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!!! W E L C O M E !!!
In INDIA, people generally relate to stock market as “EASY MONEY” or “SATTA BAZAAR”. For them it’s purely a GAME or matter of sheer LUCK and nothing more than that. But seldom do they know, by following certain PRINCIPLES and taking INFORMED decision, this same platform has the power to take them from rags to riches. No doubt, it has a certain amount of RISK attached to it. But every business or investment has it. What more, the Finance Ministry has already made the long term capital gain as TAX FREE whereas the short term capital gain is taxed at merely 10%. On the economic front, India’s GDP is growing and is expected to grow at scorching pace of more than 8%. Unfortunately, even today our market is being ruled and dominated by FIRANGI’s money. But I can see, the day is not far when our general PUBLIC will change its perception and start putting MOST of their savings in equities as an ** Investment **.
Remember, "K N O W L E D G E" and "P A T I E N C E" are the key to success.
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SAARTHI

Sensex (LIVE- Intraday)

Sensex (LIVE- Intraday)

Friday, March 21, 2008

Avaya GlobalConnect Limited - 160.00 Rs



Incorporated in 1986, Avaya GlobalConnect Limited (AGCL), erstwhile Tata Telecom Ltd is India’s leading provider of intelligent communications solutions, systems and services focused on meeting the needs of organizations large to small. It offers a comprehensive suite of solutions for Contact centre, Business Process Outsourcing and end-to-end converged communications. By designing, building and managing some of the world’s most advanced communications solutions, AGCL is helping its customers achieve sustained advantage through superior business results. Notably, it has initiated strong branding on Intelligent Communications covering IP Telephony, Contact Centers, Unified Communications and Communications Enabled Business Processes (CEBP) Solutions. Infact company continues to command leadership position across various market segments in the Convergence and Contact Center domain. So in order to provide best-in-class converged communications products and solutions, AGCL has partnered global technology leaders such as Polycom- the worlds leading video-conferencing solutions provider and NICE Systems-the Israel-based customer experience management specialist. It also has strategic alliances with systems integrators such as IBM, HP, Netsol and Servion.

With strength of around 800 plus professionals, AGCL has over 30 offices spread across the country, from Jammu to Trivandrum to Ahmedabad to Siliguri. The company has an extensive distribution network comprising over 50 systems integrators, channel partners and dealers. With over 6,000 customers, it provides world-class service support through a remote maintenance integration (RMI) system. It has state-of-the-art Lab & world class Customer care center in Gurgaon, Customer studio in Mumbai & Development center & Solutions support center in Pune. Today, the role that communications networks play extends far beyond basic connectivity. The effective use of communication tools can have a major impact on any company’s success by enabling the delivery of better customer service, helping to empower key decision makers and enhance the brand image. To remain competitive, enterprises are looking at the emerging technologies to utilize the common infrastructure for voice, data and multimedia applications and are also expected to deploy Modular Messaging, Unified Communications and high-end Video conferencing Solutions in near future. This all augurs well, as for AGCL is uniquely positioned to offer solutions for convergence for such customers. Accordingly company has been expanding its focus on `3C' strategy of converged communications, contact centers and customer services to address specific industry verticals. The industry verticals approach helps it to differentiate its products and solutions in a highly competitive market environment.


Last year, AGCL has launched new products and solutions like customer interaction express solution to address the needs of domestic call center customers, high definition video end point (HDX) and IP based high definition multi conferencing unit (RMX) for video conferencing and wireless infrastructure & handheld devices for mobile computing to address the needs of key vertical segments like retail, hospitality, etc. It is also focusing to develop domain knowledge of Banking & Financial Services, retail & manufacturing and Travel & Logistics. Its endeavor is to tap large investments in these sectors by developing and deploying new applications / solutions and thereby create an experiential selling environment. On the other hand its WOS in Australia has expanded its geographical/customer base and now has presence in Sydney, Melbourne, Adelaide, Brisbane and Perth with over 100 customers. Financially company has reported disappointing nos for last 2~3 quarter but still on a conservative basis it is estimated to clock a turnover of Rs 550 cr and PAT of Rs 30 cr for FY08 ending Sept 2008. This translates into EPS of Rs 21 on current equity of Rs 14.20 cr. Investors are advised to buy at current levels with a price target of Rs 250 (i.e. 55% appreciation) in 12~15 months.

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