Wednesday, May 18, 2005

Mad Money

I have been watching Jim Kramer's Mad Money program in CNBC. This guy rocks with enthusiasm. But this show pales in comparison with Kudlow and Kramer. The latter was much enjoyable to watch with analysis from Politics to Petroleum prices.

Jim looks a tired person but he still carries much of his exuberance that was visible in K&K show. Today he listed top 10 stocks 'that have not done anything yet'. He bets on these stocks as a safe investment in these times where no one can say its Bull or Bear..

Out of 10 I root for Yahoo and UPS. Lets see what happens in the coming days..

Whats happening with Siebel though?? This stock is now lingering in single digit mark and how long will it be before IBM or SAP or Oracle or do I hear Microsoft come knocking with a quote at Siebel's door..

On the MBA front - I still have lot of pending action items. I hope to resolve atleast 2 items by this weekend. One question that is lingering on my mind is What will happen to the image of ISB with IIMA's program. Do companies that come specifically at IIMA (talking IBs/MCs here) will consider the Pgpx candidates? What impact will Pgpx have on IIMA's flagship 2 yr MBA program and viceversa? Will International students consider India as a MBA education destination and join Pgpx (After all ISB's 5Yr old program with International professors still doesnt have a sizable chunk of International students. Most of the internationals are NRIS)
And are Indian corporate really warmed up to the Idea of 1 yr MBA program and recruiting at Lateral levels) How about the faculty at IIMA will they be efficient enough to tackle,inspire and prepare students with high Industry experience and maturity. How dramatic a shift it will be for them to enter a classroom filled with kids of almost zilch experience and the one filled with students in their late twenties and many years of corporate experience under their belts)

Will Pgpx finally propel IIMA towards the International top 20 league. (CEIBS is already almost there, FT ranking of CEIBS is 22. International students 20%)

I will answer these questions in detail tomorrow.

My verdict is that I have immense confidence on the value Indian Management can offer to the world and the potential of this world class institution called IIMA.

adios.