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INDEX OF
ANNEX BULLETINS - 2004

Annex Bulletins & Newsflashes published in 2004

No. 

Date

Headline and Description

Subject

B27

12/31/2004

EDS: The Titanium Stock - An analysis of EDS, IBM, HP, Accenture, CSC, Fujitsu, Capgemini, Oracle and other IT services and software cos.' shareholdings

Industry Trends

N23

12/03/2004

Good Riddance, Finally? - An Annex Newsflash on possible sale of IBM PC unit

IBM Corporate

B26

11/29/2004

Fujitsu: Recovery Continues - An analysis of Fujitsu's 1H05 business results [Annex clients click here]

Japanese Cos.

B25

11/22/2004

IBM Server Renaissance - An analysis of IBM servers' business results

IBM Corporate

B24

11/16/2004

HP Hits Home Run - An analysis of HP's fourth quarter FY2004 business results [Annex clients click here]

IT Services

N22

11/12/2004

Revenue, Stock Soars - An Annex Newsflash on Capgemini's third quarter results

IT Services

N21

11/05/2004

EDS Jordan's Swan Song? - An Annex Newsflash on second delay of EDS 3Q earnings

IT Services

B23

10/25/2004

To Russia with Love and $$$ - An Annex Bulletin on global investment strategies 

Global Trends

B22

10/19/2004

Slow Quarter No Longer - An Annex Bulletin on IBM third quarter business results

IBM Financial

N20

10/13/2004

Revenues, Profits Up, Stock Down - An Annex Newsflash on Accenture's FY2004 results 

IT Services

N19

10/04/2004

A Takeover Target? - An Annex Newsflash on possible takeover of Capgemini 

IT Services

B21

10/04/2004

Sellout of America - An Annex Bulletin on global investments, debt and tax issues 

Global Trends

B20

9/25/2004

Spy Wars - An Annex Bulletin on Spyware on the Internet and what to do about it 

Industry Trends

B19

9/15/2004

Outsourcing Boomerang - An Annex Bulletin on latest IBM and IT services industry trends

Industry Trends

N18

9/13/2004

More EDS Job Cuts - An Annex Newsflash on planned EDS Cuts 

IT Services

N17

9/09/2004

Stock Plummets on Unexpected Loss - An Annex Newsflash on Capgemini's 1H04 results - updated

IT Services

N16

8/12/2004

HP Savaged by Wall Street - An Annex Newsflash on HP's third quarter results - updated

IT Services

B18

8/11/2004

Moody's Lowers the Boon on EDS - An Annex Bulletin on latest EDS news - print only edition 

IT Services

B17

8/02/2004

Unbreakable Spirit - An analysis of Oracle's FY 2004 business results

Software

B16

7/26/2004

Back in the Black, But... - An analysis of Fujitsu's FY 2004 business results

Japanese Cos.

B15

7/16/2004

"Old World" Renaissance? - An analysis of IBM's second quarter results

IBM Financial

N15

7/15/2004

Moody's Lowers the Boon on EDS - An Annex Newsflash on EDS' second quarter results - updated

IT Services

B14

6/18/2004

Delivering Value Horizontally - Echoes from an HP conference for worldwide consultants 

Industry Trends

N14

6/17/2004

Revving Up a Notch - An Annex Newsflash on Accenture's third quarter FY04 results 

IT Services

N13

6/14/2004

Beware Your CFO! - An Annex Newsflash on CEO/CFO relationships  Annex clients click here, Missed Opportunities

Industry Trends

N12

5/28/2004

Changing of the Guard - An Annex Newsflash on IBM insider trades and Board changes

IBM Corporate

N11

5/18/2004

Capgemini Hits Texas-size Home Run - An Annex Newsflash on Capgemini, CSC news and results

IT Services

B13

5/05/2004

Following the Money-An Annex Bulletin on institutional shareholders of Top 8 IT services companies 

Industry Trends

N10

5/01/2004

Keeping Faith, Losing Faith - An Annex Newsflash on HP/CSC stock performance

IT Services

N09

4/29/2004

On a Wink and a Prayer - An Annex Newsflash on EDS stock performance

IT Services

B12

4/21/2004

HPS Wins "by a Nose" - Results of Annex Research 2004 IT services Octathlon

Industry Trends

B11

4/15/2004

Going Retro with Mainframes - An analysis of IBM's first quarter results [Annex clients click here]

IBM Financial

B10

4/08/2004

Ditto, Ditto! Is Anybody Listening? -An Annex Research 5-yr forecast for IBM [Annex clients click here]

IBM Corporate

B09

4/02/2004

Mainframe at 40! - An Annex Bulletin on IBM mainframe and other 2003 business segments

IBM Corporate

N08

3/30/2004

Burning the Track Again - An Annex Newsflash on Accenture's second quarter 2004 results

IT Services

B08

3/22/2004

"Crown Jewel" Restored? - An Annex Bulletin on IBM Global Services 2003 results [Annex clients click here]

IT Services 

N07

3/10/2004

China Follies Revisited - An Annex Newsflash on latest Intel's problems in China

Global Trends

B07

3/05/2004

Hedging the Bets - An Annex Bulletin on institutional shareholders of Top 8 IT services companies

Industry Trends 

N06

3/04/2004

A Passage from India - An Annex Newsflash on HP Services bank wins in India and China

IT Services

B06

2/27/2004

Another, Smaller Loss - An Annex Bulletin on Cap Gemini's 2003 results [Annex clients click here]

IT Services 

N05

2/25/2004

Greed De-clawed - An Annex Newsflash on IBM's new stock option rules 

IBM Corporate 

N04

2/20/2004

Still No Cigar on Wall Street - An Annex Newsflash on HP's first quarter business results

IT Services 

B05

2/13/2004

Good Quarter Gets Boos - An Annex Bulletin on CSC 3Q FY04 results [Annex clients click here]

IT Services 

B04

2/06/2004

"Hot Air Jordan" Flaunts Flop As Feat- An Annex Bulletin on EDS 4Q results [Annex clients click here]

IT Services 

N03

2/03/2004

Nokia Dials HP! - An Annex Newsflash on another HP Services' big win in Europe

IT Services 

B03

1/26/2004

China Now Bigger Than U.S.! - An Annex Bulletin on global investment trends 

Global Trends 

B02

1/20/2004

IT Industry: Whither Goeth It? - An Annex Bulletin on current and future industry trends

Industry Trends 

B01

1/15/2004

Hype Exceeds Results - An Annex Bulletin on IBM fourth quarter results [Annex clients click here]

IBM Financial 

N02

1/12/2004

Cronyism Is Alive and Well at EDS - An Annex Newsflash on EDS's purchase of The Feld Group

IT Services 

N01

1/07/2004

Annex Bulletin Stats and 2004 Forecasts - An Annex Newsflash on reports published in 2003, along with five most/least likely forecasts for 2004

Industry Trends 

ANNEX BULLETINS 2003 INDEX

ANNEX BULLETINS 2002 INDEX

ANNEX BULLETINS 2001 INDEX

ANNEX BULLETINS 2000 INDEX

ANNEX BULLETINS 1999 INDEX

ANNEX BULLETINS 1998 INDEX

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Our ANNEX Bulletins constitute part of our Comprehensive Market Service. To learn more about them and CMS please e-mail us at: annex@djurdjevic.com or call (602) 824-8111.

 

 

 

 


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