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INFO-TECH
STOCKS
NIIT: Hold/Avoid fresh exposures
A good order pipeline and operational flexibility may be the beneficial fallout of the proposed demerger of the software solutions segment by NIIT. However, the learning solutions segment may continue to be a drag on valuation, says Krishnan Thiag arajan.
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SOFTWARE
Software sector in 2004 — Gung-ho, but check the pulse
The software sector has ended 2003 on an optimistic note, but frontline companies will have to gear up for the challenges ahead.
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