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To: H James Morris who wrote (93488)2/14/2000 11:28:00 AM
From: HG  Read Replies (1) | Respond to of 164684
 
HJ,

Investing in US companies with lofty valuations is one thing...its a relative game and all companies are valued accordingly...

Investing in Asian companies, which are still valued with traditional metrices, is different. INFY, SIFY are like fish out of water.....

BWDIK ???



To: H James Morris who wrote (93488)2/14/2000 11:32:00 AM
From: Robert Rose  Read Replies (2) | Respond to of 164684
 
Bot arba, ppro, and doubled up on my large cmrc position. Here we go again! (I hope....)