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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?


To: Mohan Marette who wrote (3474)1/4/1999 7:24:00 PM
From: Senor VS  Read Replies (1) | Respond to of 12475
 
Hi Mohan

Thanks for the tip on ORB. I will look into it.

I am still in MAST, but sold off (to my displeasure) CBSI and ITWO.
I bought some SYNT (Syntel) at 11 and I think it is the undervalued stock of all the Indian software companies. SYNT should be into their 20s once their Q4 earnings comes in last week of Jan.

The other good stocks, I bought recently BEAS at 11 1/2 and CATP
at 22 1/2. CATP was punished from 59 to 15 because they cautioned that their earnings are to grow at 40% instead of the past 50% growth. BEAS is a market leader in middleware software. Their earnings were lower because of the recent acquisitions. Just my opinion.

Regards
Ravi



To: Mohan Marette who wrote (3474)1/6/1999 8:47:00 PM
From: Ibnbatutaa  Read Replies (3) | Respond to of 12475
 
Mohan: I have enjoyed your posts on various threads: mirth, mirch and masala! Appreciate the suggestions above. Also noticed that TXCC is a Desi enterprise.....any views / experience on this one. Regards
Ibnbatutaa



To: Mohan Marette who wrote (3474)1/7/1999 12:13:00 PM
From: ratan lal  Read Replies (1) | Respond to of 12475
 
VIRUS WARNING

Message 7150268



To: Mohan Marette who wrote (3474)1/9/1999 1:48:00 PM
From: Satish C. Shah  Respond to of 12475
 
Hello Mohan:

You may like the cartoon, that was shown last night on BBC news from Jerusalem Post.

jpost.co.il

Regards,
Satish



To: Mohan Marette who wrote (3474)1/10/1999 2:00:00 PM
From: Satish C. Shah  Read Replies (1) | Respond to of 12475
 
Hello Mohan:
You may like the review of
" KA stories of the mind and gods of India"
by Robert Calasso

uniontrib.com

Regards,
Satish