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


To: Mohan Marette who wrote (4236)5/9/1999 12:45:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 12475
 
What Rajiv likes according Barron's-AOL,Intel,Ebay.

EBay, AOL Liked by Digital Century's Chaudhri, Barron's Says
By Aimee Picchi

New York, May 8 (Bloomberg) -- EBay Inc., America Online Inc. and Intel Corp. are among the stocks liked by Rajiv J.Chaudhri, founder of technology-oriented hedge fund Digital Century, Barron's reported. Chaudhri likes eBay because it's the leading person-to-person electronic-commerce company that doesn't take on the risk of holding inventory, while No. 1 online service America Online has the potential to double its earnings for the next several years; Intel will benefit from increasing demand for personal computers, he said. Chaudhri said he doesn't like semiconductor equipment maker Lam Research Corp. because its revenue growth rates will be slower than competitors as its market share has declined, and he doesn't like Internet service MindSpring Enterprises Inc. because it lacks a brand name and the size to compete with AOL, Barron's said.

Chaudhri, a veteran semiconductor analyst, left Goldman,Sachs & Co. in 1997 to start Digital Century.

quote.bloomberg.com



To: Mohan Marette who wrote (4236)5/9/1999 5:03:00 PM
From: Satish C. Shah  Respond to of 12475
 
Here is the flip side of it. darwinawards.com

Hello Mohan:
Thanks for an interesting link.
Try the complementary link.
Have fun

Regards,
Satish



To: Mohan Marette who wrote (4236)5/10/1999 10:37:00 AM
From: Satish C. Shah  Read Replies (2) | Respond to of 12475
 
"Father India", How encounters with an ancient culture transformed the modern west.
By Jeffery Paine

Hello Mohan:

I am too upset to say any thing at all about this book.But if you read/or flip pages of this book, pl let me know what do you think of it.

Thanks.

Regards,

Satish

PS: I wonder if Paz had read this book(could not have, published 11/98) what he would say.