That would lead to more bullish analyst reports on the companies, which would help the stock price. We wouldn't change our estimates on the company, but we'd say in the reports the official expectation was conservative.
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It is a major surprise that EDS won this business, ... This massive deal greatly aids visibility of revenue acceleration in 2001...and it assures EDS of handily topping this year the 24.9 billion total booking level in 1999.
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We are concerned primarily with the industry factors and have become more cautious on the sector.
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