http://www.valuenotes.com/ ValueNotes Industry Research Reports Your Gateway to Indian Financial Markets xx http://www.valuenotes.com/rss/rss.gif http://www.valuenotes.com/ CA Inc has announced that it will acquire privately-held Nimsoft, Inc in an all-cash transaction valued at $350 mn. The acquisition significantly extends CA's ability to meet the unique IT management needs of emerging enterprises and MSPs, both of which are playing leading roles in the growth of cloud computing http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151506 2010-03-12 Articles The report calls for lending serious thought to issues of free and fair competition, entry of new innovators in this space, international or Indian, deterrence to bundling of IT goods and services, ensuring universal inter-operability between different IT systems, including high-end computers. India's high-end computer market is dominated by IBM (with 50% market share), HP (33%) and Sun (17%) http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151507 2010-03-12 Articles Vortex's solar-powered gramateller duo ATMs consume less than 100 W of power & do not require air conditioning, thus consuming less than 72 units per month. This indicates a saving of 1728 units per month & at least Rs1,20,000 per year (at a conservative commercial rate of Rs6 per unit) when compared to a conventional ATM installation. This rollout follows the winning of an order from SBI for a deployment of 545 ATMs across semi-urban & rural India http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151505 2010-03-11 Articles During Feb 10, all India power generation stood at 61.1 BUs (vs 57.3BUs y-o-y), while overall PLF was up by 99 bp to 62.6% (vs 61.6% y-o-y) http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151515 2010-03-10 Articles 3G is being looked up to as a technology that would improve Internet penetration in the country and for every 10% increase in broadband penetration there is 1.4% increase in GDP of the country. The launch of 3G services this year would see subscribers replacing or buying new devices. The government expects to earn a minimum of Rs35,000cr from the auction, money that is expected to help reduce the ballooning fiscal deficit, currently at a 16-year high http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151470 2010-03-08 Articles The Indian water industry is on the crossroads today. In a developing country with huge requirements for water recycling & purification of drinking water, there is a huge scope for growth. The total Indian water market is estimated to be about $12 bn. While the government sector contributes about 50% of this, the private industrial sector provides the remaining business. The overall market is growing at 15 -20% every year http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151473 2010-03-08 Articles The overall end-consumer demand for pharmaceutical products continues to grow steadily. Hence, inventory de-stocking will ultimately get aligned with demand post which the innovators will have to commence outsourcing again. Top picks in the CRAMS (The Indian Contract Research & Manufacturing Services) space include Divi's Labs & Piramal Healthcare http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151479 2010-03-08 Articles IndiaMART.com has launched state-wise tenders list under its popular tender's banner to help the SME and MSME community in the country. The new initiative has been implemented to simplify search procedure of local tenders for state-level SMEs. State-wise tender process will cut down the time element, an important factor in tender processing http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151448 2010-03-05 Articles Driven by a structural shift in demand drivers, the cement industry is at an inflection point as growth trajectory is estimated to shift upwards from its historical average of 8% to 10-12% over 5 years. Higher cement consumption is expected in the next trillion dollar (NTD) phase of GDP. It is believed that all ingredients are in place for the cement industry to move from a cyclical to a secular growth story http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151423 2010-03-04 Articles India's infrastructure is a 'work-in-progress', and offers significant opportunities for construction. Bullish view on the medium-term prospects of the Indian construction sector driven by: improving order intake, stable margins, and value unlocking opportunities. Adjusted for BOT/Real Estate projects, sector P/E stands at an attractive 13 times its FY11E earnings http://www.valuenotes.com/valuenotes/research/viewarticle.asp?ArticleCd=151424 2010-03-04 Articles