Business and Application Software

November 30, 2012

Buy ($175)

Topics covered: Outsourcing and Offshoring Trends, Health Care Transition to ICD-10, Cloud Computing and SaaS Trends, Application Software Consolidation Activity

Companies covered: Advent Software, Inc. (NASDAQ:ADVS), Citrix Systems, Inc. (NASDAQ:CTXS), CA Inc. (NASDAQ:CA), Apple Inc. (NASDAQ:AAPL), Adobe Systems Incorporated (NASDAQ:ADBE), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Microsoft Corporation (NASDAQ:MSFT), HP Inc (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Inc (NYSE:CRM), Cognizant Technology Solutions Corporation (NASDAQ:CTSH), WNS (Holdings) Limited (NYSE:WNS), Wipro Limited (NYSE:WIT), TeleTech Holdings, Inc. (NASDAQ:TTEC), Syntel, Inc. (NASDAQ:SYNT), General Electric Company (NYSE:GE), Genpact Limited (NYSE:G), ExlService Holdings, Inc. (NASDAQ:EXLS), Convergys Corporation (NYSE:CVG), Bottomline Technologies, Inc. (NASDAQ:EPAY), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), CoStar Group, Inc. (NASDAQ:CSGP), ARI Network Services, Inc. (NASDAQ:ARIS)