CA Technologies (CA) is another firm that's banking big on IT spending increases. CA develops software and provides IT services to enterprise customers across the world. The firm's bread and butter comes from helping customers put their supremely costly mainframe computers to work -- the huge costs involved with mainframe computing help make CA's fees look bargain-priced as a result. Years ago, CA was primarily a hardware outfitter, but the firm made the well-timed shift to focusing on software for high-end enterprise installations.
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