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Technology Stocks : Keane The leading y2k service provider

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To: 45bday who wrote (1257)7/5/1999 11:55:00 PM
From: American Spirit  Read Replies (1) of 1316
 
CHRZ is actually as cheap as it's been in recent months. With only 10% Y2k revenue and a PE of 10 it's a no-brainer IMHO. The entire sector is underwater right now but will emerge within weeks or months and reportedly will surge toward the end of the year and especially into 2000. Even if the market is wrong they're maligning these software service stocks. ORCL recoveed sharply with it's e-commerce strategy. Others will follow suit. All of these top companies are making cash hand over fist and will also be in positions to acquire. The warnings have been for slightly decreased Y2K earnings mostly. That was a given anyway IMHO. So what's the beef?

Yes, buy KEA first. When it upticks buy CHRZ. There are others in the sector as well but these two are representative enough. If you want an Indian bodyshop I recommend MAST or IMRS below 17. Eventually all of these stocks will be selling 10+ points higher.
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