04.21.08: Enterprise & Application Software Report
2 analysts and 23 sector firms examine the Enterprise & Application Software segment in this 95 page report from The Wall Street Transcript. Order this Report
  1. Communication & Enterprise Software Companies: Daniel Meron, RBC Capital Markets

  2. Communications Software & IT Services: Peter Jacobson, Brean Murray, Carret & Co., LLC

  3. CEO Interviews (average 2,500 words): Top management from 23 sector firms examine the outlook for their firm and sector. Firms interviewed include: Allscripts Healthcare Solutions, Inc., Analysts International Corporation, ANTs software inc., digiMedical Solutions, Inc., Global Med Technologies, Inc., Infobright Inc., Intelli-Check-Mobilisa, Inc., NetManage, Inc., NetSol Technologies, Inc., NewMarket Technology, Inc., NMS Communications Corporation, OpenTV Corp., Park City Group, Inc., salesforce.com, inc., Scientific Learning Corporation, Selectica, Inc, TriHealix, Inc., US Dataworks, Inc., Veramark Technologies, Inc., VirnetX Holding Corporation, VirtualScopics Inc., Vitria Technology, Inc., XATA Corporation.

    Topics covered: The enterprise software spending cycle - Vendors to the contact centers - Providers of transaction IT solutions - Enterprise providers of software modernization solutions - Uncertainty about the economic slowdown - Communications software and IT services - Packaged software for telecom carriers and the enterprise market - Web 2.0 standards - Service-oriented architecture - WiMAX as an emerging standard protocol - Long distance wireless communications and content delivery - Intense competitive environment - Streamlining of costs - Smaller companies - Positive cash flow - Both top and bottom line growth

    Companies covered: BluePhoenix (BPHX); Fundtech (FNDT); Amdocs (DOX); NDS (NNDS); NICE Systems (NICE); Verint; Comverse; Perficient (PRFT); Openwave (OPWV); Syniverse Holdings (SVR); CSG Systems (CSGS).
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