Outsourcing Growth -- You Bet!

>2006 revenues. VanceInfo provides information
There's been a significant debate about the pros andtechnology services primarily to corporations
cons of outsourcing in the technology field. Theheadquartered in the United States, Europe, Japan, and
controversy is that offshore workers, who do theChina. The company's customers are often in the
same job but for less money, take away domestictechnology, telecommunications, financial services,
jobs. This is particularly the case in customer servicemanufacturing, and retail industries.
departments at software companies. If you call upIn its fourth quarter of 2008, the company's revenues
Microsoft customer service, you will very likely begrew 56% to 30.1 million dollars. Net income for the
talking to someone in India.fourth quarter was $5.2 million, representing impressive
But, the political debate about outsourcing is quitegrowth of 68% over the fourth quarter of 2007.
irrelevant in the business world, because capital willRevenues for all of 2008 beat consensus estimates at
always flow to the most efficient source of production.102.7 million dollars, representing growth of 64% over
If a worker in India can provide the same or better2007. Net income for full year 2008 was 16.2 million
customer service experience for less money, then 99dollars, up 69% from 2007.
times out of 100, a business is going to chose thisI think that companies like VanceInfo will continue to
option.flourish, even if there is a prolonged global recession.
In China, where labor is much cheaper than in India, theCorporations will always seek to allocate their capital
experience has less of an impact on our situationto those who provide the best service at the best
because of the language barrier. In Asia, however,price. The outsourcing industry in India is
China's information technology outsourcing industry iswell-established, but it's still in early development in
flourishing by serving the needs of large AsianChina, and this industry can only keep growing over the
companies and also global conglomerates that want tocoming years.
develop products that specifically target markets inProfit Confidential
China. A software engineer in Silicon Valley may haveLOMBARDI PUBLISHING CORPORATION
the talent to create great software programs, but ifNews, Analysis, and Information Services Since 1986.
you want to do business in China, you have to haveOne Million Customers in 141 Countries.
the skills and knowledge that only a local company canLombardi Publishing Corporation
provide.Financial Publications Division
One small outsourcing firm that's doing very well right350 Fifth Avenue, Suite 3304
now is VanceInfo Technologies, Inc. (NYSE/VIT). ThisNew York, NY 10118-3304
fast-growing company is an information technologyCopyright 2008; Lombardi Publishing Corporation. All
service provider and software development companyrights reserved. No part of this e-newsletter may be
located in China. According to the company, it isused or reproduced in any manner or means, including
ranked among the top three Chinese offshoreprint, electronic, mechanical, or by any information
software development service providers for the Northstorage and retrieval system whatsoever, without
American and European markets, as measured bywritten permission from the copyright holder.