I only heard one voice in the past two days that talked about a future for Satyam, apart from the voice of the interim CEO Mr. Mynampati. That voice was of Mr. Nilesh Shah, Deputy Managing Director of ICICI Prudential Asset Management Co. He suggested that the big investors should get together and explore the option of installing a new and capable management to retrieve the Company. But, no one else who were there in panel discussion with him on the television show even remotely echoed his voice.

Some of the panelists seemed to have a feeling that there are some intangibles in the Company which might interest other IT companies but none offered to make a guess.

What is my take? I think that the Company has certain assets. What are they?

• The workforce (53,000 as per Mr. Raju, but it is already 52,998, after resignation of Mr. Raju and the CFO V Srinivas)
• The software products that Satyam might have developed or has a revenue share marketing partnerships.
• The genuine clients that Satyam has been servicing (as per Mr. Raju’s confession, Satyam has 185 of the Fortune 500 companies as its clients)
• The internet portals the Company owns (www.walletwatch.com – Finance Portal, www.sify.com – multi-lingual India focused portal)