CATP-The stock is taking off Message Board

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Technology Stocks : CATP-The stock is taking off

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To: P314159d who wrote (730)	2/14/2000 11:37:00 PM
From: Ram Seetharaman	Read Replies (1) of 782

It will take the new executive several months to shape CATP on a new "vision", if there is one - and hopefully he can repeat his performance at Arthur D. Little. If I were INFY, I would close my eyes and gobble up CATP. It will take them into the next phase of growth and expansion and further improve their margins. INFY IS WELL NETWORKED GLOBALLY and CATP would complement that. INFY's strength is supplying low cost labor and reaping high profits. The same is not not true with CATP. They have a better brand name. But philosophically, what good is a brand name, if the market cap. is ultra-banal. CATP with a $ 1.2 billion cap vs. the $ 33 billion cap. of INFY, which has just started taking off. With a dozen more acquisitions like CATP, INFY can become a global giant - it can be done and I don't see why INFY wouldn't. They have the best software talent around Banglore and supply is virtually perennial and with good management INFY can become a global giant in a decade - and computers and software are only going to get faster and more efficient - we need companies like INFY to offer "smart products" that can improve corporate productivity and a network of Global "Information job-shopper programmers" who can be nomadic - traveling from country to country and bring in good profit dollars for INFY. Our folks in U.S will remain information managers and marketers - but they will not job-shop from country to country servicing computers and debugging software. If CATP had another suitor, I wonder who that could be? A cash cow hardware vendor, that is willing to expand into new horizons - a DELL maybe? Might suit their culture functionally, since they don't keep much inventory - they just assemble as they get orders. they could aply the same logic to software services - hire no programmer until a client is willing to pay for them! Tomorrow should be interesting for CATP! My double list of 10-15-99 has started taking off. Even VISN is showing some life! Message 11570775

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