9.5.05: IT Services Report
3 analysts and top management from 7 firms examine the IT Services sector in this 38 page report from The Wall Street Transcript.

  1. IT Services & Software: Jamie Friedman, Fulcrum Global Partners LLC

  2. IT Services & Offshore Developers: Sandra Notardonato, Robert W. Baird & Co.

  3. Computer & Business Services Companies: Moshe Katri, SG Cowen Securities Corp.

  4. Off the Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  5. CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Allin Corporation, Answerthink, Inc., Associated Network Solutions Plc, SRA International, Syntel and Zanett, Inc.

    Topics covered: Long-term growth metrics  - India's market share  - Technology education  - Offshore solutions  - Government IT growth  - Global markets  - Stock selection  - Outsourcing & consulting markets 

    Companies covered: Accenture (ACN), BearingPoint (BE), Infosys Technologies (INFY), Satyam Computer Services (SAY), Cognizant Technology Solutions (CTSH), Ness Technologies (NSTC), DiamondCluster (DTPI), CIBER (CBR), CACI (CAI), SRA International (SRX), Cognizant (CTSH), Covansys (CVNS), Kanbay (KBAY), SI International (SINT), MTC Technologies (MTCT), Anteon (ANT), ManTech (MANT), Lockheed Martin (LMT), Northrop Grumman (NOC), Wipro Limited (WIT), First Data (FDC), Fiserv (FISV), Global Payments (GPN), iPayment (IPMT) and Alliance Data Systems (ADS).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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