Annex Research - A Computer Consulting Firm - Bob Djurdjevic

The Year of Living Dangerously (Analysis of global investment trends in 2007)
Press Clips

2008

Also check out...

"Mr. Murphy's Year" Mercifully Ends (Analysis of the Top 19 IT companies market and business performance)
Squeezing the Consumer Dry (Greed Was the Fuel That Drove Both Bankers and Oilmen to Try to Squeeze Blood Out of Stone - Consumer)
Accenture: Bright Beacon in Sea of Gloom & Doom (Company Exceeds Wall Street Expectations with Strong Quarter, But Lowers FY09 Estimates)
Consumers Debt Drops, But Government's Soars (American Plutocracy Thriving: Taxpayers to Bear the Burden of Corporate Bailouts)

HP Fails to Lift Market (HP takes page out of IBM playbook; "A Tale of Two Blues" updated)
Facts Fight Back Fears (Detailed IBM results confirm preliminary optimism)
Fear Trumps Fact (There is a total disconnect at the moment between stock market and business fundamentals)
Screw Taxpayers to Help Bankers (Politicians do not walk their talk, an update to Just Say No to Greed 2)

Accenture's Quarter "Par Excellence" (Blowout 4Q Lifts Accenture over EDS to No. 3 in IT World; Bodes Well for Other IT Vendors' 3Q Results)

EDS Acquisition to Lead to Massive HP Layoffs (HP to lay off 24,600 people over three years and take $1.7B charge)

Just Say No to Greed 2 (Proverbial IT babies being thrown out with Wall St bathwater)

HP: "Beat the Street" Drumbeat Continues... (Analysis of HP's third quarter business results)

Big Blue Stock Sags on "New News" Days (Analysis of IBM institutional shareholdings)

IBM Delivers Explosive Growth (Big Blue firing on all cylinders; double digit growth of both earnings and revenues)

Minting "Green" into Greenbacks (An update to our five-year forecast for IBM)

MacAttack Falters at Foot of Mount Vista (A story about yet another attempt to break away from Windows)

Better Late Than Never (Analysis of a rumored HP takeover of EDS)

IBM & Google on Cloud Nine (Analysis of a deepening and expanding IBM-Google relationship)

IBM "Places" By a Nose Over Google (Analysis of Annex Top 20 IT companies' stock and business performances)

Big Blue Takes Chill Off Wall Street's Spring (Strong 1Q results boost stock to $125; company raises outlook for rest of 2008)

Just Say NO to Greed - Killer of Dreams! (An editorial comment on subprime financial crisis)
The "z10" Lifts "Big Green" (Analysis of IBM's new mainframe announcement)
HP Beats the Street Again (Analysis of HP's first quarter FY08 business results)
Capgemini's Great Valentine's Day Gift (Stock surges 10 points on strong 2007 finish)
Profit Drops, Stock Follows (Analysis of EDS' fourth quarter business results)
Profit, Revenue Surge Lifts Stock, Too (Analysis of CSC's 3QFY08 results)
Services, Emerging Markets Boost IBM (Analysis of IBM's full 4Q07 results)
Big Blue Shines in Fourth Quarter (Analysis of IBM's preliminary 4Q07 results; also new client-centered organization emerges)

Annex Research
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U.S.A.
Tel/Fax: (602) 532-7789

For more information, E-mail us at: annex@djurdjevic.com