Satyam Computer Services Ltd. (SAY)
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- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing [view article]
- Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
- Satyam's Valuation Discounts Short-Term Outlook [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Indian ADRs 2007 Review: Telecom, Banks Pace Gains [view article]
- India Offshoring Quarterly Snapshot [view article]
- Seeking Alpha in Indian Real Estate [view article]
- Why the HP / EDS Deal Is Making The Street Nervous [view article]
- Under The Radar News - Tuesday [view article]
- With Decent Infosys FYQ4, Indian Outsourcing Stocks Look Higher [view article]
- Time for India's Outsourcers to Focus on SMB Client Segment [view article]
- The Coming Death of Indian Outsourcing? [view article]
Recent SAY Articles
- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
- Satyam's Valuation Discounts Short-Term Outlook
- Wipro, Satyam, Infosys: Offshore Outsourcers Turn Cautious
- Wall Street Breakfast: Must-Know News
- Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts
- India Offshoring Quarterly Snapshot
- Why the HP / EDS Deal Is Making The Street Nervous
- Satyam: Client Engagements, Operational Execution Drive Ongoing Growth
- Revisiting a Stock Pick: Satyam Computer Services
- Under The Radar News - Tuesday
- Full List of Articles »
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Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing [view article]
It is good to note a rather positive picture on the state of the Indian IT services industry. My personal view is that while all the facts stated in Ashish's note are correct, we need to collectively recognize the harsh reality that the hey days of high double digit revenue and profit growth for the Indian IT industry are behind us. One big change that will hit the Indian IT employee population this year is a significant slow down in their percentage salary increases. If companies are not going to make fat margins of the past, it is going to show in the employee paychecks. The US recession is serving as an accelarator to this process of salary increase slowdown. Replyz
Goldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
Remember last time a liberal was in the white house...tech went wild, oildropped to 12 a barrel and the economy soared. I'll take all that. Reply
it
Satyam's Valuation Discounts Short-Term Outlook [view article]
This blog is quite nice and informative , we had a pleasure to post a comment on this usefull blog created by the webmasterTomorrow i.e. 31st July'08 the day when the Inflation data will come.Inflation from the past successive weeks is keep on increasing,this has now become a major factor deciding the following days movement of Indian Stock Market.RBI and the government is taking steps to control it.Inflation has to be kept under control for the interest of the economy, Indian Stock Market is governed by lots of factors one including them is Inflation that has also to be kept in mind always
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Wall Street Breakfast: Must-Know News [view article]
The dollar, like all other fiat currencies that have ever been invented, has a useful lifecycle less than infinity. It is created, used properly for awhile, eventually taken advantage of through debasement and ultimately abandoned and reviled. We are now at the end of the take advantage of via debasement portion of the cycle. Buy physical gold if you have even a lick of common sense. Buy some silver too. ReplyWall Street Breakfast: Must-Know News [view article]
Preferred stock is senior to common stock and junior to bonds. If the government takes over Fannie and Freddie, the common will almost certainly go to zero, very likely that preferred stock will do the same. Bond holders will likely remain whole and, in effect, hold treasuries.What a disaster for capitalism. National debt will instantaneously double. Will the value of the dollar be cut in half? Almost certainly no, but it will fall further immediately.
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Wall Street Breakfast: Must-Know News [view article]
Anyone have any opinion on the FNM and FRE Preferreds? They're getting hammered. ReplyWall Street Breakfast: Must-Know News [view article]
wow-conservative socialism.can i take credit for a new phrase? Replytivesguru
Wall Street Breakfast: Must-Know News [view article]
why guaranty the old debt and bail out the street/CDS sellers -- just expand FHA/ginnie mae so new mortgages will be made! ReplyWall Street Breakfast: Must-Know News [view article]
In an administration that has prided itself in not overseeing anything, we now are pleading for oversight. What a joke this bunch of blind men is. Does anyone believe that we need more Enrons, World Coms, and now the entire financial system. Please plea for them to just put their heads in the sand and await someone to comein and straighten out this mess. It is Iraq all over again. ReplyWall Street Breakfast: Must-Know News [view article]
If Congress does not act Big Ben can always blame them for the ultimate meltdown in the I bank structure. This is just gamesmanship. Any "standards" would have to be phased in very slowly and thus have no effect on the current situation. The I banks have so much bad debt they will melt with or without FRB oversight. ReplyGoldman Tech Picks List: Weak on Growth But Good on Value and Shorts [view article]
Long term outlook is really bad people, there will ba a liberal in the whitehouse, $6 gas, more illegals, .... things look bad for all but microsoft! ReplyIndian ADRs 2007 Review: Telecom, Banks Pace Gains [view article]
Is there any way to invest in India's Reliance Industries? Doesn't seem to have any ADR for that one. Would be good to get a piece of Reliance. Any suggestions will help. ReplyIndia Offshoring Quarterly Snapshot [view article]
What about iGate? Could be the biggest winner of all! ReplyInvestor
Seeking Alpha in Indian Real Estate [view article]
Would like to refer you to an article I sourced and built upon eclectic-investor.blog... [[do leave your comments on my site]] ReplyInvestor
Seeking Alpha in Indian Real Estate [view article]
I know of villagers who have become instant millionaires and brokers who have become builders. I think cycles occur, and if you are present in a cycle at the right time, you ride the crest. Nonetheless, I see in Mangalore, gulf-based Indians, are starting to pick apartments for Rs 3000 per sq ft, in a place, where electricity is hard to come by. These were rates that existed in 2005 in Mumbai suburbs. I have been given a quote of 3900 psf in a place like Bajpe, with stories of 4 -lane highways and new airport etc. Well, Im not saying these things dont work. they do, but entering at the top of any cycle doesnt. Today, we are at the top! Reply