Cognizant Technology Solutions Corp. (CTSH)
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CTSH Forum Topics
- All Comments on CTSH
- General Discussion on CTSH
- Time to Recognize Cognizant - Barron's [view article]
- Top 10 Outsourcing Stocks [view article]
- 16 Stocks That Are Paying My College Tuition [view article]
- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing [view article]
- A Change-of-Pace Growth Strategy [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Bargain Hunting: Stocks With Strong Earnings Growth [view article]
- Excellent Stocks When (If) Oil Hits $150 [view article]
- India Offshoring Quarterly Snapshot [view article]
- Monday Options Outlook: WM, XLF, C, PXP, AMT, TMX, CTSH, PSUN [view article]
- Why the HP / EDS Deal Is Making The Street Nervous [view article]
- Fine-Tuning Our Cognizant Technology Estimates [view article]
Recent CTSH Articles
- Time to Recognize Cognizant - Barron's
- Top 10 Outsourcing Stocks
- 16 Stocks That Are Paying My College Tuition
- Cognizant: Reducing Estimates, Target Slightly
- Wall Street Breakfast: Must-Know News
- Earnings Preview: Cognizant Technology Solutions
- A Change-of-Pace Growth Strategy
- Indian Offshorers: Summary of Recent NASSCOM Analyst Briefing
- Bargain Hunting: Stocks With Strong Earnings Growth
- India Offshoring Quarterly Snapshot
- Full List of Articles »
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Wall Street Breakfast: Must-Know News [view article]
gebby, I think the editors are trying to consolidate the headlines to make them easier to view. I personally enjoy my Wallstreet Breakfast. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thank you Numbersman. Corrected. ReplyWall Street Breakfast: Must-Know News [view article]
You state that BIDZ "Q1 EPS of $0.15 in-line". This is an incorrect statement. The actual was $0.18, which beats Street estimate of $0.14 (27% better than estimate). ReplyWall Street Breakfast: Must-Know News [view article]
And then came the establishment of the Reasonable Profits Board and it spread throughout the land and nothing on Wall street was ever the same again. The End. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Not sure what you're asking, gebby. ReplyWall Street Breakfast: Must-Know News [view article]
why are you reprinting the headlines fro alpha? ReplyCognizant Technology Solutions: Fundamental Review (CTSH) [view article]
1 person from CTS his name is Balaji srinivasan( 116725 cog id) put his papaer bcos he didnt get promotions. But his higher officals convinced him. Is this best way to get promotions.is this fair
Reply
With Decent Infosys FYQ4, Indian Outsourcing Stocks Look Higher [view article]
infosys looks like a good long term bet in IT stocks ReplyTime for India's Outsourcers to Focus on SMB Client Segment [view article]
This is an interesting argument though not really radical. The larger service firms go after larger clients (Global 5000, Fortune 500 etc) for a reason: economies of scale. The SMBs are served by niche players, possibly SMBs in service sector themselves.Again, examples of big fish entering smaller ponds or the vice-versa are not hard to find either. Reply
The Coming Death of Indian Outsourcing? [view article]
Agreed - wages are increasing 15%, are the billing rates increasing the same amount? No.Whatever maybe the wage increase at offshore, what matters to US customers is the billing rate. As long as that is not catching up with US rates, it will not be a problem to US customers.
Which makes maintaining profitability a headache only for the Indian companies. The leadership in these companies need to come up with better ideas to offset that. Reply
Editors
General Discussion on CTSH
Is this a buy or a sell? ReplyTime for India's Outsourcers to Focus on SMB Client Segment [view article]
There are many companies that have already started following this approach. The Outsourcing world has more often concentrated on the Fortune 1000s. It's time that the fruits of this tree be shared with the SMB segment as well. ReplyThe Coming Death of Indian Outsourcing? [view article]
Important is stock valuation of Indian IT companies, which is ROCK BOTTOM now, this is a BUY call !!Do not get in the trap of some sensational stories like this.
Reiterate - BUY CALL Reply
Indian Outsourcers Fight Back Against Presidential Candidates [view article]
Our economic development has been based on free trade in which we have sold hundreds of billions of dollars of goods including airplanes, computers, and Cokes to the developing world. Now that the dollar has declined once again exports will lead our economy out of this slump. First, it would be unethical to continue to push developing countries to open markets while at the same time erecting barriers to free trade. Second, large companies that outsource gain competitive advantage against there European and Japanese competitors therefore bringing greater prosperity to the US.Reply
India’s Labor Arbitrage Strategy [view article]
Agree that India cannot sustain 15% hike but it is not that Indian companies behind it but it is the market demand. This increase is also trickling down to other sectors such as Real Estate and Services in India. Once the IT development centers in Eastern Europe and South America catch up with Indian IT salaries, Indian IT firms will have rethink but as of now they still hold the EDGE. Reply