WITS - News and Analysis from Seeking Alpha

Jim Cramer's Mad Money In-Depth Stock Picks, Oct. 13

SA Editor Miriam Metzinger — Sun, 15 Oct 2006 08:05:56 -0400

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Friday October 13.

Nice Systems (NICE), Avaya (AV), Verint Systems (VRNT), Witness Systems (WITS), Comverse Tech (CMVT), Honeywell (HON), L-3 Communications (LLL), and SAIC (SAI)

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Jim Cramer's Mad Money In-Depth Stock Picks, Oct. 12

SA Editor Miriam Metzinger — Thu, 12 Oct 2006 23:21:09 -0400

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Friday October 13.

Nice Systems (NICE), Avaya (AV), Verint Systems (VRNT), Witness Systems (WITS), Comverse Tech (CMVT), Honeywell (HON), L-3 Communications (LLL), and SAIC (SAI)

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Updated WSJ Options Scandal Scorecard

Fri, 01 Sep 2006 07:14:05 -0400

The following table summarizes the August 31 WSJ.com table listing issues facing companies under investigation for irregularities in their stock-option grants:

		SEC	DOJ		Charges/
		Scru-	Scru-	Depar-	Restate-
Ticker	Company	tiny	tiny	tures	ments
(AAPL)	Apple Computer	√			√
(ACS)	Affiliated Computer Services	√	√		√
(ADI)	Analog Devices	√	√
(ADSK)	Autodesk	√
(AFFX)	Affymetrix	√			√
(ALKS)	Alkermes	√			√
(ALTR)	Altera	√	√		√
(AMCC)	Applied Micro Circuits	√	√
(AMT)	American Tower	√	√		√
(APOL)	Apollo Group	√	√
(ARTC)	ArthroCare	√
(ASYT)	Asyst Technologies	√	√
(ATML)	Atmel	√
(ATVI)	Activision	√
(BCGI)	Boston Communications Group	√
(BCSI)	Blue Coat Systems	√
(BEAS)	BEA Systems	√
(BKS)	Barnes & Noble	√	√
(BRCD)	Brocade Communications Systems	√	√	√	√
(BRCM)	Broadcom	√			√
(BRKS)	Brooks Automation	√	√	√	√
(CA)	CA	√			√
(CAKE)	The Cheesecake Factory	√			√
(CCI)	Crown Castle International	√
(CEC)	CEC Entertainment	√
(CHRD)	Chordiant Software	√
(CLX)	Clorox	√			√
(CMVT)	Comverse Technology	√	√	√	√
(CMX)	Caremark Rx.	√	√
(CNET)	CNET Networks	√	√		√
(COCO)	Corinthian Colleges	√
(CRDN)	Ceradyne	√			√
(CSC)	Computer Sciences	√	√
(CVC)	Cablevision	√	√		√
(CYBX)	Cyberonics	√	√
(DPTR)	Delta Petroleum	√	√
(ENDO)	Endocare	√
(EQIX)	Equinix	√	√
(FDRY)	Foundry Networks	√	√
(FFIV)	F5 Networks	√	√
(FLSH)	msystems	√			√
(HD)	Home Depot	√
(HILL)	Dot Hill Systems	√
(HLSH)	HealthSouth	√
(INTU)	Intuit	√	√
(JBL)	Jabil Circuit	√	√
(JCOM)	J2 Global	√			√
(JNPR)	Juniper Networks	√	√		√
(KBH)	KB Home	√
(KLAC)	KLA-Tencor	√	√
(KOSP)	KOS Pharmaceuticals	√			√
(LLL)	L-3 Communications Holdings	√
(LLTC)	Linear Technology	√	√
(MEAD)	Meade Instruments	√
(MEDX)	Medarex	√	√		√
(MERQ)	Mercury Interactive	√		√	√
(MFE)	McAfee Inc.	√	√	√	√
(MIK)	Michaels Stores	√	√
(MNST)	Monster Worldwide	√	√		√
(MOLX)	Molex	√
(MRVL)	Marvell Technology Group	√	√
(MSFT)	Microsoft	√
(MVSN)	Macrovision	√	√
(MXIM)	Maxim Integrated Products	√	√
(NOVL)	Novell	√
(NR)	Newpark Resources	√		√	√
(NVDA)	Nvidia	√			√
(NVLS)	Novellus Systems	√
(NYFX)	Nyfix	√	√
(OPWV)	Openwave Systems	√	√
(PLUS)	EPlus	√	√
(PMCS)	PMC-Sierra	√
(POWI)	Power Integrations	√	√	√	√
(PRGS)	Progress Software	√
(QSFT)	Quest Software	√			√
(QUIK)	QuickLogic	√
(RBAK)	Redback Networks	√	√
(RMBS)	Rambus	√		√	√
(RSAS)	RSA Security	√	√
(RSTO)	Restoration Hardware	√			√
(SANM)	Sanmina-SCI	√
(SCMR)	Sycamore Networks	√	√		√
(SEPR)	Sepracor	√			√
(SFNT)	SafeNet	√	√		√
(SIGM)	Sigma Designs	√
(SMTC)	Semtech	√	√		√
(SNSA)	Stolt-Nielsen	√			√
(SYVT)	Sysview Technology	√			√
(THQI)	THQ	√
(TRID)	Trident Microsystems	√	√
(TTWO)	Take-Two Interactive Software	√
(ULCM)	Ulticom	√
(UNH)	UnitedHealth	√	√		√
(VRSN)	VeriSign	√	√
(VRNT)	Verint	√
(VTSS)	Vitesse Semiconductor	√	√	√	√
(WDC)	Western Digital	√
(WITS)	Witness Systems	√			√
(XLNX)	Xilinx	√			√
(ZRAN)	Zoran	√	√
	Engineered Support Systems	√	√
	Renal Care	√	√

