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Strategies & Market Trends : India Coffee House

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To: Mohan Marette who wrote (3474)	1/4/1999 7:24:00 PM
From: Senor VS	Read Replies (1) of 12475

Hi Mohan Thanks for the tip on ORB. I will look into it. I am still in MAST, but sold off (to my displeasure) CBSI and ITWO. I bought some SYNT (Syntel) at 11 and I think it is the undervalued stock of all the Indian software companies. SYNT should be into their 20s once their Q4 earnings comes in last week of Jan. The other good stocks, I bought recently BEAS at 11 1/2 and CATP at 22 1/2. CATP was punished from 59 to 15 because they cautioned that their earnings are to grow at 40% instead of the past 50% growth. BEAS is a market leader in middleware software. Their earnings were lower because of the recent acquisitions. Just my opinion. Regards Ravi

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