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Analysis - Latest Articles
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most recent
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most commented
Taleo Raises Capital, But Where's the Growth?
Dec 3
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Zachary Scheidt
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3 Comments
Baidu and Perfect World: Two Trading Ideas
Oct 13
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Marco Hickey
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2 Comments
Will Taleo Return to the M&A Market?
Aug 30
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The 451 Group: Inorganic Growth
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Comment!
Has SaaS Enterprise Software Reached Its Peak?
Aug 4
•
Dennis Byron
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8 Comments
Portfolio Tracking: Tudor Investment Corp., Q1 2009
Jun 30
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Market Folly
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1 Comment
16 'Bathwater Babies' and 17 'Dogs with Fleas' for the Week
Jun 15
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J Clinton Hill
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3 Comments
RBC Turns Bullish on Software
Apr 7
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Eric Savitz
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Comment!
Oracle’s SaaS Targets
Mar 31
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Sramana Mitra
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Comment!
On-Demand Software Up, Short-Term Issues Remain
Mar 25
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Rick Sherman
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2 Comments
Oracle's Shopping List: SaaS, Virtualization, Health Care
Mar 24
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Eric Savitz
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1 Comment
Sector Overview: SaaS
Dec 17, 2008
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Sramana Mitra
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5 Comments
Hedge Fund Tracking: Tudor Investment Corp. (Paul Tudor Jones), Q3 2008
Dec 8, 2008
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Market Folly
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2 Comments
Enterprise Software Vendors Now Vulnerable to Maintenance Payment Reduction
Nov 18, 2008
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MGI Research
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2 Comments
SaaS Stocks: Concur, NetSuite and Taleo
Nov 16, 2008
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Sramana Mitra
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Comment!
A Recession-Proof Corner of the Tech Sector ('Entrepreneur Journeys' Book Excerpt)
Oct 26, 2008
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Sramana Mitra
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1 Comment
The On-Demand (SaaS) Index: Have We Hit Bottom Yet?
Oct 26, 2008
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Rick Sherman
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Comment!
Top 12 Enterprise Software Stock Bargains
Sep 30, 2008
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Sramana Mitra
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Comment!
On-Demand Index: Online and Up-to-Date
Sep 7, 2008
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Rick Sherman
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Comment!
FBR Cuts Tech Company Ratings on IT Budget Cuts
Sep 3, 2008
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Eric Savitz
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Comment!
Tech Stocks Provide Safe Haven in Downturn
Aug 15, 2008
•
Guy Bennett
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Comment!
SaaS Stocks Up Nearly 15% Since July
Aug 11, 2008
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Joe Panettieri
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1 Comment
Top 8 SaaS Stocks
Aug 11, 2008
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Sramana Mitra
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2 Comments
More SaaS: Concur, Taleo and RightNow
Aug 8, 2008
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Sramana Mitra
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Comment!
On-Demand (or SaaS) Index: Fundamentals Matter
Jul 1, 2008
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Rick Sherman
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Comment!
Is SaaS Worth the Hype?
Jun 10, 2008
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Joe Panettieri
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2 Comments
Talent Management Sector Getting Stronger
Jun 6, 2008
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Sramana Mitra
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5 Comments
On-Demand Stocks: It's a Stock Pickers' Market
May 26, 2008
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Rick Sherman
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1 Comment
Measuring SaaS's Profitability
May 20, 2008
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Jeffrey M. Kaplan
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2 Comments
Slumping Software Stocks: Opportunity for Investors?
Apr 1, 2008
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Rick Sherman
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1 Comment
On-Demand Software Stocks: The Bottom or More Pain?
Mar 20, 2008
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Rick Sherman
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1 Comment
SaaS Companies Perform Despite Recession Fears
Feb 20, 2008
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Sramana Mitra
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Comment!
On-Demand [or SaaS] Index: R&B Impacting Momentum
Feb 20, 2008
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Rick Sherman
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Comment!
SaaS Stocks, Index Continue to Struggle
Jan 31, 2008
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Rick Sherman
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Comment!
Moving Beyond the Hype, SaaS Stocks Soften
Jan 17, 2008
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Rick Sherman
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6 Comments
Introducing the On-Demand Software Stock Index
Jan 5, 2008
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Rick Sherman
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Comment!
Pacific Crests Cuts Estimates on BEAS, SAP, and RNOW
Jan 2, 2008
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Eric Savitz
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Comment!
SaaS Companies are Growing Nicely
Dec 19, 2007
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Sramana Mitra
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Comment!
Taleo Corporation: Human Resources in a Box
Dec 19, 2007
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Smallcap Investor
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Comment!
SaaS Companies Vulnerable in a Recession
Dec 7, 2007
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MGI Research
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6 Comments
CIBC Analysts Highlight Chicago Tech HR Conference: Tenexa, Taleo, and Ultimate Software
Oct 14, 2007
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Mark McQueen
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Comment!
SaaS Stocks in Long Term Uptrend
Sep 25, 2007
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Trade Radar Operator
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Comment!
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