When the "export oriented" textile manufacturers got affected because of issues with exports - they started unlocking value of their real estate. Infosys , Wipro etc are sitting on huge tracks of real estate they never really needed and the year they have profitability pressure - there goes your cafeteria and huge conference rooms when that real estate gets sold to meet street's profit expectations. In someways Murthy is no different from a Sanjay Lalabhai!