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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (38655)	6/12/2000 11:53:00 AM
From: SmoothSail	Read Replies (1) \| Respond to of 63513

They have been slowly redefining themselves for a few years now. Used to be 80% Gov 20% commercial. That's just the opposite now but it took while to get it that way. They still have a presence in the Gov/Mil arena but the emphasize is on commercial. They're on a major campaign to define themselves as B2B and spending some money to make it that way. They were the original "re-engineering" "outsourcing" "re-structuring" gurus of the 90s. Basically, they're doing what they've always done - just assigning a new buzz word to it. There's a whole new management team now that's very aggressive. They will succeed with their new plan - too much momentum behind the company. But, like I've said before, the stock moves slowly and not always with the market. The only reason they pulled back recently was because EDS issued that warning. They're both in basically the same space so the street figures how one goes, so goes the other. CSC has never issued a warning. They've always made their numbers. Fundamentals are good.