12.6.04: Computer Software Report
A roundtable forum and top management from 15 firms examine the Computer Software sector in this 70 page report from The Wall Street Transcript.

  1. Roundtable forum: Trip Chowdhry, FTN Midwest Research Securities; Brad Whitt, RBC Capital Markets; Brent C. Williams, McDonald Investments

  2. CEO Interviews (average 2,500 words): Top management from 15 sector firms examine the outlook for their firm and the sector. Firms interviewed include: ActiveHealth Management, Airborne Entertainment, Atlantic Global Plc, Avotus Corporation, Blackbaud, CorVu Corporation, eMeta Corporation, F-Secure Corporation, Global Med Technologies, Indus International, Intentia International AB, NetManage, Portal Software, SAND Technology and Ulticomm.

    Topics covered: Corporate IT spending environment  - Offshore outsourcing  - Growth in enterprise software  - On-demand providers  - Sales force automation  - Pricing pressures  - Sarbanes-Oxley  - Verticalizing products  - M&A activity  - Oracle/PeopleSoft integration  - Utility computing  - Open source 
    Companies covered: Salesforce.com (CRM), RightNow (RNOW), Veritas (VRTS), Siebel (SEBL), WebEx (WEBX), Oracle (ORCL), Microsoft (MSFT), PeopleSoft (PSFT), Ariba (ARBA), Computer Associates (CA), Red Hat (RHAT), Infosys (INFY), Wipro (WIT), BMC (BMC), Citrix (CTXS), Retek (RETK).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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