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To: Jules B. Garfunkel who wrote (881)4/25/1998 7:34:00 PM
From: Frodo Baxter  Respond to of 990
 
Now there's a novel idea... AOL makes hostile, all-stock bid for Computer Sciences...

I believe, I believe in a place called Wonderland...



To: Jules B. Garfunkel who wrote (881)4/26/1998 2:32:00 AM
From: Barry Grossman  Read Replies (1) | Respond to of 990
 
Jules,

Thanks for going over your history a bit and update to the present on your now 24 year old prescience.

I'd love to read your original paper and I'll bet I'm not alone.

What are the chances of this?

Best wishes.

Barry



To: Jules B. Garfunkel who wrote (881)4/27/1998 11:35:00 AM
From: Night Writer  Respond to of 990
 
Jules,
I'm impressed by your past paper, and the up date on your thoughts. Thank you for posting it.
NW



To: Jules B. Garfunkel who wrote (881)4/27/1998 7:13:00 PM
From: Daniel G. DeBusschere  Respond to of 990
 
Care to clarify your comments further on EDS and CSC.
You commented:
----" Where do you see EDS and Computer Sciences fitting into this. Will they be able to survive alone."
No!!! These E-Commerce Networks of the future are just too large for any one company to be able to do it alone. Even if they had the diversification of product necessary, they lack the capital to implement it on their own....

Who do you see consolidating with these service companies? EDS is at $15 billion with a solid global presence. Why would they not be able to survive as an E-commerce outsourcer? Your comments are greatly appreciated.



To: Jules B. Garfunkel who wrote (881)4/30/1998 12:04:00 PM
From: Harry Landsiedel  Read Replies (1) | Respond to of 990
 
Jules. Re: Future of computing. Thanx very much for your insightful response. Its very rewarding to read some thoughts that transcend the daily whining about stock prices.

Couple of thoughts. I was surprised to see DELL mentioned. As far as I know they currently don't have a service capability (as currently defined). Am I missing something here?

I was somewhat mystified by Intel's entry into the service arena and still not sure it represents a large potential for them. It seems to me that it could dilute their margins.

I agree with you about CA. I think it has not been included by many others and could be a real sleeper.

Finally, any thoughts on who might buy EDS or Computer Sciences... besides lycos or AOL? How about K-TEL? :)

HL