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Politics : Ask Michael Burke

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To: DJessen33 who wrote (52847)	3/22/1999 11:18:00 AM
From: Knighty Tin	Read Replies (1) of 132070

DJ, I am a fan of Keane here. The rap is that they disappear after Jan 1, 2000, and I disagree. It was a good software co. before Y2k and it still is. They are slowly becoming a value stock. Cambridge looks lost right now. The stock price is tempting, but I think they are victims of the lower spending in IT as Y2K looms and eps at major corps. sink into the sunset. I thought CATP would benefit from this trend, but now it looks as though they are being left out. My bargain hunter gut says to buy, but my head says, no, this one could go to $5 on its flow of eps. So, I would buy a first third of Keane here and avoid CATP for now. MB

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