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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?


To: TraderTerry who wrote (8555)10/19/1999 1:54:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 12475
 
CBSI is a good value play but it seems to be out of favor at the moment for some reason, it is selling at a discount to its growth rate. The others I don't follow.



To: TraderTerry who wrote (8555)10/19/1999 2:34:00 PM
From: Sultan  Read Replies (2) | Respond to of 12475
 
Here is my two cents worth. CBSI, SYNT and IMRS (and there are bunch of others) that are excellent plays for next year. And you are right, clueless investors are treating some of these companies as if they are going out of business. Same investors probably would rather buy INFY with 200m in revenue and market cap of 10 billion dollars, and this for a consulting company for god's sake.. (Not that you are clueless Mohan :o) since you seem to play momentum superbly and are a good trader)