Morgan Stanley analyst Brian Essex attributes the weakness yesterday and prior to the holiday weekend in shares of DXC Technology to investor confusion around the mechanics of the USPS spin and guidance offered on the call. However, he noted that the company's FY19 guidance was for the stand alone DXC business and that the two months of USPS operations ending in May will be accounted for in discontinued operations for Q1. The company's guidance implies flat revenue with margin expansion for FY19, added Essex, who would be a buyer of DXC shares and keeps an Overweight rating and $114 price target on the stock.