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Strategies & Market Trends : India Coffee House

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To: Mohan Marette who wrote (3244)11/20/1998 4:09:00 PM
From: Shivram Hala  Read Replies (3) of 12475
 
> All'bout the YAGO boys. [Gigabit fast moves

I watched the networking sector for quite a while and put my money on SHVA as a turnaround candidate. :(

I still have ITWO in my IRA and will add to my position depending on the circumstances. I took a small position in manu but will add more in the 7-8 range (more as an opportunity to sell on a rumour). I don't have the stomach for ebay and the like although I have ONSL at 15. Currently I like CN as a turnaround but I'm watching the banking sector and the economy in general and will always be ready to pull the trigger if Ralph Acampora shows up in bearskin. [Actually I want him to show up again]. I know you are in dell dell and dell. What's your take on other companies. I look a lot into fundamentals which is currently my achilles heel during this period of insane exuberance in the internet stocks.

For some time many desi were sr. tech people in various companies, physicians, motels owners, groc store owners, .. financial analysts, .. cabbies. In the last few years technology has given them a spectacular opportunity. The sad part is that most of them bailed out after making 10s or 100s of millions. Very few have stayed the course. But atleast this has given them an opportunity to show that they can manage/run a company very efficiently and profitability. While the glass ceiling has cracked a bit the real opportunity is in starting companies on their own and making it a huge success.
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