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

To: Mark T. Heath who wrote (191)	11/19/1997 11:07:00 PM
From: Colin Christie	Read Replies (1) \| Respond to of 1316

A recent DLJ research bulletin report (excerpted) November 10, 1997 2716-97 RESEARCH BULLETIN ...Over the weekend, Barron's published a technology round table discussion. A major topic of discussion and something we've promoted for sometime is the crowding out affect of Year 2000 spending on other infrastructure (hardware and software) investments in 1998-99. In other words, the cost of solving a company's Year 2000 problem is expected to reduce the amount of dollars that would otherwise have been spent on areas such as packaged software implementation. The beneficiaries of this trend will be those companies providing Y2K solutions. On the large-cap side, we believe Electronic Data Systems (EDS - rated buy), Computer Sciences (CSC - rated buy), and Keane (KEA - rated market performance) all stand to benefit. Of the small-cap companies under coverage, we believe Complete Business Solutions (CBSL - rated buy) and BDM International (BDMI - rated market performance) should benefit from this trend.

To: Mark T. Heath who wrote (191)	12/3/1997 7:07:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 1316

Mark & All: News release involving Mr. Keane today. biz.yahoo.com I am a BROC investor and know very little about Keane except that it is one of the "real" y2k companies as opposed to hypes like Zitel which I shorted. I jumped to this thread to learn about Mr. Keane. Is his appointment to the BROC board good news for us? BROC is a very undervalued company which is about to introduce a new line of SFA software called NetGain. My hope is that Mr. Keane will help get the venture launched. Please have a look at the BROC thread to see what the company is about and then give me your thoughts on how the Keane appointment might be positive (or negative) for BROC. Is there any chance that some deal could be developing between the companies or is this nothing more than an outside director for BROC? Roger