Playing for the Real Money in Homeland Defense
But Shaw cautioned against reaching a similar conclusion about Electronic Data Systems (EDS), another subcontractor on Computer Sciences' team. A win by that team would probably help EDS stock, but the beleaguered computer-services giant has other problems, Shaw said.
"I wouldn't get too excited about EDS on this one," said Shaw, who has a neutral rating on EDS. (Her firm hasn't done any banking with EDS.)
Ironically, EDS' own federal megadeal to create a Navy-Marine Intranet -- a contract that has drawn comparisons to US-Visit -- has turned into a disaster for the company. Time will tell how that comparison bodes for the winner of the US-Visit deal, but for now, analysts are clearly looking at it as a positive for whoever that turns out to be.
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