Sunday, April 17, 2005

An alliance between China and India could change the global IT landscape

From InformationWeek: An alliance between China and India could change the global IT landscape

"Talks between the prime ministers of China and India last week to forge closer ties between the two countries could hasten the region's emergence as an IT powerhouse and center of innovation. Such ties also could yield benefits for companies looking to tap offshore workers--and spawn tougher rivals for U.S. IT vendors."

"From the West's viewpoint, a possible downside to pairing the Chinese dragon and the Indian tiger is the potential for them to set IT standards and agendas that force the rest of the world to follow their lead."

"A Sino-Indian alliance also could spawn a non-Western PC vendor to challenge the dominance of Hewlett-Packard and Dell. The obvious candidate for that is China's Lenovo Group Ltd., which is acquiring IBM's PC and laptop business for $1.25 billion, including offices in India housing IBM's PC business."

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