I certainly feel the article could have made more of their central points, which were mainly anecdotal / common sense. This is the part I'd like to have seen

I certainly feel the article could have made more of their central points, which were mainly anecdotal / common sense. This is the part I'd like to have seen more proof and analysis around: "the Indian giants have also been unable to keep pace with technological change. Corporate software is becoming easier to use, reducing demand for their services. The lucrative legacy business of running mainframes is evaporating. Helping clients shift to the cloud makes money but not nearly as much."