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Canaccord Genuity is bullish on software, but notes "this year’s winners could take a...

Canaccord Genuity is bullish on software, but notes "this year’s winners could take a pause for the next 2 or 3 quarters." The expensive lookers include: LogMeIn (LOGM), RealPage (RP), OpenTable (OPEN), SuccessFactors (SFSF), and Salesforce.com (CRM). The preferable ones are Pegasystems (PEGA), Constant Contact (CTCT), Autodesk (ADSK), and Intuit (INTU).
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