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Technology Stocks : ICO (Inacom) LeadingTech Mgmt Services Co

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To: george K. who wrote (183)4/21/1998 10:50:00 PM
From: John D. White  Read Replies (1) of 274
 
No doubt this company is set to take on the likes of EDS.

And they don't start you off by raping you for hardware!

They will easily do $1 Billion this quarter. And there are lots more hardware orders coming very soon. Opens the door to their more profitable service business if someone needs it.

Either way, I am ABSOLUTLY POSITIVE that corporate America will burn computers like firewood in the next 18 months. And a lot of us prefer IBM, Compaq, HP and NEC machines to DELL.

As far as stock price goes, I think you could value the service side of the business at the same P/S ratio as EDS. At current comparison levels, the stock is indeed signifigantly undervalued.
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