03.03.08: Canadian Technology Report
2 analysts and 15 sector firms examine the Canadian Technology space in this 58 page report from The Wall Street Transcript. Order this Report

  1. Canadian Enterprise Software & IT Services: Mike Abramsky, RBC Capital Markets

  2. Outlook for Canadian Technology Stocks: Paul Steep, Scotia Capital

  3. CEO Interviews (average 2,500 words): Top management from 15 sector firms examine the outlook for their firm and sector. Firms interviewed include: 01 Communique Laboratory Inc., 20-20 Technologies Inc., Brainhunter Inc., C-COM Satellite Systems Inc., CSM Systems Corp., Empower Technologies Corp., Even Technologies Inc., Guest-Tek Interactive Entertainment Ltd., Momentum Advanced Solutions Inc., Nstein Technologies Inc., Parlay Entertainment Inc., SAND Technology Inc., TurboSonic Technologies, Inc., Vecima Networks Inc., Yak Communications (Canada) Corp.

    Topics covered: Canadian software sector - M&A activity - Software and services companies - Large cap and emerging companies - New technology companies - Enterprise software - IT services - IT processors - Mature vendors - Larger installed base of clients - Steady stream of revenues - Strong free cash flow in a down market - Lowering budgets - More cautious spending - Existing deployment of products - IT infrastructure - Increased usage of mobile data with applications

    Companies covered: Open Text (OTEX); CGI Group (GIB); Absolute Software (ABT:TSX); Descartes (DSGX); Constellation Software (CSU:TSX); Hostopia (H:TSX); MacDonald Dettwiler (MDA:TSX).
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