2010-03-08: Business & Application Software Report
13 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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A Focus on Simplicity in the Business IT Space Trip Chowdhry - Global Equities Research, LLC
A Return To Normalcy In Business IT Todd Weller - Stifel, Nicolaus & Co., Inc.
A Window into e-Business Platforms Richard Williams - Summit Analytic Partners
An Optimistic Take On 2010 IT Spending Kevin Shea - MKM Partners LLC
Cautious Optimism in Business Software Sasa Zorovic - Janney Montgomery Scott LLC
Clear Themes in Business IT Reik Read - Robert W. Baird & Co.
Evolutionary Trends in Business Software Kirk Materne - Rafferty Capital Markets, LLC
Global Opportunity in the Payment Chain Mayank Tandon - Signal Hill Capital Group, LLC
Pricing Pressures in Online Recruiting Timothy McHugh - William Blair & Company, LLC
Progress in Cloud Computing & Virtualization Brad Whitt - Broadpoint.AmTech
Trends in Transaction Processing Andrew Jeffrey - SunTrust Robinson Humphrey
Virtualization & Performance App Software Gabriel Lowy - Noble Financial Group, Inc.
A Prelude to Industry-Changing Technology Brent Williams - The Benchmark Company, LLC
CEO Interviews (average 2,500 words): top management from 14 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: CSG Systems International, Inc., Callidus Software, Inc., Ceelox, Inc., INFRAX Systems, Inc., Magic Software Enterprises Ltd., PROS Holdings, Inc., Park City Group, Inc., Perficient, Inc., Premier Alliance Group, Inc., SED International Holdings, Inc., Sapient Corp., Scientific Learning Corp., Unify Corp., and Workstream, Inc.
Topics covered: Industry Move To Virtualization - Cloud Computing & Software-as-a-Service Trends - Software Companies In Accelerating-Growth Mode - 2010 Pickup In IT Spending - Push For Best-Of-Breed Solutions - Focus On Simplicity & Efficiency - Increased Public/Private Consolidation - International Growth Catalysts In Payment Processing - Shift From Paper To Electronic Transactions - Small- & Mid-Cap Threats To Oracle - Business Margin Optimization
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Companies covered: Art Technology Group (ARTG); F5 (FFIV); InfoSys (INFY); Jack Henry (JKHY); LivePerson (LPSN); Magic Software (MGIC); Trend Micro (TMI); ADP (ADP); Accenture (ACN); Actuate (ACTU); Adobe (ADBE); Alliance Data (ADS); Allscripts (MDRX); Amazon (AMZN); Apple (AAPL); ArcSight (ARST); Autodesk (ADSK); BMC (BMC); Blue Coat (BCSI); CA (CA); CDC Software (CDCS); CIBER (CBR); CSG Systems International (CSGS); Callidus Software (CALD); Ceelox, Inc. (NCGR); Check Point (CHKP); Cisco (CSCO); Citrix (CTXS); Cognizant (CTSH); Compuware (CPWR); CyberSource (CYBS); DealerTrack (TRAK); Dell (DELL); Dice Holdings (DHX); Diebold (DBD); EMC's (EMC); Eclipsys (ECLP); Equifax (EFX); Fidelity National Information Services (FIS); Fiserv (FISV); Fortinet (FTNT); GE (GE); Global Payments (GPN); Google (GOOG); HP (HPQ); Hewitt Associates (HEW); IBM (IBM); Informatica (INFA); Infrax (IFXY); Intel (INTC); Intermec (IN); Intuit (INTU); JDA Software (JDAS); Lawson Software (LWSN); MICROS (MCRS); MasterCard (MA); MasterCard (MC); McAfee (MFE); Microsoft (MSFT); Monster Worldwide (MWW); Motorola (MOT); NCR (NCR); NetApp (NTAP); NetScout (NTCT); NetSuite (N); Norton (SYMC); Novell (NOVL); OPNET (OPNT); Online Resources (ORCC); Oracle (ORCL); PROS (PRO); Palm (PALM); Parametric (PMTC); Park City Group (PCYG); Paychex (PAYX); Perficient (PRFT); Plantronics (PLT); Plexus (PLXS); Premier (PIMO); Progress Software (PRGS); Quest Software (QSFT); Red Hat (RHT); RightNow (RNOW); Riverbed (RVBD); SAP (SAP); SED (SECX); Salesforce.com (CRM); Sapient (SAPE); Scientific Learning (SCIL); Solarwinds (SWI); Solera (SLH); Sourcefire (FIRE); SuccessFactors (SFSF); Sybase (SY); Syntel (SYNT); Taleo (TLEO); Tibco (TIBX); Unify (UNFY); VMware (VMW); VeriFone (PAY); Verizon (VZ); Visa (V); Websense (WBSN); Western Union (WU); Wipro (WIT); Workstream (WSTM); Yahoo! (YHOO); Zebra (ZBRA); nternet Capital Group (ICGE).
