The time to take advantage of this growth is now. This provides an opportunity in the Internet sector in India. SIFY and REDF will both benefit from this growth, and so will GOOGLE, YAHOO, INDIATIMES, MSN and EBAY.
I personally like SIFY the most. SIFY is a diversified company and its various business units will all benefit from this continuing growth. The growth continue, providing opportunity to investors.REDF is another company positioned to take advantage of this growth. Unlike SIFY, REDF is mostly a pure play portal, but I think it's overvalued right now.
- All Internet Stock Blog articles on Rediff and SIFY.
- The complete list of Internet stocks (and links to articles about them) covered by The Internet Stock Blog.
- A list of full conference call transcripts available on the Seeking Alpha Network.
« Any opinions expressed on the Seeking Alpha sites are those of the individual authors and do not necessarily represent the opinion of SeekingAlpha or its management. »