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Infosys Limited Message Board

  • always_a_bull always_a_bull Jul 21, 1999 2:02 PM Flag

    $$ Major Project in JAPAN ?

    Go INFY !!

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    • Defenders of Quantgal (and Freedom of SPEECH),
      where are you???

      Quantgal has bet his chips on
      INFY going down; the longs have bet their chips
      the
      other way. Quantgal as as much right to post OPINIONS
      as the longs have.
      (By the way, I have never
      seen Quantgal post false NEWS, only some wishful
      PREDICTIONS.
      Longs have been PREDICTING an upside. So What's
      the difference?)

      Couple of points justifying
      Quantgal's short position:

      1. Regardless of how sound
      or professionally run Infosys is, there has been
      no
      intelligent explnation of the absurdly high
      RELATIVE valuation, this stock has.
      There are any
      number of IT services stocks out there with the same
      business model and much lower valuation relative to INFY.
      Why not pick those stocks?

      2. What about the
      suckers who picked INFY up at $375-$200? What is the
      upside for these people and in what
      time-frame?

      3. INFY at $33Billion has nearly the same (or more)
      market-cap as:
      Computer Associates = $ 36 billion
      i2
      technologies = $ 27 billion
      Seibel = $ 26
      billion
      Infosys is a great IT services company, but as valuable
      as CA? C'mon.

      4. Why does the BSE price go
      down 8% (and breaks the circuit) on day after INFY
      posts excellent result? (Funds locking in their
      profits?? That would mean that they dont' believe there is
      any more upside.)

    • Guys,

      Quant is rich in money but poor in
      thinking.

      Also he can never accept he is wrong.

      may be
      100 years from now he will keep shorting INFY
      (assuming he has got any money left with
      him)


      Long on INFY

      Sky

    • Get over it, the stock price is not going to fall
      like you think it is. Look at post #502. That was back
      in august, way before it ran to 300. You said it
      should be priced at 20 back then, now it's at over 200,
      and your still saying that it should be at 20. The
      only way that INFY is going to 20, is if the Nasdaq,
      and dow go below 1000, and I don't see a crash in the
      next century.

    • abhi bhi waqt hai!!!

    • before you jump into any conclusion. I am sure
      you wouldn't
      have spoken about lower sales if you
      had read this information
      coming straight from
      India about Indian software companies,
      before &
      after Y2K.

      Check it out :

      http://www2.indiainfoline.com/sect/itso/updt01.asp

      I hope fiscal_surplus also finds the above info
      very useful
      becuase he/she wanted an update on the
      Indian software industry.

    • before you jump into any conclusion. I am sure
      you wouldn't
      have spoken about lower sales if you
      had read this information
      coming straight from
      India about Indian software companies,
      before &
      after Y2K.

      Check it out
      :
      http://www2.indiainfoline.com/sect/itso/updt01.asp

      I hope guru_of_net also finds the above info very
      useful becuase
      he/she wanted an update on the Indian
      software industry.

    • The fall has started! INFY will definitely have lower sales in Q3 and Q4. rad all the IT magazines about IT spending cuts. Next week will see the 70s.

    • hi manu , i think u r the only one talking sense
      here .could u please keep me posted about your views
      on I.T.sector of india.
      i hold a few shares in
      satyam/pentafour/infy/wipro etc..my email address is
      sanjeev1997@yahoo.com.
      thanks,regards,sanjeev.

    • Now we know why quantgal keeps ranting abt the
      "Greater Fool Theory" (i am sorry quantgal...nope, u don't
      sound hyper intellectual when u keep spitting that
      analogy).

      The market is highly dynamic and evolves over
      time...concepts and benchmarks have to adapt to the times. This
      needs a bit of intelligence. Its very easy to read up
      schmuck and blurt them out in a bid to sound credible,
      but without independent reasoning, you can't make
      much money.

      Kind of reminds me of
      Darwinism..."Great Fools" like quantgal lose out in the race to
      survival, and the gene pool ends up superior to what would
      have been with the likes of quantgal around.

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