Rediff and Sify: Stock Analyst Views

SmartMoney has done a story on the usual debate: Rediff vs Sify, from a stock point of view.
“While Rediff is well positioned to capitalize on the emerging growth in online advertising and services in India, we are not enthusiastic with its current valuation given the nascent nature of the Indian online market and intense competition from well-funded rivals,” wrote George Mihalos, an analyst at New York investment bank Gilford Securities.
For Sify: It’s Rediff’s narrow focus that just might give Sify an edge, especially considering that Google entered the Indian market last year. Unlike Rediff, which is strictly an operator of a web portal that offers email, user groups, blogging, and links to news, entertainment, shopping and the like, Sify has three distinct business lines: network infrastructure for the enterprise market, Internet access and content, and cyber-cafes.

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