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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (17445)1/1/2002 1:33:32 PM
From: fletchb  Read Replies (1) of 99280
 
Zeev,

Doing some dili I turned up INFY. I've known of the company before but never gave them much thought. In my favorite techs I do have several that are foreign. I like ARMHY, CHKP and MERQ. My first question is your thoughts on INFY. Could they be a new leader? They are headquartered in India and could have some war news weakness. If they do, I might use it for an entry. My other question is why are these foreign companies very profitable. Is it due to lower labor costs, as with INFY, and is there some other advantage in your opinion?

Thanks,
Fletch
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