Business and Application Software

June 07, 2013

Buy ($175)

Topics covered: SaaS and PaaS, Cloud Computing and SaaS Trends, Cloud Computing, Application Software Consolidation Activity

Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Alteva (D/B/A) (AMEX:ALTV), Catamaran Corporation (NASDAQ:CTRX), Monotype Imaging Holdings Inc. (NASDAQ:TYPE), Dot Hill Systems Corporation (NASDAQ:HILL), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Jack Henry & Associates, Inc. (NASDAQ:JKHY), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fiserv, Inc. (NASDAQ:FI), Fidelity National Information Services, Inc. (NYSE:FIS), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Toyota Motor Corp Ltd Ord (NYSE:TM), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Netsuite Inc (NYSE:N), Coca-Cola Company (The) (NYSE:KO), International Business Machines Corporation (NYSE:IBM), General Motors Company (NYSE:GM), Salesforce.com Inc (NYSE:CRM), Citrix Systems, Inc. (NASDAQ:CTXS), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Verizon Communications Inc. (NYSE:VZ), Vmware, Inc. (NYSE:VMW), AT&T Inc. (NYSE:T), Symantec Corporation (NASDAQ:SYMC), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Nuance Communications, Inc. (NASDAQ:NUAN), NICE Limited (NASDAQ:NICE), j2 Global, Inc. (NASDAQ:JCOM), Sourcefire, Inc., EMC Corporation (NYSE:EMC)