S Anand

Good: CRISIL | HDFC | ICRA | IDBI | RBI | SEBI | SHCIL | SICOM | UTI

Bad: CARE | ECGC | HUDCO | IFCI | SIDBI

More layoffs: AT&T, News Corp, Gateway and Motorola. But the find of the day is TheStandard’s layoff tracker.

“Studies have shown that…” idiosyncratic risk in stocks is higher. So, have 30 stocks in your portfolio.

Investor Guide: pretty good on news.

Investors are smart. Disney kills Go.com. Stock rises. Sega kills Dreamcast. Stock rises. Lesson: kill it if it won’t work.

Recession.
Daimler Chrysler slashes 26,000 jobs.
Disney cuts 400.
Amazon may have cut 20%.
It isn’t nice (1
2).
But dot-coms might still do well, since software, labour and real-estate
costs will start falling?

The MouseDriver Insider: life at a startup.

Wouldn’t mind investing in Israeli tech stocks. But we’ll have to wait for FEMA to replace FERA.

Freedrive closes public storage space. Along with Napster, that’s a nail in the coffin of free software. But what about the argument that code is speech, and hence “free speech”?

Self-organising websites. If I had the time, I’d make mine one, like Slashdot or Plastic. Any takers at IIM-B?