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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Sam Quentin who wrote (27513)4/19/1998 4:16:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Sam, The key is that I like ISLI more than other Y2K stocks, not more than other Y2K cos. I actually like Keane the best, but it is too pricey for me. I also like Tava very much. I like the idea that ISLI has eps coming in, is executing a business plan that make sense for attacking this market, and is not being hyped by shady analysts. TAVA is a bit hyped, but I also like them. And, I also like the bod people in this area, Judge and Cambridge Tech. Again, those are rich. What it comes down to is that ISLI is the only one out of many I like which has a valuation level I can live with based upon my eps prediction for this year. MB