Interesting comments Jean-Robert. A few clarifications please.
>> Before the BCE deal, many would have tendancy to think that CGI would not be able to realise with profit all their contracts
With earnings growth in triple digits every quarter and profit margins continuously rising, why do you think that they'd think that?
>> now that they have the human resources
Assuming that these people were all fully occupied (a reasonable assumption), how will this help?
>> they are in an excellent position to grab a great share of the 12,000,000,000$ canadian market that represent the year 2000
Agree, certainly the addition of Bell Sygma helps. They already handle a great deal of systems work for BCE subsidiaries such as Nortel.
>> and that is beside the "impartition" market that the will attack more agressively
I'm not familiar with the term "impartition market". Could you elaborate please?
>> and the electronic transmission of data were they are becoming a leader.
That is indeed a real biggie and possibly one of the reasons why Jean Monty wanted this company so badly. As Ron mentioned re CDSL, this expertise is extremely valuable to CGI. I look forward to announcements setting up electronic commerce infrastructures in the near future.
>> what % do you think small investors represented out of the 39,000,000 shares of CGI ?
I don't know but whatever it is, today's annoucement suggests to me that over time, fund companies will outbid individual investors (who are more short term) and the percentage of the latter will decline over time.
Thanks. |
