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Annex Bulletin 2007-34 October 4, 2007An OPEN CLIENT edition |
Strong Finish to Great Year - Analysis of Accenture's 4Q results [Annex clients click here] AAP-ed by IBM! (Analysis: Mainframe demand benefiting from specialty engines, Java) |
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IT SERVICES |
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Updated 10/04/07, 10:00PM PDTAnalysis of Top 20 IT Companies' Market & Business Results"An Apple a Day..." Keeps Bears Away ...at Least in Current Stock Market; But Microsoft Still Towers over All in Market Cap, Net IncomeSTAMFORD, CT, Oct 4 - Accenture
Happy bargain hunting! Bob Djurdjevic Click here for PDF (print) version
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Profitable Growth Continues - Analysis of HP's 3Q business results [Annex clients click here] Sun's Solaris to Shine on IBM's Polaris (IBM to offer Suns OS on its hardware) The Greening of Big Blue, Part 2 (IBM to save $250M in mainframe consolidation) IBM Beats the Street (Analysis of IBM 2Q07 business results) Adios, Microsoft Vista! (How I Failed Twice in Trying to Scale Mt. Vista) Burning the Track - Firing on all cylinders, Accenture raises forecast [Annex clients click here] New Broom Sweeps Clean - Analysis of CSC's 4Q07 business results [Annex clients click here] The Last of the (PC) Mohicans - Analysis of Dell's strategy changes; Linux, Wal-Mart BRIC by BRIC... to Top Line Growth - Echoes from IBM meeting for fin analysts [Annex clients click here] Per Ardua Ad Astra - Analysis of HP's 2Q07 business results [Annex clients click here] The Greening of Big Blue - IBM to spend $1 billion on "going green" Are We in "Buyback Bubble?" - Analysis of corporate stock buyback trends IBM: Lowering Center of Gravity - Highlights of Partnerworld 2007, with Detailed Reports for clients Growth Accelerating - Analysis of Capgemini's 1Q07 business results [Annex clients click here] To Buy (back shares) or Not to Buy? - Analysis of stock buybacks in corporate America No Surprises in Good Opening Quarter - Analysis of IBM 1Q business results [Annex clients click here] IBM Stock Still Grossly Undervalued (A preview of IBM first quarter business results] Accenture Beats Forecasts, Again (Analysis of Accenture's 2QFY07 results) HPS, Capgemini Tie for "Gold" - Results of Octathlon 2007 [Annex clients click here] The Value of pi (π) - Analysis of IBM System p and System i market and product strategies IBM Profit to Grow Faster Than Revenue - Update to 5-yr IBM forecast [Annex clients click here] The (T)ides of March Sink Markets Again - Analysis of global economic & investment trends IGS: Growth Slows, Profit Surges - Analysis of IGS 2006 business results [Annex clients click here] HP: Toward New Highs? (Excerpts from analysis of HP's 1Q07 business results) [Annex clients click here] Capgemini Caps Great Year, Saves Best for Last (Analysis of Capgemini's fourth quarter business results) EDS: On Sunny Side of Street (Analysis of EDS' fourth quarter business results) CSC: Where Less Seems More (Analysis of CSC's third quarter fiscal 2007 business results) Fujitsu: Sales Up, Profit Down (Analysis of Fujitsu's third quarter fiscal 2007 business results) IBM Shatters Records (Analysis of IBM's fourth quarter business results) IBM Stock Passes Century Mark (Analysis of Big Blue's Stock Performance) Happy Days Are Here Again (Analysis of Top 20 IT leaders' latest stock market and business performances) "Excellenture" Excels Again (Analysis of Accenture's first quarter fiscal 2007 business results) [Annex clients click here] Hedging the Bets (Analysis of latest institutional shareholdings of leading IT companies: IBM, HP, Accenture, EDS, CSC, BearingPoint, ACS, Perot ) [Annex clients click here] Globalization Accelerates (Analysis of United Nation's annual survey of global investments) IBM: A $125-Stock? (An update to "From Small Acorns Mighty Oaks Grow") Capgemini: Longest Sustained Stock Price Rise (An update to "By Leaps and Bounds") HP: New King of the Hill (Analysis of HP's fourth quarter business results) IBM: From Little Acorns Mighty Oaks Grow (Analysis of IBM's "State of the Union") Capgemini: By Leaps and Bounds (Analysis of Capgemini's preliminary third quarter business results) Fujitsu: Good Performance Gets Better, More Global (Analysis of Fujitsu's first half FY2007 business results) IBM: A Slam Dunk Quarter (Analysis of IBM third quarter business results) Accenture's Emphatic Year-end Accents (Analysis of Accenture's fourth quarter results) [Annex clients click here] IBM: Services in a Box (Analysis of IBM Global Services' Ground-shifting Announcements) Strong Comeback by IT Stocks in Third Quarter (Analysis of top 20 IT companies' market and business trends) Stock Buybacks: A Fading Fad (Dell, erstwhile "King of Fluff," suspends its stock buybacks) Capgemini: Growth Continues (Revenues, net profit up in double digits, margins also improve) HP Firing on All Cylinders (Stock sets new multi-year record following excellent third fiscal quarter results) [Annex clients click here] Power of Manpower (While others move to India, Russia... AMD invests in New York, hailing "phenomenal" quality of its labor force) Ebb Tide Lowers Most Boats (Analysis of EDS' and CSC's latest quarterly results) IBM Stock Grossly Undervalued? (Analysis of stock market valuations of IBM and its major competitors) [adds latest Fujitsu, Capgemini results] IBM vs. HP: A Tale of Two Blues (Both companies are doing well in business, but only HP is favored by Wall Street; Big Blue trying to change that now with its new "India Opus") [Annex clients click here] Go East, Young Man! (A speech delivered in St. Petersburg, Russia, May 25, 2006; click here for slides) IBM 5-Yr Forecast: Steady As She Goes (Emphasis on quality continued) [Annex clients click here] Octathlon 2006: Accenture Again Wins "Gold!" (HP gets "Silver," IBM "bronze") [Annex clients click here]
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