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Technology Stocks : Perot Systems (PER)

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To: gizelle otero who wrote (356)2/14/1999 6:08:00 PM
From: Ben Wa  Read Replies (1) of 542
 
Any thoughts on why your stated growth rates are a universe apart from what Perot stated in the road show or how this IT service company could be totally insulated from the pressures affecting the industry? Or, so you believe that Perot Systems does not have any competitors? Do you believe that Perot currently deserves a P/E of 100 times+ year 2000 estimates. For in fact, your near term price targets implicitly state that.
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