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To: somple1 who wrote (542)11/21/1999
From: Jatin Kadakia  Read Replies (1) | Respond to of 1238
 
Somple,

Never been to Estonia but loved St. Pete's. Besides went to Mockba and Ufa. Fun to visit them all. Waiting for Veiko's invitation to visit Estonia! Union Trib sez tourism is picking up there. I might just go there sometime to check it out.

Back to CNTR. Lot of momentum players are kicking it around right now for a few dollars of short term gain either on the long side or short side. Let them be happy but when they look at there positions after two or three years, the real story will unveil. My song is that all these contracts and partnerships are nice but until they reflect in the top line growth, Scott has not performed in my book. And I am not talking about mediocre 5-10% growth per year. I am saying they will have to generate that or more quarterly. CNTR has been in hibernation for so long (even Cathy fell asleep), its time now they started performing. I have been long this company since Gupta days and been through many such cycles. Feel this time it is here to stay. Will see.

Regards,

JK



To: somple1 who wrote (542)11/21/1999 9:12:00 AM
From: Veiko Herne  Respond to of 1238
 
Welcome somple to the thread. I'm glad, that You liked Estonia. I'm living there. I haven't been visited Russia at least 10 years, so I have no idea, how it looks now. I have now much bigger expectations from Centura, than years ago, when I bought the stock first time.
Then I expected only, that rebuilding company credibility, will give nice cash flow and profit to Centura. They still have the best technology in the market. New management accomplished this well, but wall street did'nt liked it. Meanwhile I had also private meetings with VC regarding my US business software company and I can tell, they like more a cash burning strategy, than stabile cash flow and profit. I would like the opposite so I'm betting more to angel investors.
Centura will be in very unique position, because they still have this stabile cash flow products and new products to new marketplace. This I can call a successful turn around, not the Sam Inman strategy they had between Umang and Scott.

Veiko