Friday, September 29, 2006

Cap Gemini S A Now Has to Deliver for Stock Performance

Cap Gemini's stock moved up strongly from Euro 30 per share in November 2005 to the 45 in mid-2006 but then has been stuck in neutral mode. What gives?...

Business is good, according to the company and the general feeling among equity analysts. IT spending remains high for the most part. Cap Gemini SA's senior management painted a good upbeat picture in their recent US roadshow. The biggest issue is the margin as percentage of sales, which they are aggressively pitching, though this does seem realizable, given their increasing use of offshore resources, higher consulting rates all across the board, and better management of cost and personnel...

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