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ravi
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Quote ravi Replybullet Posted: 21/Oct/2010 at 10:08am

This is a subject that has been beaten to death by me but deserves a closer scrutiny. Global Warming (19, 22) is now clearly a clear and present danger!

Aside from the fact that the United States has 50 States and is now governed by the number 14 in the 21st century with 41 being the number in the 22nd century.

 

  • India which has 28 States will see the 29th State being formed in 2011. We are clearly headed to 32 States and 9 Union Territories coming to a total of 41.

 

 

  • Europe which is an inward looking continent is incapable of dealing with issues like global warming, new technologies and global issues like water, food and poverty issues.

 

  • Thorium reserves which are available in abundant in India need to be used on a major scale to generate electricity than Coal which is a major polluter. Carbon sequestering of Coal is necessary to reduce it’s major polluting effects.

 

 

  • USA would see increased droughts in it’s region and would clearly have to look at acquiring farm lands in other countries to meet it’s increasing food needs. Nowhere is it more acute than countries sitting on the edge of seas or tropical countries like India will see increased and faster depletion of Himalayan glaciers by 2030 (which feed the Ganges)impact the settlement of people near “life giving” rivers.

 

  • In conclusion, a “United” States is better able to deal with these major issues which have been mentioned unlike a "Divided" United States which will be handicapped in tackling these matters like the former USSR.
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mane.ramesh
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Quote mane.ramesh Replybullet Posted: 21/Oct/2010 at 10:40am
If you want stock for one year
DONT study fundamentals of company
DO     study macroeconomic factors, turnaround signals etc

Study fundamentals of industry/company if you are looking for atleast one decade. For example c**** computing will take 3-4 years to mature and next 5-6 years to deliver fruits to shareholders (and same argument for any other emerging sector/company).















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mane.ramesh
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Quote mane.ramesh Replybullet Posted: 21/Oct/2010 at 10:42am
why  'L', 'O', 'U', 'D' are replaced by * Angry ????   badal computing





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Kabootar
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Quote Kabootar Replybullet Posted: 22/Oct/2010 at 12:22pm
some guy was spamming with posts on c loud computing... wish i could buy google right now, they're all about the c loud.
Verbal diarrhoea! A most deadly disease.
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TheMatador
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Quote TheMatador Replybullet Posted: 22/Oct/2010 at 1:45pm
Originally posted by abhishekbasu


Originally posted by TheMatador

I am bullish on SaaS. It's going to be omnipresent technology just like mobile phones. I don't know how to decode balance sheets but the way Ramco is marketing it's SaaS ERP enthuses me. Almost every manufacturing/retail company needs ERP IT systems for better management. In India many companies still do it on excel sheets.So you can expect mid,small and micro cap companies to implement low cost SaaS model.
Also they have some aviation analytics product and Air India is one of their clients.
Ramco is definitely doing well. But they are likely to face very stiff competition from Microsoft and SAP, both of whom are planning separate on-demand model for ERP for SMEs.


Competition is everywhere, and the biggest of them is Salesforce.com, but Ramco is targeting small and microcap companies. SaaS is a low cost model and Ramco will offer low cost services.
Keep digging...one day you will find the mineral beneath.
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chimak10
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Quote chimak10 Replybullet Posted: 22/Oct/2010 at 3:12pm
My recommendation for stock of 2011............... will be disclosed on 1 jan 2012........and you guys will repent why didn't you bought that stock.
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garun1980
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Quote garun1980 Replybullet Posted: 22/Oct/2010 at 5:45pm
I want to invite views of the forum members on the following three stocks - Shree Renuka, IFB and Talwalkar. I am bullish on all three and have a position in Shree Renuka and Talwalkar. I also own Whirlpool, which I am looking to convert into IFB after the Q2 results. Please let me have your views. Thanks so much!!
Back in school!!
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SimpleInv
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Quote SimpleInv Replybullet Posted: 22/Oct/2010 at 5:57pm
Originally posted by TheMatador

Originally posted by abhishekbasu


Originally posted by TheMatador

I am bullish on SaaS. It's going to be omnipresent technology just like mobile phones. I don't know how to decode balance sheets but the way Ramco is marketing it's SaaS ERP enthuses me. Almost every manufacturing/retail company needs ERP IT systems for better management. In India many companies still do it on excel sheets.So you can expect mid,small and micro cap companies to implement low cost SaaS model.
Also they have some aviation analytics product and Air India is one of their clients.
Ramco is definitely doing well. But they are likely to face very stiff competition from Microsoft and SAP, both of whom are planning separate on-demand model for ERP for SMEs.


Competition is everywhere, and the biggest of them is Salesforce.com, but Ramco is targeting small and microcap companies. SaaS is a low cost model and Ramco will offer low cost services.

Its amazing to see how salesforce grown in this financial environment. I am with mckinsey, and my most of current business cases are around Badal computing, my initial thought is its going to be big, but only small and medium enterprise will use it. everyone is getting into it, HCL got huge plans, SAP business one(i cud see tomorrowNow guys running around already) is almost there.
I don't think Ramco will be of any significance, Its just an incompetent(to put it mildly) organisation. If you are bad at what you do then even first mover advantage wont help in medium to longterm. Look at the companies which started much after Ramco in IT services, look at the premium/rates/brand they command over Ramco. You know what I mean :).
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