Business and Application Software

November 08, 2013

Buy ($175)

Topics covered: International Enterprise and Consumer Demand, Health Care Transition to ICD-10, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Application Software Consolidation Activity

Companies covered: Advent Software, Inc. (NASDAQ:ADVS), Adobe Systems Incorporated (NASDAQ:ADBE), The Ultimate Software Group, Inc. (NASDAQ:ULTI), SAP SE (NYSE:SAP), Inc (NYSE:CRM), Asure Software Inc (NASDAQ:ASUR), Tibco Software Inc., Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Red Hat, Inc. (NYSE:RHT), Oracle Corporation (NYSE:ORCL), NICE-Systems Limited (NASDAQ:NICE), International Business Machines Corporation (NYSE:IBM), Sourcefire, Inc., EMC Corporation (NYSE:EMC), Tableau Software, Inc. (NYSE:DATA), Bottomline Technologies, Inc. (NASDAQ:EPAY), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Heartland Payment Systems, Inc. (NYSE:HPY), Fidelity National Information Services, Inc. (NYSE:FIS), Perficient, Inc. (NASDAQ:PRFT)