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Internet Security & Identity Authentication Issue
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Off The Record Analyst praises Electronic Data Systems' management team Full article published: 11/22/2001     Money Managers, Analysts, Buysiders and Executives


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Electronic Data Systems Corp. (NYSE:EDS);

Leading analyst and top management from eight sector firms examines the technology sector in this special 40-page IT Consulting issue from The Wall Street Transcript, available at (212/952-7433) or http://www.twst.com/info/info453.htm.

“There is still a lot of demand for application-type maintenance work,” reports an industry pro. “EDS, which provides that as an outsourcing service, has been doing pretty well. There is a huge installed base of mainframe computer systems that still needs to be looked after and is an outsourcing opportunity. Long term, it’s still a solid growth opportunity for EDS. Looking forward, EDS should continue to do well. I don’t anticipate seeing any negative surprises from EDS.”

“Among the larger companies, the management team at EDS has done an outstanding job of restructuring the company and moving it forward,” another analyst says. “They are now seeing really record-level performance. Nonetheless, EDS had to go through not only a structural realignment, but had to realign their culture, which is tough to do. EDS has been able to pull that off and is positioned well. Richard Brown, CEO, did a couple of things to implement this at EDS. From a softer perspective, Brown re-energized EDS with less bureaucracy and more customer-facing, more market-facing. He gave investors the tools and the information systems. Other steps Brown took were weeding out the underperformers and those who were not contributing to the growth of EDS."

This special issue includes:

1) IT Services Companies - In an in-depth (3,100 words) Analyst Interview, Joseph Vafi, Vice President at Robertson Stephens, examines the outlook for the sector and shares specific stock recommendations.

2) The TWST confidential Off-The-Record survey of management performance at 10 sector firms asked market insiders about the ability of management teams to create shareholder value.

3) CEO interviews (average 2,500 words). Top management of eight sector firms examine the outlook for their firm and the sector.


Tickers included in this excerpt: EDS

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This interview is a small excerpt from a comprehensive management survey published in The Wall Street Transcript on 11/19/01. For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

Copyright 2001, Wall Street Transcript Corp.

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  • Computers & Electronics
  • Internet, Software & Services
  • Telecommunications

     

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