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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (18499)	10/10/2003 3:07:50 PM
From: Sam Citron	Read Replies (2) of 57684

The Indian IT sector is having a field day today on the back of Infosys' results and raised guidance this morning. My Satyam is up 7% today and 27% in the three weeks I have owned it. Andy Grove's comments about the disruptive nature of the Indian IT industry (starting at low end of value chain and working its way up) are helping. Message 19389699 see pp. 91-92

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