Outsourcing Center, Karthik Nagendra, Business Writer
Are you at work? Check the mobile phone you are using. If you are in the Europe, Middle East and Africa (EMEA) region, chances are your company has allowed you to bring your own smart phone to work. The results of a recent survey of the region released by Aruba Networks (NASDAQ: ARUN) suggests that …
Outsourcing Center, Karthik Nagendra, Business Writer
Some years ago, Radio Frequency Identification (RFID) was going to bring supply chain management to the next level. Retailers like Target, Metro Cash & Carry and Walmart adopted it, only to discover that there were several challenges. Integration with SCM was one—tracking everything down to the last part/unit using RFID was turning out to not …
Outsourcing Center, Karthik Nagendra, Business Writer
Two things are of key importance in the retail industry today: margins and customer loyalty. While better sourcing, operational efficiencies and market penetration can check margins, the answers to improving loyalty or even maintaining them are complex. Retailers are increasingly being forced towards tactical solutions, rewarding customers with “money-off” deals. Much of the concept of …
Outsourcing Center, Karthik Nagendra, Business Writer
Innovation unfolding by way of mobile application usage in the financial sector is not totally unexpected: an increasing number of customers are walking around with smart phones, transacting in virtual worlds, accessing information 24X7, changing market dynamics and providing unlimited opportunities. Time has literally begun to translate into money. ComScore (NASDAQ: SCOR) [i] reported earlier …
Joseph D. Foresi
Back to Market Analysis home The sprint is on until the end of 2012. Recent stock price movements look sustainable in the absence of 2013 visibility, which we don’t expect this quarter. Investors remain locked in their positions, “Playing Prevent Defense Until Year End”. The decision to trim positions at 52-week highs is the easy …
David J. Koning CFA
Back to Market Analysis home Remain selective in IT Services, favoring CTSH/BPO providers, but would look to get more constructive around pullbacks in Neutral-rated stocks. CTSH is our best idea, given expectations for reaccelerating yoy revenue growth in Q4 (high historical correlation of growth acceleration and multiple expansion). Highlights from our recent trip to the …
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