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

To: Daniel Liberty who wrote (1261)12/7/1998 3:10:00 PM
From: Daniel G. DeBusschere  Respond to of 1841
 
EDS fundamentals compare well with CSC and IBM-
As the valuation for CSC and IBM increases, then the fundamentals on EDS improve. If money managers believe that the top end services market is where its at, then expect some diversification into EDS along with the S&P 500 funds. There are only the three players in this market segment. I would certainly favor EDS over CSC at current levels. IBM still maintains most of the mind share and its well deserved. It is a good case which demonstrates what good leadership at the top can do.



To: Daniel Liberty who wrote (1261)12/7/1998 8:50:00 PM
From: Thomas Walker  Read Replies (1) | Respond to of 1841
 
I agree with the fact that the timing of the upgrade was excellent. With EDS being down some at the beginning and then finishing slightly lower, I think we got lucky.


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