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More on Computacenter results and outlook
As promised, we have posted further commentary on Computacenter, following a dicussion with CEO Mike Norris. Eligible HotViewsExtra subscribers can read the piece here.
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Soaring valuations
NASDAQ closed tonight above 3000 for the first time since 15th Nov 2000. Indeed, every time I press the button to revalue my own share portfolio, I have to pinch myself. This has been the best start to...
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Capita signs £440m Armed forces recruitment deal
Capita has now signed the Army’s recruiting partnering project (RPP), after being announced ‘recommended supplier’ last month (see Capita trumps Serco for key Army recruitment contract). Valued at £44m...
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SocialGo offers a peek under the SaaS covers
Full marks for disclosure to the top team at AIM-listed, social media SaaS pure-play, SocialGo (see SocialGo – the DIY social network). The detail in today’s FY results gives a revealing insight into...
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StatPro accelerating SaaS, taking short term pain
FY11 results show that the SaaS transition is being more keenly felt at StatPro now that the company has intensified its efforts, but as we noted in Targeted apps and focused market aid StatPro’s SaaS...
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Serco wins MoD business services management deal
Serco may have been disappointed to have missed out on the £440m Armed Forces Recruitment deal (see Capita signs £440m Armed Forces recruitment deal), but it has landed itself another Ministry of...
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NHS IT: Fresh opportunities despite '£1.8bn cuts'
Health Secretary Andrew Lansley told the EHI Chief Clinical Information Officers Leaders Network last week that the bill for the National Programme for IT in the NHS (NPfIT) will be cut by £1.8bn, with...
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Logica's margin challenge - 2012
This time last year we questioned the viability of Logica CEO Andy Green’s aspiration to move medium term ‘adjusted’ operating margins towards double digits (see Logica's margin challenge). In...
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Datatec: UK “still very weak”
South Africa-based network reselling and services player Datatec has released a brief pre-close update this morning, following its February 29th year end. It signals revenues for FY12 of approx $5bn....
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Cash rich Apple
I get more feedback when I write about Apple than any other subject for some reason. Clearly amongst HotViews readers are a lot of Apple junkies. Apple stock is going into the stratosphere. Last night...
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Sanderson confident, doubles dividend
Multi channel retail and manufacturing software provider Sanderson has released another positive trading update ahead of its AGM today, continuing the pattern of improving performance exhibited since...
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IDBS analyses stalled growth
It was quite a different growth story from privately-held, Guildford-based pharma industry data analytics firm IDBS compared to this time last year (see Onwards and upwards for IDBS). Indeed, after 27%...
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Cisco splashes cash on UK M&A
Cisco has announced it has agreed to buy UK-based video software firm NDS. The Silicon Valley networking giant has said it will pay “approximately $5 billion”, including debt and retention-based...
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EMIS delivers healthy full year report
After confirming it met FY11 expectations in January, and is upbeat on prospects for 2012 (see EMIS has positive outlook), leading GP systems supplier EMIS has now delivered an impressive set of...
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Updata, Wesupply wend forward as LMSC winds up
It was only a couple of months after backing what turned out to be its final MBO in September last year, of IT infrastructure services firm 365iT (now 365 ITMS), that private equity player, LMS...
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Datawind and India kiss and make up over Aakash
On the day that Apple’s new iPad hits the shops, I thought you might like to know that the spat between Datawind, the UK-based manufacturer of the much-heralded '$35' Aakash tablet (see Low-cost tablet...
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Capita trouble with ALS
Capita has been in the press this week for the 'wrong reasons', (see The Guardian and BBC), due to some high profile problems relating to its recent acquisition of translation services company Applied...
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EMIS delivers healthy full year report (update)
We have now spoken with EMIS’ CEO Sean Riddell to discuss the GP systems suppliers’ encouraging full year performance in more detail (see EMIS delivers healthy full year report). Riddell has some...
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Apple and that cashpile
At 1.00pm today, Apple is to make an announcement on what it will do with its c$100b cashpile. Although a dividend seems a likely outcome, several HotViews readers have pointed out that, as most of...
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Making head or tail of Quindell
I have to admit complete defeat! I have read and re-read today’s maiden FY results for ‘brand extension’ company, Quindell Portfolio, and I still can’t make head or tail of what it really does. We have...
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