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Gold/Mining/Energy : GEAC.....Canadian best kept secret -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Godless who wrote (122)	12/8/1997 10:04:00 AM
From: Herb Duncan	Respond to of 1571

Dont have the global breakdown, but have been following Geac for a number of years, their forte have been to find good value in cos that fit their long term stategy, once aquired they seem to be able smoothly intergrate these cos into the family. These cos are for the most part being acquired with cash so earning are not being diluted with additional offerings. I dont think Asian operations are presently a big part of their market so I wouldnt see it having a big impact. Possible ace in the hole??? Y2000.... a lot of companies will have to spend big bucks to deal with this problem I see thisas being very beneficial to Geac. Hope this helps. Good luck. Still long by the way.

To: Dr. Godless who wrote (122)	12/8/1997 12:39:00 PM
From: micromike	Read Replies (1) \| Respond to of 1571

I would like to add one point to Herbs comment. Geac usually doesn't finance acquasitions but the Dun & Bradstreet was a major deal so they had to get financing for it. They did such a good job on generating revenue from that acquasition that it contributed right away to paying down the loan and increasing EPS. The company is always looking for companies to acquire. The question is what is the next company they plan on buying and if they can do the same thing as the Dun & Bradstreet the stock will be a big winner again. JMHO Mike