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November 12, 2007
Goldman: Tech Stocks' Financial Services Exposure
Goldman Sachs analysts have updated their list of tech stocks sorted by financial services industry exposure. Perhaps needless to say, it's a bad time to be an Indian IT outsourcer.
Then again, see any sign of the worst-hit tech stocks from last week -- Google, RIM, etc.? Me neither,
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Doesn't it rather depend on what has been outsourced? New projects may not come by in a credit crunch but maintenance and services related revenues would not change much, would they?
I wonder how much of GOOG revenue comes from the real estate market - lowermybills.com, countrywide, etc?
They have some exposure, just not sure how much
Wasn't that a Tim McGraw song, 'Indian Outsourcer'...ah, nevermind.