The Wall Street Transcript Publishes Information; Technology Services CEO
interviews
NEW YORK, Feb. 2 /PRNewswire/ -- Three leading analysts and top management
from nineteen Information Technology Services firms examine the IT Services
sector in this latest issue of The Wall Street Transcript 212-952-7433, or
twst.com
In a vital review of this sector for investors and industry professionals,
this valuable 130-page Special IT Services Issue features:
1) Nineteen extensive (average 2,500 words) CEO Interviews with top
management from Information Technology Services firms discussing the outlook
for their firm and the IT sector:
BrightStar (Nasdaq: BTSR) foresees great opportunities in e-business
services. CEO Michael Ober expects some growth overseas as he states: "We want
to expand into additional geographies. Here in the US, we have a presence
pretty much everywhere. Two or three years from now, we want to be a
$500+ million company that has a very solid geographical presence throughout
North America and Asia."
About Computer Task Group's (NYSE: TSK) growth in the near future, CEO
Gale Fitzgerald states, "About 20% of our business today is transacted in
Europe. Europe's a huge area for growth for us because we're there already,"
"We get up every morning trying for 100% market share," states Liberate
Technologies (Nasdaq: LBRT) CEO Michell Kertzman. Kertzman continues, "When
that's your goal, it defines in many ways your management philosophy and
approach, which is around speed, flexibility, agility, drive, customer
fanaticism, and happy customers."
Newgen Results (Nasdaq: NWGN) CEO Jerry Benowitz speaks of the importance
of customer relationship management and customer relationship marketing:
"We have the peripheral services to help them do this in one of our country's
largest industries. If we continue to grow our top line at 40% a year, and
30% of that follows to pretax earnings, we will have very, very high earnings
per share."
Diamond Technology Partners (Nasdaq: DTPI) CEO Melvyn Bergstein states,
"We're running at about a $122 million revenue run rate at this point. If you
look at our key statistics, we grew revenue a little over 50% in our second
quarter."
Canterbury Information Technology (Nasdaq: CITI) CEO Stanton Pikus
highlights his company's strengths as he states, "I would assess us still as a
speculative growth company. The positives are that we've proven that we can
operate profitably. I believe we have achieved a solid base for secure
growth."
The Titan Corporation (NYSE: TTN) CEO Gene Ray foresees continuous growth
for the four core businesses that the company owns: "The four core businesses
are all very well positioned to continue their growth into 2000 and beyond.
All have ways of differentiating themselves from their competitors."
Telemetrix (OTC Bulletin Board: TLXT) CEO Michael Tracy expects telemetry
to bring a lot of venue in the future. Tracy states, "It is our belief that
with an extremely modest market share, we will be a $200 million plus business
three years out."
EarthWeb (Nasdaq: EWBX) CEO Jack Hidary predicts that subscriptions may
eventually comprise about 25 percent or more of their revenues. Hidary
continues, "It was zero percent of our revenues as recently as six or nine
months ago. We feel comfortable in saying that over the next few years it will
increase beyond a quarter of our revenues."
This 130-page Information Technology Services Issue also includes:
2) Information Technology Services -- In an in-depth Analyst Roundtable
(13,100 words) Mark Allen, Managing Director of Equity Research with The
Robinson-Humphrey Company, Steven Ashley, Senior Vice-President with Robert W.
Baird & Company and William Loomis, Managing Director and Group Head of the
Technology Research Group with Legg Mason Wood Walker examine the impact of
e-business, the importance of proprietary software, IT staffing companies,
solutions companies, post-Y2K IT spending increases, full-service and niche
providers, future dominant sectors, personnel shortages, consolidation, IPO
horizon, overseas markets, rapid European growth, investment approaches,
investor psychology, the outlook for the sector and the expert panelists
disclose their specific stock recommendations.
For a free interview excerpt in which Loomis recommends EDS as a core
holding in an IT portfolio, see
archive.twst.com
The panel offers recommendations about which sector stocks are most likely
to reward different types of investors.
To obtain a copy of this insightful 130-page report, see
twst.com or call 212-952-7433. This special section is
also included in the TECHNOLOGY Sector of TWST Online at
archive.twst.com
The Wall Street Transcript is a premier weekly investment publication
interviewing market professionals for serious investors for over 36 years. At
twst.com TWST Online provides more than 1000 free Interview
excerpts.
For highlights, recent recommendations by analysts and money managers and
business news, visit twst.com
The Wall Street Transcript does not endorse the views of any interviewee
nor does it make stock recommendations.
SOURCE Wall Street Transcript
-0- 02/02/2000
/CONTACT: Mr. Peter McLaughlin of The Wall Street Transcript,
212-952-7433/
/Web site: twst.com
(BTSR TSK LBRT NWGN DTPI CITI TTN TLXT EWBX)
CO: Wall Street Transcript
ST: New York
IN: PUB
SU:
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