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Infosys Ltd. Message Board

  • n59218 n59218 Oct 10, 2013 4:48 PM Flag

    Extra-ordinary opportunity for INFY ... it seems like...

    This is an extra-ordinary opportunity for INFY... guess what it might be? I'm hearing: IBM might be interested in taking them out! In fact, this rumor started circulating for a few weeks now, ever since INFY and IBM's charts started doing the dance in opposite directions ... INFY rising from 46 from a recent nadir point. Who knows what is the ultimate truth here? If we analyze it fundamentally, it makes sense for IBM ... why to keep on giving out big moola for their service contractors? Also, the INFY pps is very attractive at this point and the INR has stabilized, would be pulling in foreign-investments back into the India country (reversing the earlier exodus). If you see technically, IBM might be getting a cheap deal here ... when the INFY pps is supposed to hit triple-digits in the next few years, with relatively low-risk-profile, its a no-brainer buy here for IBM. Otherwise, where its gonna find that kinda of growth organically? Knowing this, I wonder whether some other player will jump-in into the mix first. Any thoughts? [Disclaimer: IMHO only ... I'm not privy to any knowledge that might be going on inside. If you analyze the situation, it makes perfect sense in my opinion].

    Sentiment: Strong Buy

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    • They have their own coliars, believe me I've seen them crash db's on multiple times so why would they buy
      an over priced coliar sourcer when all you have do is get a big truck drive it into the villages, collect all the cut rate idots you can stuff, run them through a hindish course, prep them on lying to the visa officer, and send them
      on the next flight out?

      With a good chance that the house will pass rules that will ineffect outlaw the coliar sourcing biz this seems more like more lies from a desperate coliar trying to get out by dumping on some clueless immoral long.

      Sentiment: Strong Sell

 
INFY
60.18-0.31(-0.51%)Oct 1 4:00 PMEDT

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