*The best stock to short is L&T.* Its now obvious that they are the ones who are really serious about buying SATYAM. Other bidders are just testing waters . PE funds are in there to have some fun, nothing else. L&T are in a precarious position because they alraedy hold truck loads of SATYAM shares. Phanish Murthy clearly mentioned, there is absolute lack of clarity on what the revenue projectiosn would be. In this environment , no fool would spend money to buy a tainted company like Satyam and L&T now have not choice. They have gotten on a tiger and cant get off it without being eaten (to use the same Rajus metaphor). If markets worsen, this could easily go *below 500*...
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