06.04.07: Enterprise Software Report
3 analysts and top management from 11 firms examine the Enterprise Software sector in this 52 page report from The Wall Street Transcript.

  1. Outlook for Enterprise Software Stocks: Daniel Ives, Friedman, Billings, Ramsey Group

  2. Software as a Service: Michael Mankowski, Tier 1 Research

  3. Fast-Growing Software Areas Outside the Firewall: Derrick Wood, Pacific Growth Equities

  4. CEO Interviews (average 2,500 words): Top management from 11 sector firms examine the outlook for their firm and sector. Firms interviewed include: Accruent, Airbee Wireless, Angoss Software Corp., AXS-One, Chordiant Software, Homeland Security Capital Corp., Inertia Beverage Group, Megadata Corporation, Omnicomm Systems, Cornelis Wit, Pegasystems and SearchHelp.

    Topics covered: Buyback activity - Spending trends - Demand in security space - CRM applications - Valuations in software - On-demand solutions - IT infrastructure expectations - Web content management - BI analytics space

    Companies covered: Aladdin (ALDN), j2 Communications (JCOM), McAfee (MFE), Symantec (SYMC), Human Capital Management (HCM), Customer Relationship Management (CRM), salesforce.com (CRM), Microsoft (MSFT), IBM (IBM), Concur (CNQR), Oracle (ORCL) and Chordiant Software (CHRD).
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