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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (41504)	12/31/1998 2:35:00 AM
From: eabDad	Read Replies (3) of 132070

MB- I like KEA, had it for a while but sold in the 50s when I thought the y2k bubble was bursting. I carried away a better understanding of the enterprise software space from the experience. I have been trying to look for values there, and wanted to get your impressions of Syntel (SYNT). I heard their story last February at the Robbie-Stephens Tech Conference and was impressed. They got run up to the 40s with the y2k hype, but then have corrected to near year ago levels below 12. If you do not know them, you may want to investigate. It's been a couple quarters since I've done DD, but have just started again. Z

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