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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: JakeStraw who wrote (30765)	4/6/1999 10:51:00 AM
From: Lane Hall-Witt	Read Replies (2) \| Respond to of 120523

I think the market is offering a tremendous opportunity for an intermediate- to long-term investment in KEA. I'm not in it now, thankfully, and I won't get in until it shows some decisive move upward and until the Y2K stigma resolves itself. But I'm watching KEA, for sure, and am thrilled that it's available at such bargain rates. Plain and simple, KEA has been taken out and shot because it's associated with the Y2K companies. But I've been impressed all along with KEA's Y2K strategy: they have basically been using this as a calling-card service designed to establish relationships with new clients. According to the company, the strategy has worked, generating a significant amount of non-Y2K business from clients who first came in the door as Y2K customers. Over time, I think the Street will understand and appreciate this strategy. For now, the extreme irrationality offers a nice opening for a valuation play. I don't know what the catalyst will be to turn KEA north, but at some point this madness has to stop. IMO.