Saturday, February 9, 2008

CTSH transcript of conf. call

Cognizant Technology's conference call transcript is here.

Very strong results and outlook is strong. This combined with the previous call from Infosys INFY (posted a while back) makes me think the upside in these companies will begin to reveal itself. These have been beaten down on economic fears, but it's just not showing up in their outlook or results. I'm long both, and CTSH is my largest individual holding, but I'm very optimistic going forward based on what I'm hearing.

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