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EWMBA

Finally my EWMBA as Haas has started on 8/20 with first day at Berkeley campus. First day was pretty good - it was like having 6 day work-week. The jorney till now was started last year around Dec time when I decided to pursue my MBA and started preparing for application. After GMTA, Tofel, Essays, Reco, Admission, waiting for confirmation for admission, stats pre-req course completion and attending Haas Orientation in first week of Aug - it was already a long journey and since I survived this, I am sure that I would survive first year in which we have to complete 9 courses and total 3 years to complete my MBA.

First half of first semester has two courses - one on Micro-economics and other on Organization Behaviour. Both are interesting courses and should be directly applicable to my job to some extent. Instrcutors are good.
Home-work and studies have started with reading of case-studies and problem set solutions. Before it starts with full speed, I went for a round of bridge with Bhandi, Rahul K and Manoj Wadekar. Not sure when I would be able to play again !

Now coming to some stock opinions:

India:

Anil Ambani has investred in Span Telesystems which is involved in call-center and other telecommunications related out-sourcing activities. From experience with Adlabs and Reliance Capital, the share prices in which Anil Ambani invests zooms in next few weeks. Span Tele has already went from 25 to 150 today. I think it is good indication to invest. In my opinion, this stock will cross 200 by 2005 year end for 25 % return - not bad for 5 months return.

For US stocks, I am tracking LOUD and PALM which I think have quite potential. LOUD is kind of arms-dealer enabling many non-tech companies and even MSN to open up Music stores for song downloads. It is around 90 cents and should go above 1.2/1.3 by year end.
PALM's Treo line of PDA cum cell-phone is very strong competition to RIMM and from market value point of view, PALM is cheap compared to RIMM. I am surprised that either Nokia or Apple is not making a bid for PALM. In my opinion, it should cross 40 (from current 33) by year end.

Other opinions in next post..Good night !

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