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Technology Stocks : Sungard Data Systems (NYSE:SDS)
SDS 69.59+4.1%Jan 20 4:00 PM EST
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To: Rob Taylor who wrote (23)9/27/1999 6:54:00 PM
From: Turs  Read Replies (1) of 131
 
Thought I'd post just to surprise the people that have SDS bookmarked.

Seriously, while I am a little concerned about the lackluster performance of the stock and the inability of SDS to comfortably beat the numbers, the stock is just way too cheap here. Unless the rollup strategy is beginning to wear out, the company (and the stock) should be a recipient of strength in pent-up demand in 2000.

As far as Q3 goes, I'd bet the recently announced Infinity deal with ABN Amro and the activity resulting from Hurricane Floyd probably sealed the quarter.
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