It's great to se some new faces here...and also great to see some gone. But let's get something straight...I've been posting (on AOL MF) since spring '96 (see archives, folder 1). And when I started here in April '97, I talked EXCLUSIVELY about fundamentals a the blindness of the shorts' approach, "It's gone up; it must go down."
Now that yet another generation has come, whined, baited and died...yes, I would be happy to engage in a more civil and productive discussion here.
Today's US Army-GSA news suggests merely that:
1) Unisys Team 2000 is for real and can score some big deals
2) The Fed Gov is starting to buy, and it's starting with UIS
3) The market assumes Ardes is an element in the deal
4) If the above are true, imagine bundles of Fed-UIS contracts and 10,000s of Ardes sales off the GSA schedule
And that's just the GOV side! We still haven't heard much from Deloitte, or DDI direct sales. Now assume similar success there...
$30 today, $40+ when the others show up?
Again, the losers who PREVIOUSLY resided here, refused to consider any of the above. They claimed Y2K was a hoax, Unisys inept, the UIS-DDI deal a sham, no fed contracts, yada yada yada...
So we HAD to beat em down a little. And man did we. But all they had to do was listen. |
