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Technology Stocks : SYNTEL (SYNT) - Upcoming Year 2000 IPO -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (2209)	11/22/1998 11:27:00 AM
From: Stephen	Read Replies (2) \| Respond to of 2761

JDN ... as the man said .....we always beat estimates ...!! Personally, I don't know for sure that guidance has not been provided, but I do feel that whatever guidance has been given, is very conservative so that there are no negative surprises. I read somewhere that the damage done to the credibility of BEAS management would take a while to overcome ... and the price got chopped in half. If Synt wants long term shareholders, then consistency of performance maybe paramount to management. And if his means squirreling away revenue to guaratee the future qtr, I don't have a a big problem really, especially as they are diversifying and trying to grow. Just my 2 pennies ! Course ....I am also saying that as someone who bought a chunk at 14.25 - so I am probably not suffering as much as some others on the board ... so its easier for me to be more blaise about these things ! Hava a great Sunday all Stephen

To: JDN who wrote (2209)	11/22/1998 2:15:00 PM
From: HVN	Read Replies (2) \| Respond to of 2761

JDN, I've been following your postings the past few weeks about the need for management to 'manage' the street. However, I trust you realize that after answering to the stock holders, management's primary responsibility is to the running of the business. It just so happens that in this case, management is mostly responsible to themselves being the largest stock holders. So, they can concentrate on building a viable business, which at worst case, will be bought out - at a decent price. No sense building a company on hogwash (managing wall st)and then losing hundreds of millions of dollars after the street realizes that it was all smoke and mirrors. Not many companies have survived in the long run in that way. So, if you're looking for the quick buck, maybe you should dabble in the internet stocks, or buy something more speculative like ABTX, ITWO, CATP, etc.