SYNTEL (SYNT) - Upcoming Year 2000 IPO Message Board

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Technology Stocks : SYNTEL (SYNT) - Upcoming Year 2000 IPO

SYNT 40.99

0.0%

Oct 10 5:00 PM EST

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To: P. Ramamoorthy who wrote (1678)	5/14/1998 7:05:00 PM
From: John Sikora	Read Replies (1) of 2761

Ram, Here's a liitle info regarding the impact of sanctions on these companies after a few inquiries... This will not affect the hiring of employees in India at all...It is not viewed as being a big deal on a business level. Sentiment and perceptions regarding these companies might change but this incident does not greatly change the fundamental business models going forward...FWIW here's my two cents on the various companies: SYNT...went too far too fast( but was a great ride..) Y2k work is gravy on top of existing services. If you liked it a 35 you gotta love in the low 20's IMRS...great management...needs to make acquisition soon and put that 100 m to work! IMO big time buy less than 25...Transition from Y2k company underway... CBSL...ditto on management...IMO has made excellent acquisitions albeit pricey to insure future revenue growth and expansion of business...should grow revenues like weeds... MAST...I don't know management at all and haven't followed closely...Hasn't suffered as much in the recent selloff... KEA...the chart speaks for itself...it's been a great company to hold and the acquisitions all look good...stock on the rebound ahead of the pack CHRZ...things started to unravel after this q's CC...fot the whole sector...stock on the rebound but not my favorite( as I stare at my May calls :-O) It's interesting to see these stocks all settle in the same price zone...Just like starting over... Good Luck to all... john

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