Ruth Ke Hamse Kabhi....

Chilling winter morning and it rained yesterday, morning breeze and the cold wind is making the atmosphere around hard to stay, winter has always been favorite weather when you can chill with your winter ware. I am standing alone waiting, it's been more than two years but still this wait is on.

Not many times when you would feel that need of intimate escape, run away from everybody to a solace where you can spend your time just looking into those eyes which means the world to you. When today I looked at her, I never seen her looking so lovely as she did tonight. Those highlights in her hairs catch my eyes...I felt blinded for a while. With apprehension in heart I made my move:

Me: "Hello"
She: "Hi, I thought you told you won't come here"
Me: "Well, I changed my mind...I think for good"

She gave me a blushing smile and I knew I hit the right cord, then I was dancing with the lady in red creating enemies around who might have thought to get this moment...but I made my swift move first, lucky me!

Time moved on and we became good friends to best friends. We started spending most of our time together, this was the best company we could find and yes we both were enjoying these moments. What will be future none of us bothered to care, we just wanted to enjoy this time together. I can't remember a day when I was not questioned on not completing my work, not finishing assignments or bunking the classes. I knew I didn't had to bother about them because there was someone who would always make it for my misses. I always used to make up to all of my mistakes by singing for her, my only one fan for whom I would sing and sing from my heart, it always worked! I never realized in these times that I was getting addicted to all these. I never missed a chance to hurt her knowingly or unknowingly. Always told "Where else you will go apart from me?", I was always replied with a million dollar smile in return. I intentionally used to tease to get this charming smile, it was worth it.


One day out of blue I was shocked with a question from her "What will happen if I leave you and go away?". Stunned with the question I thought it was a joke but it wasn't, she was very serious. I waited for some time not thinking but looking at her then replied "I'll wait!". She responded "What if I won't come back ever?", Without thinking twice I replied "I'll wait forever!", tears were around in eyes, none of us uttered a word but the haunting silence was screaming aloud, I wished to rewind the moment and erase from existence but it wasn't a possibility..but still I wished I could.

After sometime, I was standing next to her, while she was deep asleep. I knew that this might be one of the last time I would see her, she looked tired of pain, a pain which she held for many years, fighting for survival and search of tranquility for which she was never destined to. In past years I never realized this pain but I was certain of one thing that she knew it and she knew it from long. It's bizarre but at times you pray not for life but for the final faithful departure of loved one because you can't bear living the pain you see every time in their eyes. Its good enough to give a sudden death every time you see it in their eyes.

When I said that you won't find a place after leaving me, I never realized that I'll be haunted by those memories down the lane. I always question myself if I wasn't careful enough to read through the lines or read in her eyes for the message? I never gave importance of her existence in my life but only now I realize that I should have asked myself first what will I do when she would leave me? Today I am standing here waiting for someone knowing will never come but the wait is on........

A New Day Has Come...!!

On 8th January 2009 when I celebrated my birthday the best gift was given by Ramalingam Raju. Undoubtedly my personal interest was always in Satyam due to my holding in it but more than that I had few of my best friends working for the organization and also in my professional career I had started working in a team where I worked along side people from Satyam and my experience was excellent. To the extent of my earlier analysis of Satyam I would proudly say that Indian government and Indian incorporation as a whole has proven me absolutely wrong when I verdict last time that this is end of road for Satyam.

I am glad to say that the fate Lehman or Enron suffered, Satyam didn't fall to the same. Instead not only it rose from the ashes but now it will become the best fall and rise story to be told for decades in corporate world. The front line worriers put by Indian government not only proved why they were picked for this cause of damage control but out performed anyone by just in less than 100 days they sold the ill fated Satyam to it's best bidder. Restoring the trust for Satyam was the mightiest task they had in front of them. They had to first ensure to all stake holders and whole world that Saytam as a company is still capable of performing with the same strength. Great job done by the elite panel and surely my praises can't raise their effort to any greater level than they already are, supreme performance by all means. This not only clears any doubt on the corporate governance in India but also provides a view of how well regulated the Indian incorporation is and how well Indian government is capable of handling any abrupt event like this. This is going to restore trust of FII and FDI in Indian market which is a good news since prior to this news we have already witnessed a good contribution from FII and FDI and with event like this their market participation will only increase from here.

Here are some insights of my analysis on this acquisition from Tech Mahindra of Saytam.

Financially:

Tech Mahindra has a good brand backing it and most importantly it has only been in news for good reasons, therefore to say that they can be the best suitor for Satyam would not be an incorrect statement but when I say this then it would be a hypothetical statement. In real world Tech Mahindra has firstly over valued it's bid (58 Rs/Share) over the other two bidders which quoted 47 and 22 Rs/Share respectively which is 10 Rs/Share extra on 31% share of Satyam which cost them almost 3000 Crore which is around 51 Crore share from market. Now if they have paid 10 Rs extra each share then they have already made a loss of 500 Crore. The loss doesn't stop here. In order to take a complete ownership they will have to purchase at least 20% share from open market bid which is going to cost them between 58-68 Rs (Thanks to their overvalued bid of 58 Rs/Share). Lets say the price there is 60 Rs/Share then the next set of 20% share will cost them another 2300 Crore. It means 51% shares on 5300 Crore. This means they have already lost around 800 Crore well in advance. Lets talk about the other exclusion "the class suits" filed against Satyam. If you check historical data then easily if all the class suits can cost Tech Mahindra around 600 to 800 million dollars. Converting their earlier loss while purchasing share into dollars would add upto 160 million dollars. If we add both of them this will cost them around 1 billion dollar well in advance. Financially as per my calculation Tech Mahindra didn't do their home work well.

