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Infosys Limited Message Board

  • shortinfygetrich shortinfygetrich Dec 5, 2007 11:56 AM Flag

    slowest server sector growth since mar07

    arab price gougers signaling current price level here to stay,
    more inflation and need to keep exchange rates high.
    So :

    1. coliesys will not be able to raise prices hurting margins

    2. competition is increasing why go out for colie when you
    can get competent staff at an affordable price esp.
    since developed world worker are more productive and
    speak/write English not hindish

    3. With the index near 50 a drop below 50 will contract
    the service sector turning up the heat to cancel the
    visas and backup the dhs paddy wagon and deport them.
    We could have a sales drop in a few months.

    Given the above coliesys could have a lossing qtr in about a
    yr, so come on, it's begging you to short tax loss season
    is nearly here.

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    • geez, I just don't know. Looks like another year of +30% growth, great balance sheet, low p/e ratio. There are much better stocks to short then this. Just don't see a change in the long term fundamentals. The market for expansion in India and China is unbelievable.

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