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To: Seeker of Truth who wrote (2176)10/31/1999 5:43:00 PM
From: TraderTerry  Read Replies (1) | Respond to of 6018
 
Even the Tata's will not be able to buy the Goverment
owned ISP cause they simply will not have enough money
to buy it. And the possibility of privitization is very
small. It is almost akin to listing the USPS on NYSE.
CTSH and INFY have the largest valuations of Indian
owned software companies. But you want to watch out
for US based Indian companies that do huge amount of
business in thier Indian operations and which have been
beaten down, These are CBSI, MAST, IMRS, SYNT and a few
more. Some of these have started to recover. And you want
to watch out for SIFY's parent Satyam which will be listed
soon on Nasdaq.



To: Seeker of Truth who wrote (2176)10/31/1999 6:33:00 PM
From: Yamakita  Respond to of 6018
 
Malcolm, I should indeed have said that SIFY is the largest PRIVATE ISP in India, not simply the largest. Thanks for the correction.