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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (13090)	7/26/2002 8:46:22 AM
From: Dave Doriguzzi	Read Replies (1) of 57684

William, I follow this board to see what everyone is thinking. I really appreciate all of the info that is shared here. I live in Pittsburgh and the knock on FMKT is it's basically almost a Prof. Serv. shop. Consequently, you lose the software co. premium as the margins are percieved to be going lower. I am sure you have heard this. Also, I have a pretty good friend (he worked at FMKT) who has quite a bit of his wealth tied up in FMKT stock and he claims they have a very robost and sustainable business model. My question is this - if it IS a 100% Prof Serv company what is the value? I think maybe you take the worst scenario and add from there. Haven't done the work but what are the comparables? EDS, CSC, KCIN, ANSR, MRNT, KEA? Also, of course I wouldn't rule out the company guiding lower and the market forces working against you. But these guys have done nothing but execute for the last 4-6 quarters. Good Luck

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