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

To: R. Bond who wrote (2339)	1/1/1999 5:30:00 AM
From: Kal	Read Replies (1) \| Respond to of 2761

>> In other words, What's wrong with being associated with Y2K at the moment? Anyone who takes 2 seconds to look into the company can see that SYNT is not totally dependent upon it. IMHO, SYNT and other Y2k solution providers, kinda emphasized their little dependence on Y2K revenue cuz analysts insisted on the eminent dark days those COs would face if they don't switch away. such COs have been in a lull since july. 1999 is the perfect year, obviously, for Y2K awareness, and hopefully, a panic to run to y2k providers etc. If Y2k sector gets a shot in arm, SYNT, or any other for that matter, can put out a couple of news releases to state to the effect of "yeah, we're not too dependent on y2k, but we're getting overwhelmed with hilghly lucrative projects to solve y2k probs", then ride the wave up... that, if they're interested in manipulating stock price. I think we're not going to see 10-11 for few weeks, if at all in 1999. Of course, JMHO.

To: R. Bond who wrote (2339)	1/1/1999 7:57:00 AM
From: JDN	Respond to of 2761

Dear Bond: I agree, this stock could use a lift. I have discussed Y2K and SYNT many times on this thread. But in case you didnt see it will run over it again quickly. SYNT from the very beginning said that they would NEVER allow Y2K business to exceed 20% of their Revenue. Reason? They consider it disruptive to the building of their own LONG TERM business model. This year 1998 it will approximate 18% of revenue and much of it consisted on servicing either existing clients or taking advantage of opportunities to service POTENTIAL clients. They never were interested in Y2K work for the sake of it. Well, they seem to have accomplished their goals and now wish to focus primarily on their most lucrative, continuing business. I consider this a plus and in my limited communication with the Company I have come away with the belief that their growth will not be hampered. I think the CEO hinted at this when he said to note that they have NEVER failed to substantially beat analyst's estimates. Personally, I think that they will in fact substantially beat current 1999 analysts estimates because I consider this management to be very savy and I refuse to believe he intends to sit around twiddling his fingers nor do I believe he would have doubled his sales staff if the business wasnt there. I think when the results of the 12/31 qtr are public and possibly when 3/31 is public we will see substantial upgrades of the estimates and resulting share price increase. This is, IMHO, an incredible buying opportunity. JDN

To: R. Bond who wrote (2339)	1/1/1999 11:18:00 AM
From: Stephen	Read Replies (1) \| Respond to of 2761

R. Bond ..... come on ... you know you want to have a position in this stock .... just buy a few hundred and put them aside ...... at some time in the future the stock price will be higher ... I think even you believe that ... and then you'd have a vested interest in your posts !!. On a broader note .... the indices have shown more weakness but the health factors like the hi/los & breadth are improving .... so the small cap buying associated with the New year has begun. Let's hope it continues for the next few weeks !!. Good luck all & happy New Year Stephen