Client wise:

Tech Mahindra can be termed as India's best telecom service provider. With diversified portfolio of Satyam's client base one can say surely this acquisition will add feathers to the Tech Mahindra caps. But one must also understand that now this will be a different ball game together for the Tech Mahindra management. They are not experienced in dealing with the variety of domain clients (such as financial services, health care, banking, retail etc) Satyam's existing contracts are either expired or set to get expired soon. They would now need to renegotiate these contracts with them and while the recession going on and inexperienced management, the clients would surely make it tougher for them to agree on the same price of past. If they agree on lower price then it will add another loss into their balance sheet. (This is more likely to happen)


Friction within:

Tech Mahindra and Satyam are similar in terms the way they operate. Both have hasty bench strength which means now the utilization ratio for Tech Mahindra + Stayam would fall even further. This means there will be now Darwin's principle "Survival for the fittest" imposed for the entire work force (Especially the one which are on bench). With my personal understanding Satyam has one of the best set of SAP professionals, DBAs. They can be unarguably termed as the best back office management company in India. With best in class professional Satyam surely has upper hand when it comes to performance. This means when it will come to axe people it's more likely that it's a Tech Mahindra associate who is on the line of fire. This fact may be visible to some of Tech Mahindra associate now but soon it will be visible to everyone around and that's when you will start seeing the friction within these two companies. This acquisition is done to make profit not as a good will gesture so while making the decision of acquiring Satyam, Tech Mahindra must have evaluated such aftermath (I hope they have done this). I am not too sure on how the compensation part will be worked out (Although it would not make much difference since both companies have almost similar pay structure) but surely if either of them see them at a losing end on it (Specially Tech Mahindra) they would definitely raise their voice against it. From here I can see a good number of people getting axed in coming few months, surely lot of anxious moments & sleepless nights for people.

Although they may stand 4th in the total market capitalization in IT sector but persisting on that place would be a daunting task for them, surely next few months will be testing period for them. I would have liked some tier-I company like TCS/Infy/IBM/Accenture to take over Satyam but understandably with their own neck under sword of recession they preferred staying away from tainted Satyam. I wonder what would have been fate of Satyam's acquisition by any of these frontline companies. TCS would have been best suitor but since they are badly struck by recession they opted out of the race for Satyam, they are known for their aggressive approach in such scenario in past though.


Anyway today it's celebration time for Satyam and it's well wishers (including myself), lets forget all above analysis and enjoy this victory of hard work over greedy conscious. A new day has begun for Satyam and it's stake holders, I hope this CNTRL+ALT+DELETE restart will reboot them in safe mode!

Dreamz Unlimited

Beauty lies in the eyes of viewer, while some people believe that the inner beauty of someone can only give that last longing fragrance other differs as to them the charm and karisma holds the key to make the first impression as the last impression.

A woman is full of substance: her aura, elegance, panache and perseverance are the metal characteristics of her that holds grace while she stands tall in competing with the tough world around her. It's ironical though this power of self awareness wasn't available for her to assess her credibility and importance earlier. Not just playing a loving mother, a caring wife or a sensible sister but to come out of that nutshell, stereo typed image and prove herself in every field. I feel saddened when I see this world around not just ignoring this super power but also engrossing them by talibanizing their freedom, by vandalizing her intimate escape by trashing her out of pub in Mangalore. The visuals from the Swat Wally and Mangalore would leave you dumb and deaf continues the curse on this species which is a total contrast to the ladies who were walking on the ramp just a day after this dreadful event took place in Pakistan glorifying and proving their charm once again in the miss India pageant. It's so unusual that a split second gives that ever lasting identity to stand as a distinct personality in crowd, really not everyone is entitled to have it but surely they don't deserve the embarrassment and awkward feeling they might go through while Taliban flog them publicly, passing by punks pass comment with a giggle. Handling power is something which is not everyone's cup of tea but no one can deny that our country's top most political influences are none other than elite fleet of women: Sonia Gandhi, Mayawati, Jayalalita, Sheela Dixit to name a few.

We the Asian subcontinent live in a hypocrite society which believes type casting women in a supportive role, we believe that every successful man has a woman behind him but never acknowledge her sacrifice for doing so. Any step up from them is seen as voilation of rules, really contrasting to the western world but just hold a second even the good old Western world is not less behind. We the commonwealth nation still prays for well being of Queen but ironically history is proof of the pathetic condition of women in west as well. While I am in total agreement that a woman has to show their apprehension to a certain extent and in certain situation but that doesn't necessarily mean they need to compromise on their dreams. Dreams are the real motivation in everyone's life, without them life is similar to that waiting room where no train comes. Dreams are not bound to gender but to belief, if that wasn't the case then Kalpana Chwala, Sunita Williams wouldn't have left their home earth to rendezvous with space. I wonder what would have happened to them if they were from Swat Wally where spending just a brisk walk with a stranger promises you flogging publicly. Dreams can only come to existence when one dares to take actions to compliment them, unfortunately still the dreams for these wonderful ladies are tamed and modified to fit into a happy family. Times have changed now for sure and they have their feet on cloud, left their home for the persuit of happiness by fulfilling their childhood dreams, becoming Miss India or IPS officer, may be gracing the most powerful position in world being US president (Like Hillary Clinton did). Dreams are unlimited and they are open to all, it just requires an environment where everyone can inculcate them, we are in 21st century and as growing world we must come to the understanding that just by suppressing dreams you can't overpower someone, if you wish to overpower someone then you must beat them by outperforming in all the fields. Physically challenging someone merely shows the sick attitude of being hypocrite, nothing else.

I don't personally endorse any woman liberalization but I have my respect for them, I always want them to be looked as respected persons, someone who is not just a Cl'ech'e, not just another show piece in showcase. If you can't respect someone then at least please don't disrespect!!