6 analysts examine the Corporate Software segment in this 41-page report from The Wall Street Transcript.
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Outlook for Telecom Software: Scott P. Sutherland, Wedbush Morgan Securities
Business & Professional Services: Kevin D. McVeigh, Credit Suisse First Boston Corp.
Outlook for Infrastructure Software: Richard Sherman, MKM Partners LLC
Infrastructure Software: Walter Pritchard, Cowen & Co., LLC
IT Outsourcing & Consulting Companies: Karl Keirstead, Kaufman Bros., LP
Small & Mid-Cap Software Stocks: Mark W. Schappel, The Benchmark Company, LLC
Topics covered: Adoption of data services - Emerging markets - Reallocation of resources - Location services - Advertising - Social networking - R&D spending - More pricing pressure - Penetration rates - The business model - International exposure - M&A activities - IT budgets
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Companies covered: Smith Micro (SMSI); Syniverse (SVR); TeleCommunication Systems (TSYS); NeuStar (NSR); VeriSign (VRSN); Vodafone (VOD); AT&T (T); Nokia (NOK); Google (GOOG); Microsoft (MSFT); Iron Mountain (IRM); Convergys (CVG); TeleTech Holdings (TTEC); Sykes (SYKE); F5 Networks (FFIV); Blue Coat Systems (BCSI); CA (CA); Data Domain (DDUP); Adobe Systems (ADBE); VMware (VMW); Citrix (CTXS); McAfee (MFE); Check Point (CHKP); Accenture (ACN); AsiaInfo (ASIA); salesforce.com (CRM); Oracle (ORCL); Infosys (INFY); Amdocs (DOX); ANSYS (ANSS); Wind River (WIND); GSE Systems (GVP); Aspen Technology (AZPN); Open Text (OTEX); Guidance Software (GUID).
