The Wall Street Transcript > Search > Back Issues

Recent Reports

2010-02-08: Gold & Precious Metals, Base Metals and Non Metals Mining Report
7 leading Analysts; 4 Money Managers; and top management from 16 Sector Firms examine this vital industry in this 104 page report from The Wall Street Transcript.
More Information
Order this Report

2010-02-08: REITs Report
5 leading Analysts; and top management from 6 Sector Firms examine this vital industry in this 47 page report from The Wall Street Transcript.
More Information
Order this Report

2010-02-08: TWST Investing Strategies Report
6 Money Managers examine this vital industry in this 36 page report from The Wall Street Transcript.
More Information
Order this Report

2010-01-25: Medical Research, Diagnostic Substances, Life Science Tools Report
7 leading Analysts; and top management from 2 Sector Firms examine this vital industry in this 35 page report from The Wall Street Transcript.
More Information
Order this Report

2010-01-25: Internet Services Report
7 leading Analysts; and top management from 6 Sector Firms examine this vital industry in this 50 page report from The Wall Street Transcript.
More Information
Order this Report

2010-01-25: TWST Investing Strategies Report
6 Money Managers examine this vital industry in this 41 page report from The Wall Street Transcript.
More Information
Order this Report

Search TWST Online

Search by ticker:
or Sector:
Search by keyword:

TWST Newsletter

Give us your email address and receive the TWST Newsletter.


Subscribe to TWST

The Wall Street Transcript is a completely unique resource for investors and business researchers. Thousands of in-depth interviews with CEOs, Industry Analysts and Professional Money Managers going back 10 years.

To obtain a copy of a TWST issue/report order online or call (212) 952-7433 .

SUBSCRIBE

   

08.24.09: Application Software Report

5 analysts, and 29 sector firms examine the application software segment in this 123 page report from The Wall Street Transcript. Order this Report

  1. Key Trends in Application Software: David Bayer, Cantor Fitzgerald L.P.

  2. Investing in Application Software: Trip Chowdhry, Global Equities Research, LLC

  3. Application Software: An Overview: John DiFucci, J.P. Morgan Chase & Co.

  4. Investment Opportunities in Application Software: Aaron Schwartz, Ladenburg Thalmann & Co.

  5. Opportunities in SaaS: Brad Mook, MKM Partners LLC

  6. CEO Interviews (average 2,500 words): Top management from 27 sector firms examine the outlook for their firm and sector. Firms interviewed include: Pansoft Company Limited, AMICAS, Inc., ArcSight, Inc., BluePhoenix Solutions Ltd., China Digital TV Holding Co., Ltd., Deltek, Etelos, Inc., Exobox Technologies Corp., GlobalSCAPE, Inc., Jagged Peak, Lyris, Inc., Magic Software Enterprises, Inc., OPNET Technologies, Inc., Proginet Corporation, PROS Holdings, Inc., QAD Inc., Saba Software, Inc., Smith Micro Software, Inc., Sonic Solutions, Steel Vault Corporation, StrikeForce Technologies, Inc., SXC Health Solutions Corp., Telvent, TTI Team Telecom International Ltd., USA Video Interactive Corp., Versant Corporation, Wizzard Software Corp., Wyndstorm Corp., Zebra Technologies Corporation

    Topics covered: Upgrade Cycle for Application Software -- Software as a Service -- Cloud Computing -- Virtualization Software -- Government Software Sales Cycle -- Demise of Unix -- Installed Base of Microsoft Software -- Installed Base of Oracle Software -- License Fee Cycle -- Maintenance Fee Cycle -- Ratio Of License Fee Revenue To Maintenance Fee Revenue Under Current Economic Conditions --Profit Margins For Maintenance Revenue Stream

    Companies covered: Microsoft (MSFT); VMware (VMW); Oracle (ORCL); RedHat (RHAT); Sybase (SY); Google (GOOG); Symantec (SYMC); Avocent (AVCT); Novell (NOVL); SolarWinds (SWI);CommVault (CVLT); Data Domain (DDUP); IBM (IBM); SPSS Inc. (SPSS); Steel Vault (SVUL); StrikeForce Technologies (SFOR); Jagged Peak (JGPK); Lyris, Inc. (LYRI); Saba Software, Inc. (SABA); TTI Team Telecom International (TTIL); AMICAS, Inc. (AMCS); Sonic Solutions (SNIC); BluePhoenix Solutions Ltd (BPHX); ArcSight, Inc. (ARST); Etelo, Inc. (ETLO); Pansoft Company Limited (PSOF); Exobox Technologies Corp. (EXBX); PROS Holdings, Inc. (PRO); Proginet Corporation (PFGF); Versant (VSNT); Wyndstorm Corp. (WYND); China Digital TV Holding Co. (STV); QAD Inc. (QADI); Magic Software Enterprises, Inc. (MGIC); Wizzard Software Corp. (WZE); SXC Health Solutions Corp. (SXCI); Telvent (TLVT).
    ORDER THIS REPORT NOW! CLICK HERE