Unisys: Computer Solutions and Services Worldwide Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Unisys: Computer Solutions and Services Worldwide

UIS 2.820

+0.4%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Area51 who wrote (2486)	10/18/1999 11:02:00 AM
From: Greg Jung	Read Replies (1) of 2818

" Do you believe that UIS will disappoint going forward" No, I don't have an opinion on that. I've only given UIS specifically a cursory glance for an obvious undervaluation bounce. It wasn't obvious, although it seems like a pretty good buy. If a stock is selling at PE 57 it is either too early in a turnaround for the PE to be of interest, or too early to market, or showing 50% growth until it doesn't, at which point it'll quickly get revalued. Software companies are notorious for brief growth spurts and crashes, and that is probably what you are looking at for peer PEG. UIS is in a breed of a limited number of companies, CSC, CA, IBM, EDS, LMT - The button-down Dilberts of the tech industry. It is where the big bucks are spent and where you'd find a bit of predictability. And the smaller size of UIS allows for the possibility of evolution you wouldn't expect in the others. ... If I continue I might talk myself into buying, which I promised myself I wouldn't !!! I already hold some software services at the smaller end there is CHRZ, ANLY, KEA for more PE comps (on the low end) and recent revenue shortfalls.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next