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

To: 45bday who wrote (1255)	7/5/1999 11:38:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 1316

KEA - here are my thoughts and reasons why I bought a modest position on Friday at $21: To begin, $21 held three days after the warning which was frankly surprising. It showed good support. Much of the warning had been priced into KEA as it fell recently from $30. The market is very strong and tech leaders are looking fully valued. Therefore, real values like KEA (at least medium term) will attract more buyer interest. Also, I've read reports which say that these type stocks could double by first quarter 2000. Therefore, in a strongish market I don't believe KEA will fall below 20 except maybe for one day or so. On the other hand the eventual upside is $30 or more. And this is a strong rich company making a lot of cash and growing smartly. Compare that to many of the hot internet issues with speculative PE's in the hundreds. KEA's is now only 14.7 and it's the sector leader. CHRZ is an even better bargain. I believe only additional bad news will sink these stocks any further. But when they recover they will do so nicely.