First Gopalakrishnan the CEO,Excerpts from an interview:

He was most passionate about a few broad themes in the changing technology landscape. "One of the biggest changes you will see is the rise of appliances, and appliance-to-person communications on the Internet," he said.

expects U.S.-based employees will represent an increasing percentage of the company's total headcount, because as deals with existing customers get bigger and more important, some of the work's got to be done here.

"Acquisitions can bring you clients," as well as U.S.-based labor, Gopalakrishnan conceded. "But you are then in a financing business," he observes, meaning, Infosys would be spending money on real-estate for data centers and for clients' computers, in such a deal, and, "it's not really clear we are going to be better at financing in that way than are our clients."

the company has no limit to growth opportunities it can pursue both in India and in the developing world, and even here in the U.S. But it also means the challenges for the company become more diverse and complex, from increasing headcount thousands of miles from home, to dealing with higher attrition rates in China, to calculating just how much growth can be achieved internally versus through buying businesses, to cultivating the next group of executives

Here's his list of the most important transformational trends out there today:

-The sensor Internet. He believes that sensors of all types will gradually become vital pieces of the Internet. "We'll move from an Internet of people to an Internet of appliances and people."

-Social networking. "Thanks to social networking, power is shifting from organizations to individuals." The first major example of this phenomenon at work is the open source software movement.

-The explosion of data. The data is there, but it's not being taken advantage of yet. "We leave a digital trail everywhere we go."

-Mobile computing. "We got used to desktop computing, but the user interfaces of today don't really some natural to us. With mobile computing, we'll create more natural interfaces."

Nandan Nilkeni , 5 Themes that dominate the new world:

Future Customers - Rise of the Emerging market , China / India, Significant growth rates, implications on the global GDP and its reallocation over the next 30-40 years

Global Age Arbitrage - Demographics driving the world , Next 20 years the young people are going to be in places like India, Countries that are aging need to tap countries with the younger workforce - Global Arbitrage of age, Outsourcing phenomenon will continue to raise, trend is expected to continue for many years to come.

Moores law still goes strong - Nobody predicting the end of the compounding improvements of computing power of computers , faster forms of computing - silicon, molecular & atomic. Along with improvement in communication networks (Satellite to T1,T2, Broadband moving towards wireless and mobility). Leading to increase collaboration, virtual work rooms and a virtual work force.

Increased Granularity of information - Realtime nature of information that clients are having is on the increase, the future competitive advantages for all customers are going to be coming from those who take advantage of this information and make money from the same.Looking at information systems as a source of profit.

Manage Global Regulations - Pressure on companies as they globalize in this environment is that they have to deal with the complexities of increasing global regulations. Sarbox, BaselI, BaselII , Anti Money laundering act etc etc.

To Survive - Every company no matter what the value proposition , will have to become the most efficient low cost provider for products and services.

To factor all these companies will have to undergo a lot of fundamental transformation.

Winning in the turn - Companies that can take advantage of these shifts in the market place , companies which have information management to respond quickly to market changes, those that can respond to demand supply or strategic change in direction.

Source: 1,2, 3

Tags: outsourcing - offshoring - Infosys - nandan+nilkeni - ceo - chairman

Prashanth Rai