Soham Das

Satyam's Moment of Truth Is at Hand

No, Asish,no... Satyam is not a product of vehement media lynching. It has called upon this misfortune by repeated invitations. I am shaking my head, because Asish, certain views were not well researched.

For one, I have a view. A pretty biased view, the management is not good, you can still play with your money and hold it. The management is bad, [?] then stay away from it even if you the pro speculator.

Management of SAY was the most unscrupulous one, I have come across. Read about SAY-UPAID fiasco. [Google is your friend: G: Satyam sued]
Read about WORLD BANK datasnooping fiasco.

FYI, WORLD BANK indeed discovered data snooping happening from modules developed by SAY[ and you know where was it going? China]

The Maytas fiasco now to my surprise was not to save Maytas but something even sinister and shocking. It was to save SAY itself. Seems the balance sheet is blown up.

Goodbye Raju, say hello to new acquirer.

My take: SAY ripe for an INFY takeover. HCL can't because it is now cash strapped due to the recent Axon takeover. But I am hoping INFY puts some legs to its cash reserve and use it to take over SAY.