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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%3:59 PM EST

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To: Voltaire who wrote (97193)2/11/1999 9:28:00 AM
From: D. Swiss  Read Replies (1) of 176387
 
Voltaire and all, OT, check out KEA. It is trading at about 15x 1999 earnings and was listed as the best performing stock over ten years by the WSJ in early 1997. It has been beaten down significantly because of its y2k business, but it has significant non-y2k business (which is why it was the best performing stock back then). They were halted yesterday pending news of a misstatement of there non-y2k order backlog. The CEO claims that this info is not used in forecasts and is comfortable with the current analysts estimates for 1999. In summary, they picked up a significant number of new customers from there y2k business that are now using non y2k consulting (I think IBM was one of there new customers, I know IBM was using them for their y2k problem).

Current price $27, estimated 1999 earnings $1.88. I'm in for 3,500 shares.

:o)

Drew
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