Cramer talked about 2 savage American IT consulting and 2 outsourcing companies in India. Cramer is saying this is a match against the two groups to see who is better. They are all fighting for a larger piece of the pie.
Accenture (ACN) and EDS (EDS) are the American plays here. Wipro (WIT) and Infosys (INFY) are the Indian plays. Cramer thinks that the overall prospects for the Indian companies are better and they have more business to win since they only have 2% global market share. But Cramer thinks that Accenture (ACN) and Infosys (INFY) are the two winners here, and Cramer thinks you should buy both of them. INFY is the better growth company, but since INFY is just starting to look profitable he thinks that ACN is better if you have to have the earnings. Cramer thinks both companies are best of breed and can be winners for shareholders.
Jon C. Ogg
January 16, 2007
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