10.11.04: IT Consulting Report
2 analysts and top management from 14 firms examine the IT Consulting sector in this 56 page report from The Wall Street Transcript.

  1. Commercial IT Services: Cynthia Houlton, RBC Capital Markets

  2. The I-Commerce Value Chain: Colin Gillis, Adams Harkness

  3. CEO Interviews (average 2,500 words): Top management from 14 sector firms examine the outlook for their firm and the sector. Firms interviewed include: TAC Worldwide Companies, Arena Solutions, Attronica Computers, ZCAR Technologies Incorporated, Carreker Corporation, Computer Sciences Corporation, eLoyalty Corporation, Healthlink Incorporated, Infocrossing, MTC Technologies, NUVO Network Management Inc., Politzer & Haney, Syntel and Technology Solutions Company.

    Topics covered: Federal Government stocks  - Government outsourcing  - Large defense contractors  - Financial services sector  - Offshore services  - Keyword bid rates  - Paid search engine space  - Demand for services  - Spend allocations  - Identity management protection services  - Fair and Accurate Credit Transactions (FACT) Act 
    Companies covered: DigitalNet Holdings (DNET), General Dynamics (GD), Lockheed Martin (LMT), Boeing (BA), Raytheon (RTN), Anteon (ANT), CACI International (CAI), Accenture (ACN), Affiliated Computer Services (ACS), Cognizant (CTSH), CyberSource (CYBS), Alliance Data Systems (ADS), iPayment (IPMT), Intersections (INTX), Google (GOOG).
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