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Technology Stocks : CATP-The stock is taking off
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To: Ram Seetharaman who wrote (731)2/14/2000 11:55:00 PM
From: P314159d  Read Replies (1) of 782
 
Ram I like your insight on INFY,
not to mention your great calls here and MENT (It finally has taken root like I saw last year, but didn't stick with it!).

But what others fit INFY strategically in that business area. Let me start with a bigger name, BMCS? Appreciate any conversation on this line. Offline or whatever.

I don't think I like the nomadic job-shopper type of SW environ, I have debugged in it and it leaves us land-lubbers a worse chore of fixer upper.
But I don't get rich playing engineering games, that is for sure.

Also i would not see DELL reaching this way. They would be better served venturing into different hw environment rather than software areas they have no clue how to run. JMHO.
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