【出版时间及名称】：2010年1月电脑服务与IT咨询行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：177
        【目录或简介】：

Contents
Overview
Portfolio Manager’s Summary ........................................................................................................... 3
Investment Case: Oh! The Places You’ll Go! .................................................................................... 6
Our Three-Tiered Investment Framework ......................................................................................... 8
“Growth Analysis Platform” – Mind the GAP ................................................................................... 13
Transaction Processors
Networks ....................................................................................................................................... 18
Key Industry Debates ..................................................................................................... 19
Visa (V, Overweight) ........................................................................................................ 29
MasterCard (MA, Overweight) ......................................................................................... 38
Payments ...................................................................................................................................... 47
Global Payments (GPN, Equal-weight) ........................................................................... 48
Total System Services (TSS, Equal-weight) ................................................................... 57
Payroll ........................................................................................................................................... 66
Key Industry Debates ..................................................................................................... 67
Automatic Data Processing (ADP, Underweight)........................................................... 82
Paychex (PAYX, Underweight) ........................................................................................ 85
Money Transfer ............................................................................................................................. 88
Western Union (WU, Overweight) ................................................................................... 89
IT Services
Key Industry Debates ..................................................................................................... 97
Cognizant (CTSH, Overweight) ..................................................................................... 109
Accenture (ACN, Overweight) ....................................................................................... 119
Computer Sciences Corporation (CSC, Equal-weight) ............................................... 130