10.9.06: Enterprise Application Software Report
2 analysts and top management from 7 firms examine the Enterprise Application Software sector in this 41 page report from The Wall Street Transcript.

  1. Business Applications & Services: Karen Haus, WR Hambrecht & Co

  2. Enterprise Applications: Peter Goldmacher, Cowen & Company, LLC

  3. CEO Interviews (average 2,500 words): Top management from 7 sector firms examine the outlook for their firm and sector. Firms interviewed include: AcXess, Inc., Ansoft Corp., Global Med Technologies, Inc., Intercare DX, Inc., Magma Design Automation, Inc., On2 Technologies, Inc. and Park City Group, Inc.

    Topics covered: Customer relationship management (CRM) - Enterprise resource planning (ERP) - Supply chain management (SCM) - Human capital management - Analytics - Verticalized applications - On-demand software - On-premise solution - Proactive chat - Open source market - Mid-market ERP 

    Companies covered: Oracle (ORCL), SAP (SAP), Kenexa (KNXA), Taleo (TLEO), Ultimate Software (ULTI), KANA Software, Inc. (KANA.PK), Chordiant (CHRD), Salesforce.com (CRM), Cisco (CSCO), ADP (ADP), Kaiser Permanete, RightNow Technologies (RNOW), Microsofts (MSFT), Business Objects (BOBJ), IBM (IBM), LivePerson (LPSN), Overstock.com, HP (HPQ), Apple (AAPL), Ceridian (CEN), Lawson (LWSN), WebEx (WEBX), Symantec (SYMC), McAfee (MFE),Red Hat (RHAT), Epicor (EPIC), Witness Systems (WITS), Cognos (COGN), Hyperion (HYSL), MicroStrategy (MSTR), SPSS (SPSS), Ariba (ARBA), DealerTrack (TRAK), QAD (QADI) and Google (GOOG).
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