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Technology Stocks : Infosys: First Indian Company on NASDAQ
INFY 17.82-1.2%Jan 9 9:30 AM EST
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To: Mohan Marette who wrote (45)1/6/2000 11:39:00 PM
From: christopher franck  Read Replies (1) of 67
 
great company.
greater management.
complete financial transparency [annual report gaap for 8 countries].
about 10% of revenues on ecommerce but growing fast.
less than 5% revenues for Y2K.
is moving higher on the food chain away from simple indian-bodyshopping style.

have secured great dotcom contracts for example:
SportsLine.com, Inc., (Nasdaq:SPLN), the leading global Internet sports media company and publisher of CBS SportsLine (http://cbs.sportsline.com),
has selected Infosys Technologies Ltd. (Nasdaq: INFY), a leading software consulting firm, to expedite the enhancement of reliable, secure and complete e-Commerce solutions for SportsLine's family of Web sites worldwide.

sure a greed factor here on the price but hey they can deliver.

just achieved SEI-CMM5 software development level [only 2 dozen or so corp worldwide] and as technologies become more complex, IMO less and less companies will have the processes to actually deploy these systems. referring to the biotech industry it is like the bio tech co that invent the molecules and the contact manufacturers that actually produce a ton of it. infosys is a producer.

infosys is value for money with better processes for delivery, higher quality, zero-financial risk [how many NASDAQ co can say that?] and lower costs through its global development model.

now with a market cap of USD24B suddenly they have a lot of cash. they'll buy sales know-how and distribution know-how and go from strength to strength.

finally a company where you only need to be right once, this is when you buy it.

this is a long-term holding.
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