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StockCentral :: Community
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Join in on the discussion with other like-minded investors in our community forums. Learn about the fundamental investing methodology and participate in educational workshops in the Investing forums, stay up-to-date on StockCentral news and make suggestions to the StockCentral team in Central Square, and discuss your favorite stock or recent market news in our A-Z ticker-based forums.
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Sean Pulrang
Cambridge, Massachusetts
http://www.iclub.com
ICLUBcentral
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| 06/13/2007 2:42 PM |
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An article here about growing out of India, into other areas. Mostly about a center they already have in place, but it's nice to see that they already have plans for future growth that don't include shuttering the current plant:
In Brno, we can grow to about 600 or 700 people. We have a long-term view of our work there. We will never go to a customer and say, “Keep moving east.” It just doesn’t work. East ends and you come back full circle.We’re continuously doing location analysis. As we approach capacity in Brno, we’ll announce a second location. It could be in the Czech Republic, a city like Ostrava, or outside it. We expect to be at about 1,000 seats in Europe two years from now. |
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Sean Pulrang
Asst. Mgr. Tech Support Dept., ICLUBcentral Inc.
To file a support request, visit: http://www.iclub.com/support |
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armin fields
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| 06/14/2007 2:39 PM |
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Thanks Sean, that was a most interesting article about INFY BPO.
Here's another good article by the founder of INFY and current Chairman of the Board, the 2007 precommencement address at the NYU Graduate School Business:
http://w4.stern.nyu.edu/events/graduation07.cfm?doc_id=7226
Have you bought yet; if no, are you waiting for a certain price?
I'm very tempted, but haven't decided between INFY and WIT.
- I'd like to learn what Rajiv and Sally think?
Armin
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Armin Fields
check out my SSG blog at
http://arminfields.wordpress.com |
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Sean Pulrang
Cambridge, Massachusetts
http://www.iclub.com
ICLUBcentral
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| 06/14/2007 5:12 PM |
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Well, I am the very model of a beginning investment club member (I think) in that I am not in a position to buy shares of a company like this, at least not on my own.
I do like both companies, but right now they are both in the Hold range by my ssg's.
This is a hard call. On the one hand, WIT has the lower barrier to entry, but that comes with a lower Upside/Downside ratio.
If money wasn't an issue, it would be INFY at about 40.00, since that's nicely within my Buy range. As it stands, It's on my wish list.
Hmm.
Maybe that's where Amazon could expand to next, Wish lists for stocks.  |
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Sean Pulrang
Asst. Mgr. Tech Support Dept., ICLUBcentral Inc.
To file a support request, visit: http://www.iclub.com/support |
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Rajiv Roy
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| 06/18/2007 2:03 PM |
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Hi Armin,
I have had Armin since one week before 9/11. :) Yup I watched it go down 50% over the next 3 months. But held on to it primarily because of my belief in the business model. It has gone up 4x since I bought it.
Over the years I have seen it go up the value chain into EDS/Accenture business. I truly do not see any limits yet.
The company culture is conservative. Business processes are sound. As opposed to WIT, you do not have shareholder wealth concentrated in one person.
CTSH is a valid alternative to INFY.
Rajiv |
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Rajiv
www.stockfundas.com
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Rajiv Roy
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armin fields
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| 06/20/2007 9:05 PM |
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Rajiv:
Re INFY, WIT, PTI, and CTSH:
- Would you share your current SSG judgments for INFY (and WIT if you want to)? I’m particularly interested in what you chose for your Hi PE and, most importantly, why.
- And, would you elaborate on why you say WIT has “shareholder wealth concentrated in one person.” I tried to dig into that, but none of the websites I went to offered any helpful info.
In the WIT Forum/folder, I‘ve posted an updated comparison of Sean’s SSG and mine along with Take Stock’s. I think WIT looks good (but not Sean).
- As for PTI, it only has two years of annual data and one year of price data at NAIC-BI so a SSG is not meaningful and that makes me uninterested.
- In the CTSH Forum/folder, I’ve posted my reaction to your comment that “CTSH is a valid alternative to INFY.” [hint: I strongly disagree]
Armin |
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Armin Fields
check out my SSG blog at
http://arminfields.wordpress.com |
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