Keane The leading y2k service provider Message Board

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Technology Stocks : Keane The leading y2k service provider

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To: Hawkmoon who wrote (317)	1/23/1998 9:54:00 AM
From: Mark T. Heath	Read Replies (2) of 1316

You sure threw some cold water on the party. Ok, here are my thoughts. I don't believe that Keane is overvalued relative to its growth potentinal. I believe Keane is a company that will be in business on January 2, 2000. I don't think some of the Y2k plays have the ability to do much after the bomb goes off. Keane, although best known now for the Y2k thing, is more than this and I'm sure you are aware of that. If the earnings expansion continues, the valuation is justified. I'm concerned now. You were the leading cheerleader here. Now your sounding pessimistic. I hope you are just getting the butterflies over the next earnings report. Keane is so quiet in the PR side of business. You just don't hear alot and they never release financial info on the contracts. So, to a degree, I understand the nervousness. But I think you are thinking more along the lines of a fundamental valuation on the company, not an expectation of the company. Having read your posts, you seem to have a good handle on the technical issue at play in the Y2K problem. I'm curious to hear why you want to reallocate your Y2k investment portfolio.

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