Question-and-Answer Session
Operator
(Operator instructions). Our first question comes from George Price with Stifel Nicolaus. Please proceed with your question.
George Price – Stifel Nicolaus
Hi. Good morning, everyone and congratulations on a nice job in the quarter
Adam Gutstein
Good morning, George. Good to hear from you.
George Price – Stifel Nicolaus
Karl, real quickly, I missed one thing. What were the billable expectations in December?
Karl Bupp
For the head counts, we expect [ph] billable headcount to be between 495 and 505.
George Price – Stifel Nicolaus
Okay. And just I wondered, maybe, Adam if you could give us a little bit more color on how demand trended in the different verticals of the quarter, and I guess how you see them playing out in the December quarter?
Adam Gutstein
Yes, George, actually, really across all the verticals we serve, our business has been reasonably strong and reasonably consistent. And I don’t expect to see much of a change as we look forward, at least as far as the December and the March quarter.
Financial services has been strong throughout the downturn. I think we had one quarter where it dropped and the rest of the time it was flat to up. Insurance trended up nicely this past quarter. Even enterprise, which as you know is comprised of businesses like telecom, consumer, industrial, logistics, transportation, also trended up nicely this quarter.
I expect, you know, basically I expect financial services and insurance to continue to be strong. I think healthcare will continue to be strong and I think there’s still some softness in the enterprise segment because I think that’s lagging in the economy. But overall, it’s pretty broad based.
I still believe that things are stronger at least for the moment here in the U.S. than they are in Europe and our business is rather small in Asia, but for us it’s weaker in Asia.
George Price – Stifel Nicolaus
Okay. And, I’m assuming that the trends that you saw last quarter decrease in cancellations, deferrals, improving visibility, good pipeline, no negative changes there, if anything things moving the other way?
Adam Gutstein
Correct. If anything, things moving the other way.
George Price – Stifel Nicolaus
Okay. Any thoughts on IT budgets going into next year, what are going to be -- what are shaping up to be the areas of focus for clients given the kind of visibility that you guys tend to have?
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