You are 100% correct. Infact people like Infosys should incubate Product Companies. There is no funding available or R&D Money for Indian Software Start-Ups of companies and even if they get that and when they go to sell, they have to fight global software product giants which kills them. Proper incubation is required which only our corporate sector can do.
We need people like Dhirubhai who can bet their money on people and make them perform - not a conservative unit like Infosys who sits on crores of rupees just doing nothing!!!