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

To: Leo Francis who wrote (30401)	7/31/1998 11:32:00 AM
From: Knighty Tin	Respond to of 132070

Leo, With Keane, I love the company and have hated the valuation. However, the valuation has seen a small drop in stock price and a big rise in eps lately, so things are looking up. This is a very high risk stock, but if you ask me to look at relative attractiveness, you have to make some comparisons. Keane's quarter was nearly the same as Gateway's. Their stock prices are also very close. Which company is growing faster and is likely to grow much faster in the future? IMHO, there is no doubt that it is Keane. So, if somebody could even consider GTW, they have to own Keane just to fulfill their own logic. IMHO, it is still pretty pricey and I would rather buy it cheaper, but that is the way with all small growing cos. Also as a plus, I think we are about to enter a more Y2K sensitive period for the next 17 months. Do you hold it after 2000 or even until 2000? That depends upon what they do with the cash flow that roars in the door. This one may be a better call play. MB