3 analysts examine the Internet Services segment in this 17 page report from The Wall Street Transcript.
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IT Outsourcing, IT Consulting & Government IT: Moshe Katri, Cowen and Company, LLC
Information Security & Chinese Technology Companies: Sean Jackson, Avondale Partners, LLC
The Impact of High Oil Prices on Indian IT Services: Trip Chowdhry, Global Equities Research, LLC
Topics covered: The impact of a slowing economy on IT spending - A pullback in the financial services segment - The increasingly disciplined spending environment - Spending on projects with proven cost savings - Information security stocks - Digital identity & authentication - Indian IT services companies - The impact of oil prices - Cost advantage to Indian companies
Companies covered: Accenture (ACN); Affiliated Computer Services (ACS); IBM (IBM); Electronic Data Systems (EDS); BearingPoint (BE); Visa (V); MasterCard (MA); Global Payments (GPN); Paychex (PAYX); Hifn (HIFN); Entrust (ENTU); Yucheng Technologies (YTEC); AsiaInfo (ASIA); Infosys (INFY); Wipro (WIT); Satyam (SAY); TECSYS (TCS:TSX); Google (GOOG).