This weeks Application Software Report features an interview with David Bayer Senior Research Analyst Cantor Fitzgerald When asked where he would be pointing potential investors he gave his view on where the industry is going;
“In general, even though we have had a nice rebound from the lows, I’m still optimistic that software is going to be a much better-than-average place to be within tech. The business model has two great legs to it and we have only seen one leg, the maintenance leg. We haven’t seen yet the leg where licenses start accelerating again, and then profitability can pick up. Cash flows will pick up dramatically when licenses start picking up. So I think that we have a short run based on people getting more comfortable with the maintenance model, but I still think we have another leg to go on the licenses. ”
Mr Bayer also had some specific company recommendation which are included in the full 111 page report.
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