HCL+Apple

check this out: http://www.zeenews.com/articles.asp?rep=2&aid=298708&sid=ENV

Time to buy both HCL and Apple stocks I say, if this kicks off, we are in for a revolution. Just research on how Apple captured the European, American, and Australiasian markets. How quickly they pumped a near domination. And in India, they do not have ANY competition. This will be hot.

Whats in the run: Apple+HCL in selling:
Apple I-Pods
Apple Desktops
Apple Notebooks
Apple accesories
in INDIA.

HCL is to provide sales support and after sales service.

Watch out for: Just depends on how HCL manages to market the products and how fast they want to get going. A lack of competition might slow the initialization and realization process. Plus, the cost of Ipods still remains rather high, and the worst thing is that I-Tunes does not yet have an Indian store (But i heard something about one in the pipeline). If one wants to get music from overseas stores (dont know if its allowed) you gotta pay atleast Rs 50 a song!

Hope: The good news is content protection is less in India than in western countries, bolly music has nearly no copyright protection, and you can buy quality music from Airtel etc. Plus ripping MP3s is not that hard is it? PPl have been carrying around hard-drives everywhere anyway. And the most potent selling point is the prosumer cool image and brand value of Apple.


HCL-tech climed today on NSY, and is climbing on BSE right now!

A pity HCL infosys did not do as well on the stock makret last year! Even with their 5Bn Boeing contract, but still, you gotta wait on that atleast for a couple of years for that to kick in, The 787 hasnt left the design boards completly yet.

I am going for hold on HCL infosys and buy on HCL tech, what do you reckon? And for those on the NSY, who havent bought Apple yet.........all I can say is wake up!, its not too late yet!

All this only if you want exposure to the bluechips this year, not a good idea given the sensex's jumpy behaviour, but still if you are in the long run, and agile on your feet (well keyboard+mouse) then go for it.

-All views personal, no inside information, only analysis, No obligation.

Girish