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Technology Stocks : Keane The leading y2k service provider -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (1156)	4/26/1999 3:14:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 1316

I will remember BNGO for a very, very long time, especially the fact that my holdings worth $30K were finally sold for about $12K. My strategy since then has been to take more and more positions in smaller and smaller amounts. It has been very successful this year; and I never worry over any single company. KEA could go bankrupt tomorrow and it would be a small journal entry in my ledger. Just my style now.

To: freeus who wrote (1156)	4/26/1999 3:17:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 1316

I was discussing KEA over the weekend with a friend. I made my long term bullish case for it based on this: The company had tremendous growth between '92 and '97 when there was no Y2K related work. Therefore, it is likely that they can continue to do well after 2000. Y2K revenues are about 1/3 of total revenues but the stock has fallen by almost 2/3. Therefore a bounce to 30 is very likely. The stock is trading at about the same levels as in '97. The buy decision should be made in a good part if you believe it is a better company now than it was in '97. I believe the answer is YES! because the Y2K contracts have gotten KEA a shoe in a lot of companies and there are a lot of contracts on back log due to Y2K issues. good luck, Sun Tzu P.S. I am very interested to hear the bearish case (or even the case for not buying KEA).