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Technology Stocks : SYNTEL (SYNT) - Upcoming Year 2000 IPO
SYNT 40.990.0%Oct 10 5:00 PM EST
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To: TraderTerry who wrote (2732)3/10/2000 8:45:00 AM
From: JDN  Read Replies (1) of 2761
 
Dear trader terry and Gerald: I see no reason to have IMRS and SYNT in a portfolio. In my judgement they are somewhat similar but SYNT is certainly less controversial and has a much smaller float. I believe in diversification but the two companies are too similar IMHO to represent diversifying. Pick the one you like the most and concentrate there. JDN
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