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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Neil H who wrote (18832)	3/8/2004 12:08:18 PM
From: - with a K	Read Replies (2) \| Respond to of 78625

Added to ACS on upgrade. Now in top 5 of portfolio holdings. Upgrade detail: Deutsche Bank upgrades Affiliated Computer to Buy from Hold, as they think the commercial mkt's shift to smaller deal sizes benefits the co; firm favors the co's model and competitive position in the HR BPO mkt, and thinks that over time the co will gain disproportionately more mkt share; firm also thinks the co's biggest mkt vertical, state/local govt, is approaching a bottom in fiscal fundamentals.