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Infosys and Axon Part 2

September 3, 2008

Here is an interesting piece of analysis from Larry Dignan, the executive editor of ZDNet blogs, discussing the move of Infosys-Axon in the perspective of competition and strategy. It clearly reflects on my take on the previous post, that Infosys Labs and Axon are a better fit[SAP is part of Infy Labs] and their on going experiment to take on the consulting behemoths of the like of IBM and Accenture.

Read the full article on Seeking Alpha

For those , who are hungry for a more strategic viewpoint, I am attaching a pdf which is actually an in house powerpoint presentation of Infosys, discussing the strategy and rationale in the move.

Download the Presentation: INFY-AXON ACQUISITION

An excellent presentation, for the investors and analysts discussing the nitty grities of strategy and deal making in one of the biggest IT overseas acquisition of India

Larry continues to speak,how the Axon deal signals in the trend shift in Infosys as well as the next goals it seeks for itself:

It’s also likely that Axon can help Infosys raise its revenue per client, which currently stands at $7.8 million.

With the deal it’s pretty clear that Infosys is targeting larger players such as IBM and Accenture. Whether it is successful remains to be seen, but Infosys and others of its ilk could be disruptive on the pricing front.

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4 Comments leave one →
  1. arsenal1 permalink
    September 8, 2008 2:58 am

    Infosys targeting players such as accenture and IBM. Accenture is way ahead of Infosys in meeting client requirements.
    You might have guessed me right by this time

  2. Soham Das permalink*
    September 8, 2008 3:46 am

    “…Whether it is successful remains to be seen, but Infosys and others of its ilk could be disruptive on the pricing front….”

    Call me sometime…

  3. kvm permalink
    September 9, 2008 4:02 pm

    My dear friend ‘Arsenal’,On what basis have put a statement that Accenture is way ahead of infosys in client requirement?
    What Soham had meant was that Infosys is posing a threat to all the key players in the software field.This has nothing to do with client requirement.
    As you hav mentioned about client requirement,think of this case—how the hell did Infosys stood strong in the Software empire even after dollar depriciation??The answer would be client satisfaction(to certain extent),though there were other reasons!!!

    kudos…nice post anyways
    Have fun!

  4. Soham Das permalink*
    September 9, 2008 9:30 pm

    Yeah…. take that Arsenal…

    Come on KVM… let the blood bath begin 😉

    And yeah, guys, the name is Jump…

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