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2010-03-11: Health Care IT Report
6 leading Analysts; and top management from 1 Sector Firm examine this vital industry in this 23 page report from The Wall Street Transcript.
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2010-03-08: Business & Application Software Report
12 leading Analysts; and top management from 14 Sector Firms examine this vital industry in this 119 page report from The Wall Street Transcript.
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2010-03-08: Pacific & Southwest Regional Banks Report
6 leading Analysts; and top management from 3 Sector Firms examine this vital industry in this 37 page report from The Wall Street Transcript.
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2010-03-08: Emerging Markets & Investing Strategies Report
7 Money Managers examine this vital industry in this 38 page report from The Wall Street Transcript.
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2010-02-22: Semiconductors, Semiconductor Equipment & EDA Software Report
4 leading Analysts; and top management from 4 Sector Firms examine this vital industry in this 29 page report from The Wall Street Transcript.
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2010-02-22: Investing in Canada Report
8 Money Managers examine this vital industry in this 52 page report from The Wall Street Transcript.
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2010-02-22: High-Yield Investing Strategies Report
11 Money Managers examine this vital industry in this 69 page report from The Wall Street Transcript.
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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).
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