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If you’ve been dazzled by the brilliant revival in tech stocks over the past couple of months (see Whither tech stocks?), you might want to take a somewhat more measured view by reading the just published July edition of TechMarketView’s IndustryViews Quoted Sector report.As usual, we take you through the short, medium and long-term performance of the major tech indices, and take a deeper dive into the recently enlarged FTSE SCS (software and computer services) index. Then, unlike most commentators, we move outside of the realm of the traditional players, setting them in the context of key adjacent sectors: ITSA (IT staff agencies), BPO, and the major European and Global IT services stocks.Finally we hone in on four of the ‘Dearly Departed’ UK SCS companies that recently exited AIM; two went ‘belly up’ but the other two live on, once again under private ownership.
Posted by Anthony Miller at '08:59'