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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Technology & Strategy · Global Data AI Isn't Replacing Businesses—It's Redefining Competitive Advantage Two years ago, the AI debate revolved around whether companies should adopt artificial intelligence. That debate is over. Today the question is no longer who uses AI, but who is actually building lasting competitive advantage from it. According to the latest global data, the answer is surprisingly few. Start with the headline gap: 88% of companies now use AI in at least one business function. Just 6% are turning that usage into a measurable, meaningful impact on their bottom line. That gap between adoption and value, not the technology itself, is the real story of this decade — and the data behind it is more precise, and more revealing, than the headlines su...
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Today's afternoon Calls:
1. Buy Samkrg Piston and Rings Ltd at Rs.86. The company came out with very good results in the September, 2006. This result has been overlooked by the market. 2. Buy Soma Textile & Industries Ltd The company came out with good results in the September, 2006 quarter. The company will benefit from the restructuring exercise it carried last year and till the first part of this year. 3. Buy Roto Pumps Ltd. The company has completed the restructuring exercise and is on a move. Good price to pick the stock from the market. Should move up to Rs.80---Rs.90 in 8 month--18 months time. Pumps are necessary for infrastrucuture development and also in the agriculture sector. Both the sectors are given special impetus by the government. ALways have a long term view....PBA Infrastructure Ltd and Haldyn Glass is doing well today. More in the following mails.... Best wishes, Suman Mukherjee India. www.pkblogs.com/sumanspeaks

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