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Technology Stocks : Perot Systems (PER) -- Ignore unavailable to you. Want to Upgrade?

To: Stephen B. Temple who wrote (157)	2/3/1999 5:56:00 PM
From: Mr. K	Read Replies (1) \| Respond to of 542

You might want to take that EDS PER thought a little further? Like how many shares has each company issued? Capitalization would be a better measure than stock price. Each person has the right to speculate with their own dollars however they please, but I tend to think some of the specialist are right about the price not lasting. This is not an internet stock. It may have some gas left but at some point it has a good chance of getting back to a reasonable PE and Price. My guess is $35 - $40 by next week.

To: Stephen B. Temple who wrote (157)	2/3/1999 9:39:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 542

Perot Systems EDS Vs ,no comparison at all. Stephen: Thanks for your thought on PER vs EDS. I live around (at least some of the time)Perot's neck of the woods and am somewhat familiar with both the companies.I also know a few people directly and indirectly who works for EDS.There is a big difference between the two even though they are in the same industry and competitors.The following are some of them. For brevity's sake I try to make my points short. For starters when Ross Perot owned EDS it was a fine and thriving company but can't say the same for EDS after Ross Perot.For a while there EDS was primarily deriving their business (at least a chunk of it) from GM their then new owner and they even floundered once GM spun off the company missing consensus a couple of time,no real growth. As for Perot Systems, the key here is Perot he is an exemplary business man and is known to execute with precision,a no nonsense kinda guys,we alone should be worth $50.00 bucks a share if you ask me. As you may know Perot had a non-compete clause when he sold the biz to GM and couldn't not start any business similar to that of EDS but since then it has expired and now he is back and within a short span he started Perot Systems going head to head with EDS and made it a world wide company growing much faster than EDS. Some other noteworthy points. FACTS Perot Systems EDS Shares outstanding 86.6 million +400 mil Float 6.5 million +330 mil Market-Cap 5.23 billion 25.4 billion Return on equity 19.97% 16.24% Projected growth rate 30-40%/year +13.00% [for the next 5 years] Insider ownership +40% don't know but not 40% CEO Ross Perot No Ross Perot One (PER) looks like an emerging aggressive growth company with a can-do,no nonsense CEO who has been there and done that and the other(EDS) seems like a mature old company with not heck of a lot of momentum. I don't know where PER will trade tomorrow or next week or next year but it seems to me that PER should be valued at a higher rate than where it is at by looking at the facts. So there I said my piece now it is your turn.<g> PS:Also note the thin float combined with huge deman and possible restrictions om insiders on selling shares for probably the next 180 days might add fuel to the stock-fire here and may prople the price higher in my opinion.