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To: Yamakita who wrote (2169)	10/31/1999 8:20:00 AM
From: Jonas1	Read Replies (1) \| Respond to of 6018

Ganesh on eVentures in India on TMF board Don't know anything about India, but Ganesh, a big softbank afficionado, posts on the TMF board, and there are some interesting posts re ISPs in India. This is relevant to Softbank investors, as Softbank also has a joint venture recently announced in that country. Jonas

To: Yamakita who wrote (2169)	10/31/1999 10:58:00 AM
From: mact	Respond to of 6018

yamakita, i agree completely on sify...been long since 32!...they are a portal, isp and infrastructure play in a region with huge future growth...like iiji,china,pcntf,strm..sify will have its day...the current US inet environment gives us conspicous clues to future happenings in japan and all other countries such as india imho. mact

To: Yamakita who wrote (2169)	10/31/1999 3:04:00 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 6018

Hi, Yamakita-san, A small, or maybe not so small correction. The Indian company, SIFY is the second largest internet provider in India, not the first. The government owned ISP is much larger. When they privatize I suppose some rich group like Tata will buy it. Anyway, you are ahead in the stock; that's fine. I myself am somehow not tempted. OT: CTSH looks to me like the best buy in an Indian software company. Good luck. Malcolm

To: Yamakita who wrote (2169)	10/31/1999 5:52:00 PM
From: TraderTerry	Respond to of 6018

Yamakita, You cannot really compare SIFY with Infosys. SIFY is but a subsidiary of an entity called Satyam. Satyam is very similar to Infosys and Satyam will be listed soon on the Nasadaq. Internet access in India is virgin territory and SIFY started out about 3 years ago. The Govermental entity called VSNL is the largest ISP by far and I see them being the largest for a very very long time.

To: Yamakita who wrote (2169)	10/31/1999 6:24:00 PM
From: TobagoJack	Read Replies (1) \| Respond to of 6018

Wife has copy of their B-plan that is midway down my 'to read' pile. Glancing page flipping resulted in followings randomly sampled words ... business to business electronic commerce ... private network services ... consumer access services ... etc. Will look at the chart tonight when market opens. Seems a good diversification move, even in i-net world. Of course, as you noted, everything depends on execution. But we may not have to stick around that long to see a probable +50%. Generally suspicious of India.