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EDS - Recent pullback a buy opportunity???
An SI Board Since November 1996
Posts SubjectMarks Bans Symbol
1841 17 0 EDS
Emcee:  Uncle Mikey Type:  Unmoderated
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941 Dan, I voted for the proposal. I was astounded early today when I saw the CalpDave O.-5/11/1998
940 Its ok.. EDS Management is probaly going to cash out when CA's Wang danglesEpics-5/11/1998
939 Daniel, I agree that EDS can be a good play in the long run. They have a dominaDaniel Liberty-5/11/1998
938 EDS management still has a lot of skin in the game- There is no doubt that the Daniel G. DeBusschere-5/11/1998
937 Thomas, I agree that Les' salary is outrageous. I truly hope the proposal fDaniel Liberty-5/11/1998
936 I'm new to the thread, but long EDS for 6 months or so now, breaking about Thomas Haegin-5/11/1998
935 A vote for the Calpers proposal for an independent head of the board is perhapsDaniel Liberty-5/11/1998
934 Here is an excerpt from the California Pension fund proposal. For the complete Daniel Liberty-5/11/1998
933 CA has been VERY successful in integrating acquired companies by getting rid o4-UR-Eyes-Only-5/10/1998
932 I would certainly welcome a CA $55 bid for EDS. I think it will take a long timDaniel Liberty-5/10/1998
931 CA has only 1/4 of sales of EDS($15B). But CA has over $33B market capitaliza4-UR-Eyes-Only-5/10/1998
930 Dave, Revenue recognition matters a great deal when doing cost modeling. Up froDaniel Liberty-5/9/1998
929 Dan, < I wonder if all of the contracts are back-end loaded so the majorityDave O.-5/9/1998
928 Dave, It's hard to understand why EDS revenue is only growing at 9% with alDaniel Liberty-5/8/1998
927 Dan, < At this point, EDS is getting a bum rap > I have to play devilDave O.-5/8/1998
926 D.G.D: I am glad that except for time frame & numbers, we have reached agreDoug-5/8/1998
925 EDS is undergoing a transformation - Doug - what you say makes sense. My pointDaniel G. DeBusschere-5/8/1998
924 D.G.D: Each Q, we have the same "Wait and see" mantra. Some newbees mDoug-5/8/1998
923 This last debacle started over one penny a share- If the earnings met the conseDaniel G. DeBusschere-5/8/1998
922 An 18 month outlook on EDS should be sufficient to consider- In my opinion, EDSDaniel G. DeBusschere-5/8/1998
921 I understand a lot of what is going on at GM although I can't understand whDaniel Liberty-5/7/1998
920 D.G.D: Stock valuations automatically follow when the Street understands the Doug-5/7/1998
919 DD: I find the adoption of more conservative acct. bullish. Mngmt indicated tRWilson-5/7/1998
918 Dan: It seems like GM still is their big headache. Base revenue growth last Q RWilson-5/7/1998
917 For what it's worth I passed on the comments made by another on this threadRWilson-5/7/1998
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