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Technology Stocks : EDS - Recent pullback a buy opportunity??? -- Ignore unavailable to you. Want to Upgrade?

To: Brandon Buttons who wrote (1693)	3/16/2001 4:29:25 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 1841

It's guilt by association- I agree with the following: ************************** Wit SoundView computer analyst Gary Helmig said the CSC shortfall seemed to be centered on internal issues at the company and shouldn't reflect on the entire sector. ``It's a profitability issue, not a revenue one,'' he said. ``The problem is that gross margins are way off (of forecasts). It looks like a problem unique to CSC,'' Helmig said. ********************* CSC does not have the long term business portfolio that EDS has and I think its higher concentration in consulting, shorter term software development and web development business is getting hit like the others who are in this segment. EDS has $80B in business backlog to work off. EDS is weak because of the market downturn - noone's buying anything to speak of and those that are are bidding down the ask penny by penny.