8.06.07: Computer Software Report
3 analysts and top management from 3 firms examine the computer software segment in this 20 page report from The Wall Street Transcript.

  1. Small Cap On-Demand Software Companies: Bradley Mook, Boenning & Scattergood, Inc

  2. Opportunistic Software Stocks: Jeff Van Rhee, Craig-Hallum Capital Group LLC

  3. Enterprise Software Companies: Martin Schutz, Hochfeld Independent Research Group

    Topics covered: Small cap software companies - Subscription models - Recurring revenue models - Customer support - The human capital or talent management space - Opportunistic software stocks - Enterprise software companies - Consolidation - Strategic acquisitions - CRM companies - ERP companies

    Companies covered: Internet Capital Group (ICGE), LivePerson (LPSN), Art Technology Group (ARTG), UCN (UCNN), Kenexa (KNXA), Taleo (TLEO), Ultimate Software (ULTI), Nuance (NUAN), Rainmaker Systems (RMKR), Art Technology Group (ARTG), BluePhoenix (BPHX), Oracle (ORCL), SAP (SAP), Visual Sciences (VSCN), Sapient (SAPE), CDC (CHINA) and Lawson Software (LWSN).
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