8.27.01: Document & Database Management Software Issue
Five analysts and top management from eighteen sector firms examine the Document & Database Management Software sector in this special 93-page issue from The Wall Street Transcript.

    Online subscribers to the Technology sector also get
    U.S. Bancorp Piper Jaffray Technology & Communications Conference Issue & CIBC World Markets Annual Security & Privacy Conference Issue

  1. Document & Database Management Software - In an in-depth (10,300 words) Analyst Roundtable, Robert Austrian, Managing Director at Banc of America Securities LLC, Brendan Barnicle, Vice Principle at Pacific Crest Securities and Christopher Shilakes, First Vice President at Merrill Lynch & Co., examine the outlook for the sector including, long term trends, developments in technology and share specific stock recommendations.
  2. The TWST confidential Off-The-Record survey of management performance at seven sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    E.piphany, Liquent, Micromuse, Oracle, Sagent Technology, Sybase, Veritas Software
  3. Storage Hardware & Software Stocks - In an in-depth (2,600 words) Analyst Interview, Nitsan Hargil, Senior Analyst at Friedman, Billings, Ramsey & Co., Inc. examines the outlook for the sector and shares specific stock recommendations.
  4. Enterprise Software - In an in-depth (2,000 words) Analyst Interview, Greg Vogel, Managing Director at Banc of America Securities LLC, examines the outlook for the sector and shares specific stock recommendations.
  5. CEO interviews (average 2,500 words). Top management of eighteen sector firms examine the outlook for their firm and the sector. Firms include:
    ActionPoint, BakBone Software, BMC Software, C-bridge Internet Solutions, Cylink, DISC, Documentum, Ingenuus, JDA Software Group, JetForm, Liquent, Mobius Management Systems, Network Engines, QueryObject Systems, ROI, Storage Technology, Sybase, WatchGuard Technologies
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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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