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Technology Stocks : EDS - Recent pullback a buy opportunity???

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To: jont who wrote (1137)8/21/1998 5:34:00 PM
From: Daniel G. DeBusschere  Read Replies (1) of 1841
 
Thanks for the post regarding analyst's positions-
I have previously stated on this thread that in general the analysts think EDS sucks and many have not changed their minds lately. Also, I noticed in the EXCITE web that AOL has a bigger market cap than EDS ($24B versus $19B). Neither of these facts make relative sense to me from a fundamental standpoint. It should not be very difficult for a new CEO/CFO to turn this attitude around quickly as the EDS business fundamentals are very strong. That's why I am staying long at this point.
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