EDS - Recent pullback a buy opportunity??? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bcroyle who wrote (1391)	3/3/1999 12:40:00 AM
From: Daniel G. DeBusschere	Read Replies (2) of 1841

William Schaff is off center on this remarks about Xerox. EDS is sueing Xerox not the other way around. But its stupid policy either way and tells me that the CEO to CEO communication either did not exist or was insufficient for such a large customer. Richard Brown used the situation to salt away $200 million for a rainy day fund because he was in a unique position of not being on the bridge during the last quarter. But the EDS/MCI deal is big big in that it positions this team against a strong AT&T/IBM team. Having two major credible bidders will cause CEOs to outsource their IT and communications functions knowing full well that they will get a good deal and a good partner. The big consulting houses will salivate over the consultant and procurement management fees that can be had by assisting clients to outsource their functions. They will be pushing the heavy carpet offices to take action while the options are good. I like EDS in the long run because of the hardware independence and the total number of people. This is where the Systemhouse deal helps out. It supplies another 10,000 heads to run big deals.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next