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

To: Stanley G. who wrote (1144)	8/26/1998 6:27:00 PM
From: Daniel G. DeBusschere	Read Replies (1) \| Respond to of 1841

A flight to quality has not found EDS yet- EDS in the past has outperformed the market in "down" times. This is mainly because EDS revenue streams result from long term contracts which insulate the company from short term economic swings. While most of the momentum is going to DELL, many other box vendors are looking at services (i.e. EDS type) business to pull them out of the current tail spin of massive market confusion and lowered average selling prices and thus gross margins. It's logical, these vendors observe that the customers are confused and need help selecting and installing all the new technology. EDS is already in this business space. It's perfectly positioned in the current environment and this fact should become more apparent soon in my opinion.