Infosys Shaky

What is the outlook for India’s outsourcing industry amidst the market turmoil? The Indian IT major, Infosys Technologies (INFY) had expressed their concerns about the recession when they announced their Q407 results earlier this year. Their Q2 results and the outlook for 2008-09, announced on October 11, quantify these concerns.

Where Would The Jobs Come From?

Against the backdrop of the financial crisis, with a bailout package that is as large as the cost of the Iraq war, economic policy emerges as the most important campaign issue for this election. The new American president will need to be extremely careful to not choke up the entrepreneurship engine with a tax policy

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Silver Lining In The Financial Crisis

Amidst the financial crisis, some 40,000 of New York’s 185,700 Wall Street jobs could be lost. The bailout is not exactly offering a great deal of confidence to the financial markets. We are all losing a lot of money. Fear runs through the system like a chilling shiver in the middle of the night. In

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Digital River: Buying Opportunity

Digital River, Inc. (DRIV), which provides e-commerce solutions to software publishers and consumer technology companies, is on a roll. The complex licensing and subscription management operations of many software companies are outsourced to Digital River. We haven’t covered Digital River much, but it is a top holding for several internet focused mutual funds.

Financial Crisis and the Top 5 Handset Stocks

Bargains abound amidst the financial fiasco. Let’s look for the ones in the handset sector. The iPhone has created a flurry of activity in the handset market; more handset makers are moving towards the convergence device trend. Just yesterday, Nokia released its response to the iPhone, a touchscreen 5800 XpressMusic smart phone called the Tube,

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Mellow Micron

The financial markets are scary, and amidst this turbulence, earnings season is under way. Micron (MU) reported a larger-than-expected fourth quarter loss yesterday. The company was affected by the oversupply situation in the DRAM and NAND markets. Semiconductor prices continued to plunge and NAND ASP declines outpaced cost reductions; as a result Micron had to writedown its

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Will Amazon Kindle Vertical Integration?

I wrote a controversial Forbes column, How Amazon Could Change Publishing, in the spring. In this column, I submitted that Amazon could disintermediate traditional publishers and agents, and free up money that they could share with authors. My hypothesis was based on the fact that since Amazon has a technology-based merchandising system capable of figuring

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Top 12 Enterprise Software Stock Bargains

Here is a compilation of top 12 enterprise software stocks worth watching, especially after yesterday’s beating in the stock market. If you have the nerve for it, you can consider buying some.