The performance in the 1st quarter for Ciber and others - Keane, Sykes is dismal- hope it turns around soon. I still think the prices are so cheap that buyouts or mergers are possible - maybe be the only way to get costs in line with shrinking margins.
It's tough to predict first qtr numbers, considering the change in business strategies for Keane, Ciber, etc. While long term growth looks very positive, I think there will be 1 or 2 more down qtrs before it turns around.
As you probably know, the cost of doing business in the b2b world is high, especially personnel costs. I agree that consolidation in this sector is very possible. The big players (IBM,EDS,KPMG,Anderson...) are competing for the same limited pool of bodies, so anything could happen. Ciber grew by eating smaller companies, but a bigger fish could be in the pond. The sector will recover but it may look different.
For now, CBR, KEA, CHRZ, CATP, ANLY, etc. need to grow their businesses and post good earnings. The market has recently dealt crushing blows to companies missing estimates. CBR shareholders have waited a long time since the post-split prices of $35-37. If CBR misses estimates, I'm worried that we might see $10 or less in this market.