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Blogs about SAY

Blogs	Description	Date Updated
Option Update: Indian technology companies rally on tax holiday extension	Filed under: Analyst reports, India, OptionsInfosys (NASDAQ: INFY), an Indian computer services provider, closed at $46.77 Tuesday. Stifel Nicolaus says: "Raising estimates due to tax holiday extension; maintain Hold." INFY overall option implied volatility of 42 is near its 26-week average according to Track Data, suggesting non-directional risk. Satyam Computer Services (NYSE: SAY), an technology solution provider based in India, closed at $27.21 Tuesday. Stifel Nicolaus says: "We are r...	June 04, 2008
Satyam Broadens GE Pact In Alliance (SAY, GE)	Satyam Computer Services Ltd. (NYSE: SAY) has partnered with General Electric Co. (NYSE: GE) unit GE Healthcare to support customers deploying healthcare IT... [[ This is a content summary only. Visit my website for full links, other content, and more! ]] ...	May 20, 2008
Why HP’s EDS Deal Makes The Street Nervous	Clearly, the Street is not crazy about Hewlett-Packard’s (HPQ) plan to acquired Electronic Data Systems (EDS). In two days, the Street has knocked about 10% off HP’s stock price, chopping its market cap by about $12.5 billion, almost equal to the $13.9 billion deal price. The obvious question is, why? And the answer is, there are several reasons. For starters, this is a large deal - EDS has 135,000 employees - and has the potential to create all kinds of distractions for HP CEO Mark ...	May 13, 2008
Wednesday's Upgrades and Downgrades	UpgradesPAREXEL (PRXL)- First Analysis Sec Equal-Weight » Overweight Volterra Semi (VLTR)- Collins Stewart Hold » Buy Medco Health Solutions (MHS)- UBS Neutral » Buy Medco Health Solutions (MHS)- Citigroup Hold » Buy National City (NCC)- Bernstein Mkt Perform » Outperform Blue Coat (BCSI)- Stifel Nicolaus Hold » Buy Medco Health Solutions (MHS)- Jefferies & Co Hold » Buy St. Mary Lnd/Expl (SM)- Jefferies & Co Hold » Buy Volterra Semi (VLTR)- Piper Jaffra...	April 23, 2008
Is Business Slowing For Indian IT Outsourcers?	Are tighter IT budgets hitting the Indian IT outsourcing sector? Looks that way. Sataym Computer Services (SAY) reported first quarter results which missed Street expectations; the company also reported that margins would be flat to down 50 basis points in the March 2009 fiscal year. Meanwhile, Tata Consultancy Services (which trades on India’s National Stock Exchange) likewise reported March quarter results that were below expectations. According to Reuters, Tata COO N. Chandrasekaran sai...	April 21, 2008
Brace Yourself, Tuesday Could Be Nasty	The world markets have finally accepted the inevitable: the U.S. appears headed for a nasty recession. European markets had a terrible day Monday, and Asian markets have had two miserable days in a row while the U.S. marts were closed for the Martin Luther King holiday. the bottom line is that we are set up for an extremely ugly opening for U.S. stocks on Tuesday. This is not a tech story per se, but it has become increasingly clear that tech shares are not going to be immune to a major downturn...	January 22, 2008
Infosys Sees Some Customers Delaying Finalizing 2008 IT Budgets; Indian Outsourcing Stocks Slide	Infosys (INFY) this morning reported revenue for its fiscal third quarter ended December of $1.084 billion, with EPS of 54 cents a share. The Street had been looking for $1.08 billion and 51 cents. (Some special gains accounted for the difference between what the company reported and what the Street had expected.) For the March quarter, the company sees revenue of $1.136 billion to $1.142 billion, about in line with the Street at $1.14 billion. EPS is expected to be 54 cents, right in line with ...	January 11, 2008
Wednesday's Upgrades and Downgrades	UPGRADESGold Fields GFI CIBC Wrld Mkts Sector Underperform » Sector Perform Yamana Gold AUY CIBC Wrld Mkts Sector Perform » Sector Outperform Agnico-Eagle Mines AEM CIBC Wrld Mkts Sector Perform » Sector Outperform Kinross Gold KGC CIBC Wrld Mkts Sector Perform » Sector Outperform Avocent AVCT Needham & Co Hold » Buy Dime Community DCOM Stifel Nicolaus Sell » Hold Baxter BAX Citigroup Hold » Buy Helen of Troy HELE Jefferies & Co Hold » Buy Western Refinin...	January 09, 2008
Was the NY Post Fair to Cramer?	The New York Post has an article from this morning out saying that Jim Cramer may have revealed too much about stock manipulation when short selling stocks from his days at a hedge fund. This is being passed around today in chat rooms, blogs, and articles. The NY Post article also notes that the acknowledgment that some of his actions may have been illegal. While the article does point out the faults of Cramer, they leave themselves and BIG MEDIA out of the picture completely.&...	March 20, 2007

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