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

To: baggo who wrote (33125)	9/30/1998 6:07:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Brice, You are not the Lone Ranger on Impala stock. I have never been happy with any trade I've done, as a trader. But, the quarters and halves don't mean much if I'm right on the stock. I like Keane, especially after today. Mr. Pink scared me away from Tava. I am considering becoming unscared at the new lower price. I still like the body shops, who provide tech personnel, as most Y2K will be grunt work. Despite the fact that everybody supposedly quit today, Cambridge Tech Partners (CATP) looks like a good choice if you can get it a bit lower. Judge is another one, despite the connection with the brain dead investment bankers at Janney Montgomery. Logicon and Computer Sciences are the ways I'd like to play it, but Logicon was bought out and CSC still carries a dandy takeover premium in its share price. MB

To: baggo who wrote (33125)	9/30/1998 9:00:00 PM
From: eabDad	Respond to of 132070

Brice and Michael: I have done a fair amount of y2k research and trading in y2k stocks profitably, but below is a link to my thoughts on it right now. (Forgive me if I goof this up, this is the first time I have tried to make a link in a response). I think investing in pure y2k is dead now, but there are good businesses related to y2k business which bear watching. I just question the valuations. Keane at a 50 PE is a little rich based upon the longer term business, where a 30-35 PE is a reasonable value. Message 5649918 BTW, Michael, I do admit I got taken in by TAVA-ites. I originally bought because of volume/price movements. I forgot when to sell, though, and instead of a 40% profit in a month I took a 40% hit over five. (Sigh) Z