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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (31249)	11/9/2003 2:41:23 PM
From: Lizzie Tudor	Respond to of 89467

a difference between those outsourcing firms you mean? The good thing about investing in many of these is that you are also playing the decline in the dollar. Some people like ctsh the best of all the firms. If I thought the dollar was through falling I might short wipro and some of these though, because my view is the promise of offshoring is not living up to the hype. In general, I don't care for investments in body shops, I don't think there is enough intellectual capital to hold any sort of value. You can invest in accenture or IBM also if you think the indian trend is accelerating, they have huge Indian facilities. Or, on the other side you can short Oracle, my personal belief is that they offshored their business away. Notice Oracle, who benefit from a microsoft decline, never rallies no matter what the naz does. Oracle should rally but their revenues are lagging and imho the reason for that is because nobody buys US oracle licenses anymore. They just buy indian licenses, can't be much money in that.