Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Daniel Liberty who wrote (1317)	1/12/1999 7:12:00 PM
From: Daniel G. DeBusschere	Respond to of 1841

<<Is "Information Arsenals" one of the latest terms for 1999?>> Yeh, I like the term - it could rival e-commerce in hype coefficient!! What's happening is simple. A lot of big big companies have spent a ton of money putting together a data warehouse. Now, they are trying to figure out how to really use it in this "Internet Era". I expect them to spend additional tons of money for experts that can help them with this issue. NCR will sell big "Information Arsenal" servers, A.T.Kearney (i.e. EDS) will sell a lot of consulting and outsourcing. It's a good deal for EDS.

To: Daniel Liberty who wrote (1317)	1/13/1999 9:22:00 AM
From: bcroyle	Read Replies (1) \| Respond to of 1841

I had a pretty good view of this one. Three things have to happen when you build one of these things: IT aligned with the business, change process, organization and structure to get some return on the technology, and adjust how you communicate inside and outside the company so you can use what you learn. This announcement parcels up the first item amongst EDS and NCR, the second item goes to AT Kearney, the last item is parceled between Kearney and EDS. I must admit that "information arsenal" is a new one. I smell the scent of NCR marketing. NCR is the leader in very large data warehouse implementations and has a close relationship with Microsoft (go figure), as MS is interested in expanding NT platforms. EDS needs an edge in datawarehouse -- should be the leader since no one knows more about the data than EDS; so, the NCR/ATK is a nice package to compete and should bring some immediate wins to all parties.