Analyst Interview Excerpt DATA MANAGEMENT, ANALYTICS & DECISIONING COMPANIES: J.BRADFORD EICHLER - STEPHENS INC Full article published: 11/28/2005     For Subscribers Get this article online now! Order just this article Get Financial Filings and Annual Reports for Companies featured on TWST from EasyReports.net TWST: Give us an idea of your coverage in information technology and services. Mr. Eichler: In general, we cover one of three types of companies. The first type helps businesses manage their internal customer and prospect data. The second is companies that own and sell data for risk mitigation and marketing purposes. The third is analytics and decisioning companies. To put these areas into perspective, we cover companies such as Acxiom (ACXM) that help businesses build and maintain large-scale databases. Its services include data cleansing, data quality and data integration. An example of an information owner would be Equifax (EFX), which is one of the three primary consumer credit bureaus, and sells data for risk mitigation and marketing purposes. Another example would be Dun & Bradstreet (DNB), which sells risk mitigation and marketing information for businesses, or infoUSA (IUSA), which primarily sells marketing information on domestic businesses. In the analytics and decisioning area, Fair Isaac (FIC) is a company that stands out. Based on revenues, it is a leading provider of analytics and decisioning systems to many industries but is best known in the financial services marketplace. One of the major trends that we're seeing within our entire coverage universe is that everyone is trying to move up the value chain by adding analytics and decisioning to their existing data and data management offerings. TWST: Is that the top of the chain? Mr. Eichler: The way that we stack it, it is. We start with data at the bottom, then have data integration and data quality on top of that and then, finally, analytic and decisioning on top of that, because you're really trying to put that on top of all the data you have to help make more intelligent decisions or to improve the consistency of decisions you are making. Tickers included in this excerpt: ACXM, AXP, CEO, CPS, CSGP, DNB, EFX, FADV, FAF, FIC, INTX, IUSA, LTBG, TALX Have TWST notes emailed to you free: Email address: For more information call (212) 952 7400. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.

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