Category Archives: News Analysis

The Legacy of Infosys’ Narayana Murthy

Posted on August 20, 2006 by Nagesh Belludi

Mr. N R Narayana Murthy, executive chairman of Bangalore-based Infosys Technologies, retired today on his sixtieth birthday. He was one of the six founders who started Infosys [INFY] with a small investment of Rs. 10,000 and nurtured the organization to … Continue reading →

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Airbus A350 XWB: A Move in the Right Direction

Posted on July 18, 2006 by Nagesh Belludi

As anticipated, Airbus announced a new A350 XWB (Xtra Wide Body) family of aircrafts at the Farnborough International Airshow on Monday. The family includes the A350-800 (270 seats in 3-class configuration), A350-900 (314 seats), ultra-long range A350-900 (314 seats), A350-900 … Continue reading →

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Home Depot: On Governance and Investors’ Interests

Posted on May 30, 2006 by Nagesh Belludi

On the eve of Home Depot’s [HD] annual shareholders’ meeting, a front-page article in the New York Times estimated CEO Bob Nardelli’s compensation at $245 million since 2001. The article presented ties among board members and pointed to most of … Continue reading →

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The eBay-Yahoo! Deal: More to Come?

Posted on May 27, 2006 by Nagesh Belludi

Yesterday, eBay [EBAY] and Yahoo! [YHOO] announced a long-term alliance in four areas: (1) search and advertising, (2) integrated online payments using eBay’s PayPal, (3) a co-branded toolbar for browsers, and, (4) developing “click-to-call” advertising functionalities. This move was inline … Continue reading →

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Emigration from Mexico: Long-term solutions

Posted on May 25, 2006 by Nagesh Belludi

Last week, as part of its reporting on the debate on immigration legislation and Mexican President Vicente Fox’s visit to the USA, the San Francisco Chronicle pointed out to estimates that “roughly 10 percent of Mexico’s population of about 107 … Continue reading →

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Respect the Competition

Posted on May 15, 2006 by Nagesh Belludi

In business, as in sports or work-life, it is essential to possess a mature sense of respect for the competition. The recent arguments between US Airways [LCC] and JetBlue Airways [JBLU] form a case in point. JetBlue recently announced services … Continue reading →

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Google Romance: Beyond All Fools’ Day

Posted on April 3, 2006 by Nagesh Belludi

On All Fools’ Day, Google [GOOG] announced, as a joke, work on its Google Romance online matchmaker service. Isn’t the company serious about opportunities the ‘contextual dating‘ service presents? What would attract users to migrate from Yahoo! Personals or Match.com … Continue reading →

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