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Technology Stocks : Perot Systems (PER) -- Ignore unavailable to you. Want to Upgrade?

To: bodie who wrote (511)	1/14/2000 4:57:00 PM
From: Daniel Ralls	Read Replies (2) \| Respond to of 542

PER presented at Merrill conference on Thursday. I read the analyst notes...here are the main points: -increase Rev guidance from 1.3B to 1.4-1.5 Billion thru "non-organic growth" .... acquisition is coming. -sales force increased by 71% -expecting announcement regarding e-commerce bank initiative -24% of revs are e-commerce related -Time0 is a hidden gem -expect equity investments in various B2B client initiatives. (this sounds something similar to what ORCL/F did in that they both own a piece of the AutoExchange B2B portal) **as a shareholder of PER I'm kind of disappointed that they disclosed this stuff at a conference rather than to everyone via a press release. I guess that is the way the game is played nowadays.