INFA Forum Topics
- All Comments on INFA
- General Discussion on INFA
- Barron's Looks at Tech Sector M&A Candidates [view article]
- Business Intelligence: An Interview With IBM's Rob Ashe [view article]
- Will Data Integration Break Out of the Silo? [view article]
- Slumping Software Stocks: Opportunity for Investors? [view article]
- Death of the Independent Software Firm? [view article]
- Software Stocks: High-Risk, Low-Risk and Takeover Targets [view article]
- 10 Software Predictions for 2008 [view article]
- Is Informatica An Acquisition Target? [view article]
loading ...Recent INFA Articles
- Business Intelligence: An Interview With IBM's Rob Ashe
- Will Data Integration Break Out of the Silo?
- Slumping Software Stocks: Opportunity for Investors?
- Barron's Looks at Tech Sector M&A Candidates
- Wipro to Leverage Power with Informatica's New Data Migration Suite
- Death of the Independent Software Firm?
- Under The Radar News - Thursday
- Do Informatica's Exec Severance Upgrades Portend Acquisition?
- Goldman Cuts Estimates on a Host of Software Companies
- IDC Predictions for IT Market in 2008
- Full List of Articles »
Barron's Looks at Tech Sector M&A Candidates [view article]
All mindless speculation. How come nobody ever thought about HPQ to acquire EDS...? if these analysts have any sense at all they should all shut their mouths.A bunch of blithering idiots.... Reply
Business Intelligence: An Interview With IBM's Rob Ashe [view article]
You need IBM GS to implement their BI now because I think they have a stack of about 527 different software products that are used to make it happen! Replye
Business Intelligence: An Interview With IBM's Rob Ashe [view article]
IBM border line breakout and then we see $150-200www.investorslive.com/.../ Reply
Analyst guy
Will Data Integration Break Out of the Silo? [view article]
The point you make is correct. Data overlaps across systems but it is organized and structured differently and over time, while the overlap continues, inconsistencies pop up. It is these inconsistencies that cause business heartburn. What data do I trust from which system and when do I trust it?The problem is that no one knows what the rules are that relate the common data across systems. In addition, the tools that the major vendors provide do a good job of moving data... only after you know those cross-system rules. Those same vendors provide data analysis tools. But those tools only analyze one data source at a time. That means that to figure out how two systems relate to each other, a data analyst has to do that work by hand. Since data structures are different, and data formats are different and the rules that relate data across systems can be complex, this work can take a long time, is not accurate and puts integration projects at risk before they event get off the ground.
There is a new but small vendor, Exeros, whose product my company has purchased and they are the only company so far that does cross system data analysis and automates what we have previously had to do manually. The other integration vendors need to catch up to the Exeros functionality if our industry is going to be truly efficient at data integration.
However, the critical issue you miss is that the ETL companies d Reply
Editors
General Discussion on INFA
Is this a buy or a sell? ReplySlumping Software Stocks: Opportunity for Investors? [view article]
As a Learning solutions manager for Unitek IT, I found this article quite interesting.So from what I understand from this article, is that june or july would be a good time to move on SAP or CRM? Reply
Death of the Independent Software Firm? [view article]
Nice try, but ACTU's stock is demonstrating that the company is sinking. ReplyDeath of the Independent Software Firm? [view article]
Perhaps.It's up to the independent software companies - if they continue to believe that we will happily pay huge annual support fees without seeing the value in having them as partners, then they are dead wrong. I no longer have the capital or annual G&A to simply buy the "best" of everything - I need to buy the highest *value* solutions, and that value is composed of functionality, support, cost, strategic fit, etc. Willingness to partner with me to satisfy my overall business requirements at the lowest TCO is what keeps me as a customer. In my humble opinion, many stand alone software companies are depending on me to buy them simply because they are "specialists"... and they think I'm willing to pay a premium for them without really being able to demonstrate how they fit into my holistic IT strategy. They are wrong...
Reply
Software Stocks: High-Risk, Low-Risk and Takeover Targets [view article]
How about GlobalScape (GSB) and some of the security software stocks? GSB should continue to grow at 35% a year or more! Reply10 Software Predictions for 2008 [view article]
Becuase AAPL is not a software company. Duh... Reply10 Software Predictions for 2008 [view article]
How can a list of predictions in the software industry be any good without the word "Apple"? ReplyJacome
Is Informatica An Acquisition Target? [view article]
we made sweet dough on COGN (see our post from May 1 2007), but now we are looking a second time @ INFA. The CFO is getting "warmer" to "compelling bids" according to the same sources we galvanized on COGN!!!Also, INFA was featured in Investors Business Daily today, Sat November 24 -- keep an eye on INFA, it is the last "BI play left standing..."
www.seekingalpha.com/a... Reply
Jacome
Is Informatica An Acquisition Target? [view article]
INFA, COGN both targets now that BOBJ has been gobbled up.... ReplyJacome
Is Informatica An Acquisition Target? [view article]
great comment, SasSy investor!!!! Replyinvestor
Is Informatica An Acquisition Target? [view article]
You say that CRM has an "an unreal P/E of 1,127.21," which makes me wonder if you understand their business model and how they recognize revenue.Traditional software companies sell permanent licenses which appear on the license line of the income statement. That revenue eventually drops down to the net income and EPS line of the income statement which gives you the traditional P:E. Salesforce.com and other SaaS vendors sell a term license which is recognized on the balance sheet as deferred revenue and then amortizes to the income statement ratably. The effect of this GAAP treatment appears to show lower license numbers. If you understood what I just wrote you will understand this does not mean SaaS companies sell less software.
The misleading lower license number on the IS translates into a non-comparable EPS as the net income will be lower. A lower "E" compared to "P" will give astronomic P:E ratio's. Comparing SaaS companies to traditional companies using P:E is comparing apples and oranges. Try EV:Operating Cash Flow multiples instead. Reply