SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SYNTEL (SYNT) - Upcoming Year 2000 IPO
SYNT 40.990.0%Oct 10 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JDN who wrote (2123)11/4/1998 5:04:00 PM
From: Dave O.  Read Replies (2) of 2761
 
Although I don't own any SYNT I have been thinking about it lately. From a prior post someone stated: For third quarter top 2 customers 36%, top 5 customers 57%, top 10 customers 69%.

Do you think analysts are concerned that so few customers account for so much of their revenue? Are the bulk of their contracts consulting, contract programming, systems integration, ... that are Y2K independent? I live close to their headquarters here in Michigan so I'll try to see what I can dig up.

Last, were there any questions in the conference call about earnings projections? Did management comment on analysts estimates for the upcoming quarter or the fiscal year? It's tough when management provides minimal guidance to analysts as it seems SYNT has done.

Dave

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext