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Daily Note Newsletter
------------------------------ ================ Sponsored by TWST.com ===================================== Healthcare Investor? Come to our free Cell & Stem Cell Therapies Virtual Conference at http://www.twst.com/register/stemconf.html ============================================================================= -- This week TWST has an interview with the President and CEO and a Director of CDI Corp. He states, "CDI today is an outsourcing and staffing company. We are leaders in several of the areas we participate in. We've got four major lines of business or reporting segments. Our Management Recruiters International business is the world's leading recruiting company. Our Today's Staffing business is a regional player in clerical and administrative temporary staffing. Then we have our Professional Services business, which is higher-end technology and technical services staffing in targeted industries; we're one of the leaders in those spaces. And we've got our Project Management business, specializing in engineering and information technology outsourcing." He states, "Clearly, there's huge opportunity in the Project Management businesses. Outsourcing is a trend that's going to continue and, in fact, accelerate. Most corporations are becoming more disciplined at sticking to their core competencies and outsourcing the rest. They're getting more financially disciplined in looking to manage on a steady run rate of staffing and, for peak-and-valley effects, to outsource projects. I think there's a tremendous boom coming in outsourcing in general. And then there are some specific industry sectors that I think are very attractive, some targeted vertical markets, a good example being health care, where there's going to be a tremendous opportunity for us." To read more of this interview excerpt, click on http://www.twst.com/notes/articles/nax611.html. -- We also have an analyst interview with the Director and Senior Analyst in the Equity Research department at Robert W. Baird & Company. He highlights Manpower. "Manpower is another interesting pick, for reasons I discussed earlier - improved mix, management, and margin potential. The current estimates are depressed. I think Manpower can potentially do $2.50 per share in 2003, and trade at 20 times that number - and the stock is only mid-$30s today." To read more of this interview, please click on http://www.twst.com/notes/articles/nav460a.html. -- All these extracts below are free, but if you want the full text to any of these articles, call (212) 952 7433, or go to http://www.twst.com/subscribe.html Following are the latest interviews from the the Industry/Services Sector published by The Wall Street Transcript. ______________ Services MD discusses the global portfolio and resilience of P&O Ports http://archive.twst.com/notes/articles/lqs096.html Corporate Executive Board has done consistently well through this period, notes Analyst http://archive.twst.com/notes/articles/nav460d.html Administaff has a very good execution formula, states Analyst http://archive.twst.com/notes/articles/nav460e.html Off The Record: Spherion has the potential to do very well, notes an Industry Expert http://archive.twst.com/notes/articles/nav700d.html Analyst reports on Right Management Consultants http://archive.twst.com/notes/articles/nav460c.html Off The Record: Analyst sees a brighter future for Korn/Ferry http://archive.twst.com/notes/articles/nav700c.html CEO discusses Labor Ready's corporate strategy http://archive.twst.com/notes/articles/nax606.html Cross Country is top on Analyst's list http://archive.twst.com/notes/articles/nav460b.html Off The Record: A Leading Analyst praises Manpower's Executives http://archive.twst.com/notes/articles/nav700b.html Analyst has a strong buy rating on TMP Worldwide http://archive.twst.com/notes/articles/nav860b.html CEO of Eloquent explains the agenda for the next 12 months http://archive.twst.com/notes/articles/nax608.html Manpower is an interesting pick, notes Analyst http://archive.twst.com/notes/articles/nav460a.html Off The Record: On Assignment's management has done a solid solid job of managing cost, notes an Industry Pro http://archive.twst.com/notes/articles/nav700a.html Analyst reports on Robert Half International http://archive.twst.com/notes/articles/nav860a.html COO discusses the strategic direction for DA Consulting Group http://archive.twst.com/notes/articles/nax605.html Analyst favors Resources Connection http://archive.twst.com/notes/articles/nav460.html Off The Record: A Leading Analyst praises Adecco's management team http://archive.twst.com/notes/articles/nav700.html Manpower is very well positioned, states Analyst http://archive.twst.com/notes/articles/nav860.html CEO highlights the biggest opportunities for CDI http://archive.twst.com/notes/articles/nax611.html To see more about The Wall Street Transcript, go to the website at http://www.twst.com Access to interview extracts is free, and access to the full text of any of the articles listed above requires a subscription to that sector. For FULL-TEXT SUBSCRIPTION go to http://www.twst.com/subscribe.html The Wall Street Transcript is a premier weekly investment publication serving serious long-term investors for over 35 years. The Transcript publishes industry roundtables and interviews with Wall Street analysts, money managers, and company CEOs, and is read by top money managers, brokers, and individual investors.The Wall Street Transcript is independent and impartial and neither invests in, nor recommends, stocks. Investors should always conduct their own research before investing. To UNSUBSCRIBE go to http://www.twst.com/unsubscribe.html ________________________________________________ Copyright © 2000, Wall Street Transcript Corp.
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