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Strategies & Market Trends : 50% Gains Investing
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To: Dale Baker who wrote (8415)7/5/1999 2:22:00 PM
From: American SpiritRead Replies (1) of 118717
 
KEA - This IS a very respectable company and nothing has changed except they were so busy making Y2K money they phased down a little slower than others like MAST and CHRZ. KEA has about 20% Y2K revenues, MAST and CHRZ less than 10%.

I would recommend entering if you can in the very low 20's and certainly (no-brainer) if KEA goes below 20. You're right they're in the penalty box, but they're also a very well respected company and those in the know realize KEA is now a value which should bring stellar returned at least in the medium term. They also got a lot of post-2000 biz from their Y2K clients.

As you can tell I am bullish on tech value plays. Though I love the internet I haev gotten out of most of those stocks. Would rather be able to sleep nights. Stocks with low PE's and high (above 20%) earnings growth seem like the best bets to me now.

On a speculative future-looking note, I am also in IATV which I got at 12. Zoomed last week then settled. May be ready for another move up as internet-TV is now the BIG THING. With any luck it might return to recent levels very quickly.

On set top boxes, the Liberate IPO is in two weeks and should be very big. WIND is a silent partner in the venture and provides some of the more intricate software work. ORCL is the bigger partner but has just gone up 12 points so I don't consider it a value in my book, though I sure as hell wish I hadn't sold it.

Will do some more searching and let you know anything I find.
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