Keane The leading y2k service provider Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Keane The leading y2k service provider

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mark T. Heath who wrote (191)	11/19/1997 11:07:00 PM
From: Colin Christie	Read Replies (1) of 1316

A recent DLJ research bulletin report (excerpted) November 10, 1997 2716-97 RESEARCH BULLETIN ...Over the weekend, Barron's published a technology round table discussion. A major topic of discussion and something we've promoted for sometime is the crowding out affect of Year 2000 spending on other infrastructure (hardware and software) investments in 1998-99. In other words, the cost of solving a company's Year 2000 problem is expected to reduce the amount of dollars that would otherwise have been spent on areas such as packaged software implementation. The beneficiaries of this trend will be those companies providing Y2K solutions. On the large-cap side, we believe Electronic Data Systems (EDS - rated buy), Computer Sciences (CSC - rated buy), and Keane (KEA - rated market performance) all stand to benefit. Of the small-cap companies under coverage, we believe Complete Business Solutions (CBSL - rated buy) and BDM International (BDMI - rated market performance) should benefit from this trend.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next