old school battleship" boys at Netzilla. Pity though. If Netzilla was fighting battleships with aircraft carriers, it could have been different.

negi · Post by **negi** » 19 Mar 2009 09:23

And comlade Nayakuddin and abduls are reprimanded for using a cryptic language.

ramana · Post by **ramana** » 19 Mar 2009 09:29

negi you should read up on WWII US and Japan battles. What vina is saying is it took a/c carriers to sink other a/c carriers. Meanwhile the IT competitors are bringing tugboats to the fight and how can they survive/

negi · Post by **negi** » 19 Mar 2009 09:32

Gurudev I have.... I was merely joking .

negi · Post by **negi** » 19 Mar 2009 10:39

Erudite lurkers and Fat Cats from ITVITY

Will some one elaborate on this and educate us recruits ?

India was keen to retain, and not evict IBM in 1977: Book

Singha · Post by **Singha** » 19 Mar 2009 10:47

I was reading a analysis of IBM vs HP yesterday in terms of revenue breakup from various things.
seems HP is far more dependent on recession hit areas like laptops, desktops, small servers and printers than IBM who sold it off to Lenovo. with SUNW IBM would gain a range of very robust
high end servers popular in financial and scientific world to further strengthen their product portfolio.

IBM , not HP is the real Mahdi it says. and led by Adm Isoroku Yamamoto himself, with Air Cmdr Genda in close touch.

IBM = Musashi + Yamato + IJN 6-carrier strike force + Adm Spruance's carrier strike force (15 Essex class carriers in a line 30 miles long with full embarked Hellcat sqdns)
HP = Adm Halsey's battleship flotilla + Bismark + Tirpitz + Ark Royal + Wasp + Zuiho
Dell = King George V + Rodney + Price of Wales + Repulse
gorilla = SSN22 USS Connecticutt

(1 S6W reactor, steam turbines, 1 shaft, 45,500 shp, 35+ knots )
Lenovo - 200 Chipanda class FFG

vina · Post by **vina** » 19 Mar 2009 14:14

Singha wrote:Lenovo - 200 Chipanda class FFG

Lenovo is Admiral Zheng He's 600 ship fleet of Ocean Going Junk (pun intentional) .Chipanda's margins are wafer thin and largely comes from doing away with composites, magnesium, metal ityadi for the case of their laptops and desktops. They use the bamboo growing in abundance in Tsinghua Univ's backyard, along with the millions of low cost abduls/ changs imported from the interior and kept in serf like conditions (and will be dropped in to scorpion pits and given thumb screws if the tibet exhibition is to be belived)

Singha wrote:gorilla = SSN22 USS Connecticutt (1 S6W reactor, steam turbines, 1 shaft, 45,500 shp, 35+ knots )

That part I think is true. Netzilla is too canny to play this kind of open dumb game against superior forces. I think it is an "aleutian islands" feint/diversion, to draw away the attention of the two big guys and offer up the server business as a sacrifical goat (USS Arizona) ,while a secret USS Connecticut is being launched as the main strike with full shock and awe at an unsuspecting Midway.

If I mange to decipher the signals intelligence of Netzilla, I would think the real target would be the wireless / next gen space, where the competition has been gutted by the downturn, have weak capital positions, are in the deathbed and a shock and awe game changer would pulverize the comptition and make Netzilla the "Great White Shark" kind of super predator.

The current game, the super predators are Inst Banana Mousse and Hickory Pork

Singha · Post by **Singha** » 19 Mar 2009 14:46

they make around $1b/annum from various wireless scams but there are t-rex's in that space too like nokia, ericy, siemens, alcatel with deep relationships (wink wink) with govt power centers built up over decades of wireline business. wireless infra is in many ways tied
to govt relationships and policies and a few big service providers in each country. its tough for a newbie with no background in rear end infra to make a break.

consumer wireless as in wifi routers, cards is a low margin biz. the taiwanese like dlink and belkin will eat anyone alive there.

the server/datacenter is a open business worth $53b in 2008 and
plays into the enterprise accounts where csco is atleast "friends" with the network admin side while HP/IBM is "friends" with the server admin side. whoever makes more friends outside the cozy circle will get traction.

public Cloud is going to boil down to a few superproviders who like
google may settle for customized low cost product designed from
ground up to their specs. but enterprise Cloud could be a play.

overall I tend to think its like the marine island hopping campaign
across the pacific - sometimes you land on windswept clean beaches to be greeted by pretty natives in grass frocks bearing baskets of fruit, sometimes rainy slogholes like guadalcanal or new guinea...and sometimes tarawa/iwo jima.

situation is fluid, vast fleets are manouvering to gain advantage on multiple fronts...it will be like those daily night battles in
"ironbottom sound" in guadalcanal...

Tanaji · Post by **Tanaji** » 19 Mar 2009 14:54

If I mange to decipher the signals intelligence of Netzilla, I would think the real target would be the wireless / next gen space,

There have been persistent rumours that the big C will buy out the wireless division of Nortel. Nothing has happened yet, and although it makes a good fit, I would be surprised.

It takes time and money to make a credible entry into wireless. Big C has the money for sure, the time part I dont know... would make sense for it to buy out someone like Nortel. The other thing is that carriers typically hedge their bets. They will not go for a complete C solution in their network, far too much risk and dependence. The next 6 months should see interesting things happening: someone will buy Nortel assets and I predict AlcaLu to be in dire straits soon.

manish · Post by **manish** » 19 Mar 2009 14:54

vina wrote:
Singha wrote:Lenovo - 200 Chipanda class FFG
Lenovo is Admiral Zheng He's 600 ship fleet of Ocean Going Junk (pun intentional) .

Of course, led by The Great Eunuch himself!

Sorry, could not resist!

manish · Post by **manish** » 19 Mar 2009 15:04

Tanaji wrote:The next 6 months should see interesting things happening: someone will buy Nortel assets and I predict AlcaLu to be in dire straits soon.

Saar, even IMVVHO, I think the same and I think you are right on the money there - AlcaLu's days seem numbered - their traditional strongholds are caught in the downturn, India(their non-functional tie ups with ITI notwithstanding) and China hotly contested by everyone + their uncle - things seem really bleak for them. Plus, the Chinese may want to preserve and grow the homegrown upstarts Huawei/ZTE in the upcoming massive Chinese 3G rollout if the downturn threatens their chances elsewhere. Current projections already show 25-30% of the entire contract going to each one of them, so the others will be made to fight for the scraps with each other - it will finish off or seriously wound one of the global biggies just the way the BT21CN bidding finished off Marconi as an independent co. May not be a good analogy, but if there is no quick recovery in the market, things will go south pretty quickly for AlcaLu since they are the ones closest to being the 'The Sick Man' of the industry.

The CCP is probably hoping to set them all up against one another anyways - its a win-win for them.

Nortel seems all set to follow 3Com in being one of the top 'has-been' of the industry - sad. 3Com has now been reduced to being dependent on its Chinese H3Com for its daily bread. Don't know how long that would be sustained as the non-compete agreement with their erstwhile partner was only for 18months or so - they have already tried and failed to take them over. So as the next best option, the dragon may try to take back what it may see as its biz in its market by whatever means.

JMTs etc.

Singha · Post by **Singha** » 19 Mar 2009 15:14

the 3com center in Hyd is already closed because H3com wanted
all dev centralized in china.