PN Vijay`s view on Subex

Subex is perhaps second only to Infosys., says PN Vijay, Portfolio Manager, www.askpnvijay.com.

Vijay told CNBC-TV18, " Subex is perhaps most difficult company to understand in the midcap IT space because they are essentially a product company and apart from most of the other Indian companies which are sort of a garage where people come and park their cars and get it serviced type of thing. So Subex has gone ahead and done a very risky business model