Kenexa Corp. (KNXA)
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KNXA Forum Topics
- All Comments on KNXA
- General Discussion on KNXA
- SaaS Stocks Up Nearly 15% Since July [view article]
- Cautions for the Software Sector - Goldman [view article]
- On-Demand Stocks: It's a Stock Pickers' Market [view article]
- On-Demand Software Stocks: The Bottom or More Pain? [view article]
- Slumping Software Stocks: Opportunity for Investors? [view article]
- Moving Beyond the Hype, SaaS Stocks Soften [view article]
- Is Kenexa Eyeing Workstream? (KNXA, WSTM) [view article]
- On-Demand Software Update: SuccessFactors Files For IPO, Acquisition Target for Salesforce.com? [view article]
Recent KNXA Articles
- On-Demand Index: Online and Up-to-Date
- FBR Cuts Tech Company Ratings on IT Budget Cuts
- SaaS Stocks Up Nearly 15% Since July
- Cautions for the Software Sector - Goldman
- On-Demand (or SaaS) Index: Fundamentals Matter
- On-Demand Stocks: It's a Stock Pickers' Market
- Slumping Software Stocks: Opportunity for Investors?
- On-Demand Software Stocks: The Bottom or More Pain?
- On-Demand [or SaaS] Index: R&B Impacting Momentum
- SaaS Stocks, Index Continue to Struggle
- Full List of Articles »
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SaaS Stocks Up Nearly 15% Since July [view article]
It is very unclear as to how Wall street and investment professionals are classifying SaaS companies. The MSPMentor list includes Amazon, Dell and Ingram Micro. The natural questions are how much of Amazon's retail business is SaaS; what portion of Dell's revenue comes from software ; and what fraction of Ingram's revenue coming from the managed services?A follow on question is- when will Wall street classify Fedex Kinko's as a SaaS offering? After all Kinko's provides a printing service online. When will Wall street group SaaS companies with business process outsourcing companies which deliver services using online software.
Ranjit Nayak Reply
Cautions for the Software Sector - Goldman [view article]
An excellent article on option plays....finally someone who isn't just pumping his own website (not going to mention names)..Thanks. ReplyOn-Demand Stocks: It's a Stock Pickers' Market [view article]
Rick,get another job... ReplyOn-Demand Software Stocks: The Bottom or More Pain? [view article]
Rick, so what do you think about LOOP now that it is hovering around $11? ReplyEditors
General Discussion on KNXA
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
Moving Beyond the Hype, SaaS Stocks Soften [view article]
OMG, they've reinvented timesharing! SaaS -- ooo-ooo so new! Oooo so cool! lol, there was this thing called a "service bureau" back in the 60's and 70's. Yeah, the vendor had the software and you just sent 'em your data. Later there were these things called "terminals" where you could log in and enter your data to the vendor's system and get back reports online. Hmmm, them terminals were kinda like "thin clients", not much brains cause the processing was on the vendor system. Lol... the more things change the more they stay the same. ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com removed from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com taken from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Definitely not SuccessFactors:"SuccessFactors is perhaps somewhat early in going public, and thus, this period prior to profitability will be harder to withstand under public market scrutiny."
www.seekingalpha.com/a...
Reply
Moving Beyond the Hype, SaaS Stocks Soften [view article]
"the companies that offer applications that provide business value and have a sustainable business model (can make a profit) will rise to the top."Which, in your view, are they (from the ones in the list)? Reply
Guy
Moving Beyond the Hype, SaaS Stocks Soften [view article]
Very useful overview -- thank you. ReplyJacome
Is Kenexa Eyeing Workstream? (KNXA, WSTM) [view article]
well, it took 18 months, but here we are:
Work Stream-WSTM receives unsolicited offer of potential merger
Workstream Inc. announced that it has received an unsolicited offer from a US based payroll business to determine the viability of a merger between the two entities. Any transaction between the two entities will be subject to the standard conditions including the completion of due diligence, regulatory approval, shareholder approval, board approval and the required valuations.
(SOURCE: FLYONWALL) Reply
On-Demand Software Update: SuccessFactors Files For IPO, Acquisition Target for Salesforce.com? [view article]
Why is Seeking Alpha doing straight PR pieces directly from the company issuer? Reply