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Who is up and coming, or down and out? Inside Research cuts through the PR rhetoric and reports just the facts…

1Q08 vs. 1Q07

Arbitron, Inc., New York (NYSE:ARB)

	Revenue: $94.0 million vs. $89.1 million (+5.5%)
	Net Inc.: $16.3 million vs. $15.5 million (+5.0%); EPS $.57 vs. $.52
	Comments: Revenues exclude Jan. 31 sale of Continental Research. Costs for PPM rollout in line with plans despite delays. Spending to continue in future at low level on now defunct Project Apollo. Long-term debt at $45 million, vs. $12 million at end of year. $50 million of two-year $200 mil lion stock buyback program completed in 1Q. Forecast unchanged for ’08, with revenue to increase 8%-10% and EPS at $1.30-$1.44.

Confirmit, Oslo, Norway (OSE:CONF

	Revenue: $11.4 million vs. $6.5 million (+75.4%)
	Net Inc.: $923,000 million vs. $528,000 (+74.8%); EPS: $.04 vs. $.02
	Comments: Organic growth 31% and excluding July ’07 acquisition of Pulse Train Ltd. 92% of revenue from licensing MR software, with 32% of revenue in North America, 68% in EMEA. Number of employees at 229 at end of ’07. Firm has 263 shareholders.

IMS Health, Inc., Westport, CT (NYSE:RX)

	Revenue: $574.2 million vs. $510.3 million (+12.5%)
	Net Inc.: $59.2 million vs. $85.6 million (-30.8%); EPS: $.32 vs. $.43
	Comments: Constant $ growth 6%. All 1Q08 contracts signed. Restructuring about 50% finished for client facing staff. $229 million spent for buying 10 million shares for stock repurchase program. Long-term debt increased $364 million to $1.567 billion with no plans for increase. Revenue forecast, unchanged for ’08, to grow 6%-9% on constant dollar basis and EPS $1.70-$1.76.