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Technology Stocks : Carnegie Group CGIX (READY FOR A MOVE?)
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To: PeterGx who wrote (36)1/17/1998 10:49:00 PM
From: PeterGx  Read Replies (1) of 110
 
I just quickly browsed www.cgi.com
generally liked what I read/saw.
The conference calls are worth going through (Dec 5)

Also just sent an e-mail request to manzetti@cgi.com (investor relations contact/CFO,VP) for more info and specifically asked, what I think is a key question pertaining to CGIX's growth and profitability: the reusability of their "templates".

IMHO, Consulting comapanies that work projects from scratch are likely to have less growth and profit margins independent of revenue levels. On the other hand, once a piece of software is developed - its largely paid for. Any further sale is likely to have growing profit margins.
If CGIX has products that allows them to LEGO build clients projects from pre-existing components, then high double digit growth rates are far more feasible and profits more likely.

I liked the fact that CGIX's business is becoming less dependent on Government orders and that comercial reevnues are growing in the 10-15% range from Quorter to Quorter!!(conference call)

Will post the outcome of the investor info request.
Cheers!
PS actual 4Q results coming up on Feb4th. May be higher than pre-announced if those "couple" of backlogged delayed orders were sorted out.
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