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雷达卡
Contents
3 Investment summary
7 Valuation is low enough to fuel deal making
11 Mergers and acquisitions across the IT industry
12 Vendors have to prepare for the economic recovery
13 …and ready themselves for the next technology wave
15 Clash of the software titans
18 Market share is the name of the game
21 Opportunities emerge on several fronts
25 IBM could not afford SAP
26 SAP needs to make acquisitions
27 Failure is not an option for Oracle
29 Dassault Systèmes is a consolidator in the PLM segment
30 Software AG is on the sidelines as of now
30 Sage Group is between a rock and a hard place
32 Mid-sized IT Services players may steal the show
36 Large providers are likely acquirers
39 Small and mid-sized companies would be main targets
41 Some players may have the will, but not the means
42 Telecom players may stay on the sidelines for now
Contents part 2 (see web version of this report on SG Research site and separate document)
Accenture
Alten
Altran Technologies
Atos Origin
Aubay
Capgemini
Dassault Systèmes
Devoteam
GFI Informatique
IBM
Indra Sistemas SA
Infosys Technologies Limited
Logica
Oracle Corporation
Sage Group
SAP
Software AG
Sopra Group
Steria
Tata Consultancy Services Limited
Wipro Limited
With our thanks to Wenjuan CAI and Géraldine BELASSEN for their contribution to this report
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