Go to Jeff Salisbury LWGate Home Page.From: "Donald Wallker" <dougald@dmv.com>
Subject: Re: [CANSLIM] Fanus - CTSH
Date: Sun, 28 Jul 2002 12:08:45 -0400
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Andy - - Thank you for the input concerning CTSH. It certainly gave me =
reason to pause. On the other hand, I am under the impression that =
CTSH primarily provides its software services to its %60 owner, RX (IMS =
Health), who, by virtue of owning all of the CTSH's Class B shares =
(each having ten times the vote of a CTSH Class A share) has an =
interest in the success of CTSH. Given that scenario, CTSH's IBD =
ratings and the ongoing projected expansion through acquisitions plans =
of CTSH (which can be reviewed in their filings with the Fed) I am =
inclined to hang in there with CTSH for a while.=20
----- Original Message -----=20
From: Andy Hilliard=20
To: canslim@lists.xmission.com=20
Sent: Sunday, July 28, 2002 7:54 AM
Subject: Re: [CANSLIM] Fanus - CTSH
I worked at CTSH for 2 years (2000-2002) and knowing their model and =
their current situation, initiatives, plans, pipeline, etc...I do not =
see why they have done so well - in relation to the market, inrelation =
to their primary competitors (e.g., INFY). CTSH is the 6th largest =
provider of Indian Tech services (significantly smaller than the largest =
4-5), can't compete on price (which is this game) with the largest =
companies (TaTa, Wipro, Infy, HCL), even though the model of business is =
the same across the board. US consultancies are rushing into building =
their own offshore development center so that means more competition. =
And with regional instability, I personally can't see much of an upside. =
I hope this helps.
----- Original Message -----=20
From: RWElmer@aol.com=20
To: canslim@lists.xmission.com=20
Sent: Saturday, July 27, 2002 2:55 PM
Subject: [CANSLIM] Fanus - CTSH
Fanus,=20
I had CTSH on my short list of stocks for a breakout all week, (BLUD =
and CECO were the other two I had) but the Market kept me from acting on =
it. I wish you success with it; I personally think it has merit, =
although it seems a bit overvalued. Had M been better, I might have =
bitten too.=20
Disclosure: I am not strictly CANSLIM, so I can't speak from that =
perspective.=20
Best of luck. If Market holds you could have the last laugh.=20
Regards,=20
Robert W. Elmer=20
Coldwell Banker First Shasta=20
2837 Bechelli Ln.=20
Redding, CA 96002=20
RWElmer@aol.com=20
221-9556 or 1-800-348-7939 ext.156=20
www.robertelmer.com=20
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<DIV><FONT face=3DArial size=3D2>Andy - - Thank you for the input =
concerning=20
CTSH. It certainly gave me reason to pause. On the other =
hand,=20
I am under the impression that CTSH primarily provides its =
software=20
services to its %60 owner, RX (IMS Health), who, by virtue of =
owning all of=20
the CTSH's Class B shares (each having ten times the =
vote of a=20
CTSH Class A share) has an interest in the success of=20
CTSH. Given that scenario, CTSH's IBD ratings and=20
the ongoing projected expansion through acquisitions plans =
of =20
CTSH (which can be reviewed in their filings with the Fed) I am inclined =
to hang=20
in there with CTSH for a while. </FONT></DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dahilliard@carolina.rr.com=20
href=3D"mailto:ahilliard@carolina.rr.com">Andy Hilliard</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Sunday, July 28, 2002 =
7:54 AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Fanus - =
CTSH</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3DArial size=3D2>I worked at CTSH for 2 years =
(2000-2002) and=20
knowing their model and their current situation, initiatives, plans, =
pipeline,=20
etc...I do not see why they have done so well - in relation to the =
market,=20
inrelation to their primary competitors (e.g., INFY). CTSH is the 6th =
largest=20
provider of Indian Tech services (significantly smaller than the =
largest 4-5),=20
can't compete on price (which is this game) with the largest companies =
(TaTa,=20
Wipro, Infy, HCL), even though the model of business is the same =
across the=20
board. US consultancies are rushing into building their own offshore=20
development center so that means more competition. And with regional=20
instability, I personally can't see much of an upside. I hope this=20
helps.</FONT></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3DRWElmer@aol.com =
href=3D"mailto:RWElmer@aol.com">RWElmer@aol.com</A>=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Saturday, July 27, 2002 =
2:55=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] Fanus - =
CTSH</DIV>
<DIV><BR></DIV><FONT face=3Darial,helvetica><FONT size=3D2>Fanus, =
<BR><BR>I had=20
CTSH on my short list of stocks for a breakout all week, (BLUD and =
CECO were=20
the other two I had) but the Market kept me from acting on it. I =
wish you=20
success with it; I personally think it has merit, although it seems =
a bit=20
overvalued. Had M been better, I might have bitten too. =
<BR><BR>Disclosure:=20
I am not strictly CANSLIM, so I can't speak from that perspective.=20
<BR><BR>Best of luck. If Market holds you could have the last laugh. =
<BR><BR>Regards, <BR><BR><B>Robert W. Elmer <BR>Coldwell Banker =
First Shasta=20
<BR>2837 Bechelli Ln. <BR>Redding, CA 96002</B> <BR></FONT><FONT =
lang=3D0=20
face=3DArial color=3D#0080ff size=3D2=20
FAMILY=3D"SANSSERIF"><B>RWElmer@aol.com</FONT><FONT lang=3D0 =
face=3DArial=20
color=3D#000000 size=3D2 FAMILY=3D"SANSSERIF"></B> <BR></FONT><FONT =
lang=3D0=20
face=3DArial color=3D#0000ff size=3D2 =
FAMILY=3D"SANSSERIF"><B>221-9556 or=20
1-800-348-7939 ext.156</FONT><FONT lang=3D0 face=3DArial =
color=3D#000000 size=3D2=20
FAMILY=3D"SANSSERIF"></B> <BR></FONT><FONT lang=3D0 face=3DArial =
color=3D#800080=20
size=3D2 FAMILY=3D"SANSSERIF"><B>www.robertelmer.com</B></FONT>=20
</FONT></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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