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Technology Stocks : Satyam Infoway Ltd-(Nasdaq:SIFY)
SIFY 11.10-2.6%12:31 PM EST

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To: Mohan Marette who wrote (700)2/14/2000 12:40:00 PM
From: Mohan Marette  Read Replies (1) of 1471
 
emailAlert: Sensex crosses new mark - Motilal Oswal Securities Ltd (Bombay)

Date: Mon, 14 Feb 2000 18:05:18 +0530

The Sensex has touched 6000 and the regulators are having a strict vigil on the market. You as an investor should look at opportunity to realize your objective of investments.

We believe that all investors should fix a target return on his portfolio and on achievement offload his investment, at least partly to avoid disappointment at a later stage.The time has come to analyze your portfolio and make decisions for future investments .Has your portfolio given return of 50% and more in the last year. The index has moved more than 50% and still looks strong and has become stock specific. Companies with growth are rewarded and are giving good returns.Please look out for growth stock in your portfolio. How do you see it 1 year from here?.

The software boom has eroded value for other sectors.However, the banking sector looks good. We remember recommending you 2 bank scrips and you all must have seen the return in a short time.But nothing can beat the return of Infosys and Wipro. The value of Infosys is back to above Rs.10,000 after the split at Rs.14,600. We had recommended the scrip last July at Rs.3400/- prior to split.At this point we feel the Telecom sector and Media scrips are hot and will attract huge investments in short term.

In software look out for Satyam Computers and Visual Software. This could be the stock of this year.

Regards,
JP



(Wealth Creation Thought: Stocks are slaves of earning power)
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