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Technology Stocks : Keane The leading y2k service provider -- Ignore unavailable to you. Want to Upgrade?


To: Lee Lichterman III who wrote (1241)6/24/1999 8:29:00 PM
From: Michael Hwang  Respond to of 1316
 
Well I bought back in today,

I'm a little worried that some bigger news may be the reason but an analyst downgrade or estimate change, I'll live with it.

I'll add to a position if it warrants.

Michael Hwang



To: Lee Lichterman III who wrote (1241)6/25/1999 8:40:00 AM
From: Bob Trocchi  Read Replies (1) | Respond to of 1316
 
L3...

>>If you are a buy and hold type player, KEA will make you a fortune years from now. <<

For the most part, I am a long term investor. I hold KEA and plan to keep it as I think with a P/E of around 15 or so, I do not think it has much lower to go. Long term, based on their history of great management, I feel will be very rewarding.

What I do not understand is SAPE which is in essentially the same business and now trading at a 115 (ttm) P/E. I have no position in SAPE but it keeps looking like a better and better short.

Do you have any comments on SAPE?

Thanks

Bob T.