Roundtable Forum: David Fick, Stifel, Nicolaus & Company, Inc.; Thomas S. Mitchell, Miller Tabak + Co., LLC.

Topics covered: Deceleration in IT services demand - Cyclical trends in the domestic economy. Developed countries - Growth in China, India and the Middle East - Offshore companies - Intellectual capital - New product initiatives - Sustainable growth trends - Medium-sized companies in the Midwest - Simulation software - Distributors of industrial parts - Investment research - Medical waste disposal - Distributors of office products - Enterprise data warehousing - Commercial services firms - Human resources services - BPO and IT companies - Counter-cyclical companies

Companies covered: Yucheng Technologies (YTEC), i2 Technologies (ITWO), Tata Consultancy Services, Accenture (ACN), Satyam (SAY), Heartland Payment Systems (HPY), Global Payments (GPN), Total System Services (TSS), China UnionPay, Kenexa (KNXA), Taleo (TLEO), Robert Half International (RHI), United Stationers (USTR), Applied Industrial Technologies (AIT), Ansys (ANSS), Cintas (CTAS), Landauer (LDR), Middleby Corporation (MIDD), Mine Safety Appliances (MSA), Morningstar (MORN), Stericycle (SRCL), Teradata Corporation (TDC), Hewitt (HEW), Watson Wyatt (WW), ExlService (EXLS), WNS (WNS), TeleTech (TTEC), Cognizant Technology Solutions (CTSH), Manpower (MAN), Aramark, UniFirst (UNF), G&K Services (GKSR), Standard Parking (STAN), LKQ(LKQX), Ritchie Bros Auctioneers (RBA).