Deal architect Vinnie Mirchandani makes note of the fact that a couple of tech titans, Dell and SAP, dropped from BusinessWeek's list of the Infotech 100 this year.
Both had rough years. Dell suffered a series of black eyes ranging from a class-action lawsuit to an embarrassing battery recall and lost its lead in global PC share to HP. SAP was sued by rival Oracle, faced public scrutiny over returns earned by its customers and was rumored to be a buyout target.
Though it's hardly a morale booster, losing their spots on the Infotech 100 may have been the least of their concerns for Dell and SAP.
The list interests us because because it appears to be a pretty accurate barometer of tech trends.
Globalization? Check, with six of the top 10 companies based in countries other than the U.S. The strength of consumer vs. enterprise tech? Check, with Amazon in the top spot and Nintendo at No. 8. The growing power of telecoms? Half of the top 20 companies fit the bill.
Asia emerging as a center for innovation? See Asustek Computer at No. 29, High Tech Computer at No. 43 and Compall Electronics at No. 63. The continued growth of Indian outsourcing firms? Wipro, Tata Consultancy Services, Infosys, Satyam and HCL Technologies made the list.