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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (1954)	1/30/1998 10:34:00 AM
From: Early Out	Respond to of 18691

A Y2K note: just received a circular from US Information Agency headquarters in Washington that they are using Keane for their code remediation projects. Over a year ago I labeled Keane as my choice for a good Y2K play. I disagreed with a "Silver Bullet" type solution that the ZITLs and ACLYs of the world seemed to be advocating, and decided that service companies would be the best play. Now, if I had only backed that up by actually buying the stock. :-) -jsc

To: Dale Baker who wrote (1954)	1/30/1998 11:23:00 AM
From: Roger A. Babb	Read Replies (1) \| Respond to of 18691

Dale, thanks for note on Keane. They are heavily loaded with y2k business and doing well. Mr. Keane,chairman of KEA, has recently joined BROC board which is one of the reasons that I am so high on BROC.