K. Mohan Babu writes an interesting Computerworld article about EDS's journey in India. While they may seem late to market with their recent investment in MphasiS, their India strategy has been over a decade in the making.
Babu works for Infosys and I thought it was nice for him to just presents the facts in a restrained, uncompetitive tone. He need not have been so generous. Infosys has quadrupled in revenues over the last five years. EDS's has declined slightly.
EDS, as he says, was the first company to sign a multi-year outsourcing deal in India. But could not capitalize on the early advantage. Even after Perot Systems, which EDS watches closely, signed a JV with HCL in 1996. If not India, could EDS have focused on rural sourcing, automation, other productivity?
To me, it is a bit like Delta and United have known for a decade the airline industry was changing and lower cost competition was not going away and they have analyzed, dabbled, analyzed, dabbled.
