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Strategies & Market Trends : India Coffee House
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To: ratan lal who wrote (9625)11/17/1999 12:50:00 PM
From: Mohan Marette  Read Replies (2) of 12475
 
Ratan,Sify is a fairly new company, only been in operation since fiscal 99 where as Infy is an established company,also the two are in different segment of the market.

I think SIFY will hit the century mark within 6 months if they execute on their strategy as planned. Within the next 3 to 4 months they should have their own gateway if the Babus don't f%$k up. SIFY is not just an ISP, they are a player in B2B and B2C segments. They should benefit from eCommerce as well with their +6 portals, they do sell stuff via the web. eCommerce is set to grow exponentially in India,estimated size of the market varies from $110 mil in fiscal 2000 to $15 bil in fiscal 2002. Sify is signing up +10K subscribers a month and that should put the number of subscribers around 200K plus within the year,they are also testing broadband (Cable TV) internet services and planning to add DSL as soon as it becomes available in the country etc etc. and Oh once the deal with Bank of Madura is implemented that is going to add a lot of value to the company, you are talking internet stock trading and other very useful services, consider also the target audience is the high networth NRIs and PIOs.

That is my take on it, now I got to run...trading awaits.
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