Axon Share Discussion Threads

[mrminister] 25/8/2008 14:10

them indians never pay a going rate

[wilmdav] 25/8/2008 13:53

Seems rather cheap to me. I'm disappointed.

[milacs] 25/8/2008 13:42

Dr Know

Excellent news.

Put profit from Northgate into Axon. Now Axon gone.

Any ideas where to look for next winner in this area.

M

[blockbuy] 19/8/2008 09:49

morning all.........hey, we've missed it..............Axon has crept backup over it's 200dma................very nice....................

now if the markets could please sort themselves out............

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[mrminister] 15/8/2008 16:30

well some big trades in the last 15 mins and its well up on the day....

blink and you miss it....

[milacs] 15/8/2008 10:58

Space

Pleased to see one IC believer,

M

[spacecake] 15/8/2008 10:06

Tech Power !

[blockbuy] 14/8/2008 12:47

afternoon all..........ticking along nicely...............holding up very well and finally showing some stability despite the markets being all over the place..........

nice................

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[mrminister] 12/8/2008 14:38

well one of the better stocks on my monitor today thankfully as can't i see many.... amazed i am still on par after holding this for a couple of weeks now..... keep it coming...

[blockbuy] 11/8/2008 16:41

afternoon all................consolidating well.............getting ready for the next leg imo.............

nice...............

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[joestalin] 06/8/2008 18:30

CapGemini sound bullish:

Analysts at Ovum also hinted Hermelin was right to say Capgemini's pending purchase of Getronics' applications business would hold his group in good stead, if business conditions worsen.

His focus on "cost control" – by offshoring work to India and Eastern Europe while aligning onshore staff to complement these teams, will continue in the future to safeguard profitability.

Largely as a result, and presuming business conditions remain "OK", Capgemini predicted revenues to grow by up to 5% for 2008, with double-digit margin growth possible by 2010, (up from 8.5% in 2008, versus 7.4% in 2007 and 7.6% now).

"We are preparing for possible adverse [economic] conditions as we do not know what will happen in 2009/10," Hermelin said, before admitting Capgemini would be impacted if conditions worsen.

"[But] so far we have not actually recorded any sign of a slowdown. Customer demand has not softened so far. Of course [we are] prepared for a slowdown but [let's] not create it".

If belt-tightening remains the norm for businesses, he predicted customers would not stop investing in IT, rather "they will ask for more return on [their] investment; they will ask more for less."

Ovum analyst John O'Brien reflected that, like other A-list IT services players to recently update the market, Capgemini is "not [yet] suffering" from continuing signs of weakness in the global economy.

Other than a 'flight to quality', two major factors explain this reported buoyancy in IT services during the first half of 2008, said the Management Consultancies Association, which represents 70% of UK consulting firms.

"The first half of the year is often the best half for consulting firms," cautioned Fiona Czerniawska, director of the MCA's think-tank.

"The MCA's own half-year survey [of 2007] reported growth of around 20%, but the overall growth for the year was only 10%, suggesting that the second half of the year was pretty flat.

"Some of this is caused by budgets cycles, but the second half of the year includes the summer and Christmas, so firms would expect there to be more activity in the first half."

The other explanation, also offered by the report's findings, centres on the inert timescales of the IT services projects that major clients must meet because of corporate governance.

"There actually appears to be pent-up demand for greater expenditure [in information technology] because so much money has gone, particularly in financial services, on compliance and regulatory-related work," Ms Czerniawska said.

"This contrasts against the previous downturn in 2002 when there was a significant backlash against IT from the dotcom bubble and Y2K. This suggests that IT expenditure will be comparatively resilient if there is a [n industry] downturn this time around".

Hermelin agreed. Pointing to local IT services overseen by global delivery, and the associated productivity gains and industrialisation, factors not confined to Capgemini, he said any ensuing slowdown in the IT industry "will not look like the last one."

[blockbuy] 06/8/2008 11:05

morning all.............nothing more than a fuel fill up stop imo based on nothing contradicting SAP's recent news.................markets going well..........oil dropping................

nice...............

;-)))))))))))

[scottie01] 06/8/2008 09:58

Just needs a little nudge to get going imo.

[mrminister] 05/8/2008 11:15

just put a toe back in the water again on that little shake......so expect a reverse in the price from now on .....

[scottie01] 05/8/2008 09:47

Spoke too soon Bb;]seems a struggle to break the 490 at the moment .

[blockbuy] 05/8/2008 09:10

morning all.............direction resumed..........

nice..............

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[blockbuy] 04/8/2008 16:23

all over the place..............lol................

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[blockbuy] 04/8/2008 16:19

as I type.........positive...........

nice...........

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[blockbuy] 04/8/2008 16:19

hey, who caused that 10p drop eh??????????..............just a couple of pennies short of another plus day though.............

nice.............

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[blockbuy] 04/8/2008 11:48

morning all................my guess is interims are top draw again, following on from SAP's good cheer............yep, things may be a little tough, but there's no easy ride in business...........

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[fieldhouse] 02/8/2008 17:03

Could well be Joe.
Also only another four week to the intrims.
Anyone know why on the advfn financial page for axon are only showing year profits for Dec yearend 2006.?

[joestalin] 01/8/2008 20:36

Maybe this is the reason:

Defence contractor BAE Systems is on the verge of buying Detica, the IT and software security firm recently bitten by the credit crunch, in a deal worth £531m.

Talks between the two started last Wednesday and culminated this Monday with confirmation that a cash deal has been struck for BAE to swallow Detica entirely.

Under the deal, BAE offered Detica shareholders 440p per share, valuing it at £531m, representing a 57% premium compared to the firm's closing price on the Wednesday.

For what analysts said was a very "full valuation" of Detica, BAE will get the firm's technical skills to help grow its security presence in new regions and the US homeland security market.

[joestalin] 01/8/2008 15:29

Its looking like a good end to the week. Things are picking up.

[blockbuy] 01/8/2008 09:03

morning all......can't keep a good stock down...........bit suprised really seeing as what happened stateside lastnight..........but quality is quality...........

nice..............

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