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

To: Daniel Liberty who wrote (1085)	7/30/1998 6:54:00 PM
From: Andreas	Respond to of 1841

The quarterly report looks fine! There isn't anything in the report that the analysts can quibble with. The problem is in large part due to the fact that the asses at eds refuse to get on the phone and talk to the analysts and brokers. A little salesmanship would go a long way at this point. For whatever reason the clowns at eds deserve an F in that department. All the great operational results in the world will not raise shareholder value if management constantly snubs its nose at wall street. Somebody needs to take a very large bat and smack those jack-asses right in the face until they start showing some common sense and humility.

To: Daniel Liberty who wrote (1085)	7/30/1998 6:58:00 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 1841

Conference call lasted over 1 1/2 hours with a lot of detail- A lot of questions on GM. Effects of strike will cause 3rd quarter gross margins to fall from 2nd quarter. Margins will remain same without this effect. Bright spots are 24% increase in non-GM base business revenues which exceed industry growth rates, reduced debt and interest expenses, reduced employee turnover and a huge pipeline of new business. EDS is spending $75-$80 million on investing in GM productivity and customer relationship projects and this figure is significantly reducing GM margins. The best point was the assertion that GM reductions in revenue and margins will stabilize in 4th quarter and begin to turn positive. This should reduce the street concern and focus attention on areas where EDS is showing some real strength worldwide. A final point is that stock pooling restrictions expired in June. EDS can be acquired tax free with stock for a relative song by some big multinational at current levels.