Unisys: Computer Solutions and Services Worldwide Message Board

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Technology Stocks : Unisys: Computer Solutions and Services Worldwide

UIS 2.695

+2.1%

2:41 PM EST

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To: The Duke of URL© who wrote (2624)	11/16/1999 10:27:00 AM
From: PCSS	Read Replies (1) of 2818

From a Research Report rec'd today: Q4 is shaping up in line w/expectations. More importantly, we are encouraged by stronger than expected sales activity in hardware, which bodes well for Q1/00. Sales activity is actually trending in line with historical Q4/Q1 trends and isn't as soft as anticipated due to Y2K. Street expectations have been for hardware rev. (29% of total) to decline 15%-20% Y-Y in both Q4/99 and Q1/00. Although it's too early to adjust estimates, we're very encouraged that Y2K doesn't seem to be having a prolonged effect on demand. Confidence in rev. growth reaccelerating is boosted by the stronger pipeline and the forthcoming bus. realignment. The valuation is attractive. Reiterate RL rating. Michael

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