Rumors are flying. Heard it yesterday and again today.
Historically, Infosys has been a build versus buy culture. They made a tiny Australian acquisition a few years ago. This would give Infosys a huge foothold in Europe. Allow them to diversify from a largely English speaking customer base and delivery staff. And get plenty of business process expertise to supplement their techncial skills.
Be nice to see them make a bold move. But acquiring someone three times their size, with no previous integration/digestion experience at that scale, may be too bold a move. Not to mention the likely foodfights when a 27% margin business tries to discipline a 6% margin business.
