10.17.05: Enterprise Software Report
3 analysts and top management from 9 firms examine the Enterprise Software sector in this 50 page report from The Wall Street Transcript.

  1. Structural Changes in Enterprise Software: Prem Lalvani Jr., Stanford Group Company

  2. Large Cap Enterprise Software: Robert Stimson, WR Hambrecht & Co.

  3. Communications Application Software: Daniel Ives, Friedman, Billings, Ramsey Group

  4. CEO Interviews (average 2,500 words): Top management from 9 sector firms examine the outlook for their firm and sector. Firms interviewed include: Altus Learning Systems, CaminoSoft Corp., Catuity Inc., Chordiant Software, Inc., Global Med Technologies, Healthscreen Solutions Inc., iSoft Group Plc, Stockgroup Information Systems Inc. and Visiphor Corporation.

    Topics covered: Industry consolidation  - Internet-based applications  - Automation-type technologies  - Communication software  - VoIP  - Fax markets 

    Companies covered: Oracle (ORCL), Siebel (SEBL), salesforce.com (CRM), RightNow Technologies (RNOW), SAP (SAP), Bottomline Technologies (EPAY), Blackbaud (BLKB), Kintera (KNTA), Computer Associates International (CA), Symantec (SYMC), Mercury Interactive (MERQE), Akamai Technologies (AKAM), VeriSign (VRSN), Neustar (NSR), WebSideStory (WSSI), Witness Systems (WITS), j2 Communications (JCOM), NICE Systems (NICE), Avaya (AV), Nortel (NT) and Captaris (CAPA).
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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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