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Jim Cramer's Mad Money Lightning Round Picks, Aug 10

SA Editor Miriam Metzinger — Fri, 11 Aug 2006 06:08:16 -0400

Miriam Metzinger submits: Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday August 10. Click on a stock ticker for more analysis:

Bullish calls:

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Analyst Upgrades & Downgrades for Monday, July 31, 2006

Robert Zenilman — Mon, 31 Jul 2006 09:15:43 -0400

The following analyst upgrades/downgrades have been reported as of 9 AM

Upgrades:

	Company/	From/	Jul 28
Ticker	Brokerage	To	Close

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Chart: Application Software Stocks - Annual Earnings Growth

Robert Zenilman — Sun, 30 Jul 2006 07:42:40 -0400

Rob Zenilman submits: Year over year trailing 12 month net income growth for stocks covered in the Application Software sector ranged from 137.2% (ATRS) down to -64.4% (EPAY), with a median value of 0.8%.

* View More Software Sector Charts *
Data in table version -- click on a ticker for opinion and analysis of the company:

		TTM	Net	Last Yr.	YOY
Ticker	Company	Ending	$(mm)	($mm)	Increase%

ADBEAdobe Systems Inc.06/02/06$755.50$728.06-3.6%
ADSKAutodesk Inc.04/30/06$383.00$369.00-3.7%
ADVSAdvent Software Inc.06/30/06$11.34$7.44-34.4%
APLXApplix Inc.03/31/06$7.45$6.90-7.3%
ATRSAltiris Inc.03/31/06$2.49$5.90137.2%
AXOAXS-One Inc.03/31/06-$8.16-$7.74N/A
BORLBorland Software Corp.03/31/06-$9.21-$16.55N/A
CPWRCompuware Corp.06/30/06$196.09$203.643.9%
CRELCorel Corporation05/31/06$4.04$4.6615.4%
DOCCDocucorp International In04/30/06$3.64$4.6126.4%
DRTEDendrite International In03/31/06$46.16$40.36-12.6%
EPAYBottomline Technologies I03/31/06$5.93$2.11-64.4%
FNDTFundtech Ltd.03/31/06$5.50$5.23-4.9%
HYSLHyperion Solutions Corp.06/30/06$102.30$103.100.8%
INTUIntuit Inc.04/30/06$558.48$618.2110.7%
IVIIInterVideo Inc.03/31/06$14.97$11.60-22.5%
IWImageWare Systems Inc.03/31/06-$6.45-$6.67N/A
LGTYLogility Inc.04/30/06$5.18$6.7129.5%
MANUManugistics Group Inc.02/28/06-$18.13-$8.82N/A
MSFTMicrosoft Corp.06/30/06$18,319.00$18,262.00-0.3%
NOVLNovell Inc.04/30/06$81.09$83.062.4%
NTWKNetSol Technologies Inc.03/31/06$1.21$1.339.5%
OBASOptibase Ltd.06/30/06-$4.30-$5.53N/A
ONXSOnyx Software Corp.03/31/06$1.00-$0.45N/A
PRGSProgress Software Corp.02/28/06$73.07$69.47-4.9%
PVSWPervasive Software Inc.06/30/06$3.84$3.40-11.6%
RNOWRightnow Technologies Inc06/30/06$6.84$3.70-46.0%
SMSISmith Micro Software Inc.06/30/06$7.04$7.384.9%
SOFOSonic Foundry Inc.06/30/06-$4.39-$3.91N/A
SPSSSPSS Inc.03/31/06$27.67$31.6014.2%
TRAKDealerTrack Holdings, Inc03/31/06$8.53$10.4422.4%
VSNTVersant Corp.04/30/06-$0.39$1.68N/A
WITSWitness Systems Inc.03/31/06$12.65$14.6515.8%

Complete Story »

Chart: Application Software Stocks - Quarterly Earnings Growth

Robert Zenilman — Fri, 21 Jul 2006 04:59:41 -0400

Rob Zenilman submits: Year over year quarterly earnings growth of stocks covered in the Application Software sector ranged from 339.9% (LGTY) down to -81.6% (DRTE), with a median value of 7.2%.

* View More Software Sector Charts *
Data in table version -- click on a ticker for opinion and analysis of the company:

		Quarter	Earnings	Last Yr.	YOY
Ticker	Company	Ending	$(mm)	($mm)	Increase%

ADBEAdobe Systems Inc.06/02/06$190.51$163.07-14.4%
ADSKAutodesk Inc.04/30/06$93.60$79.60-15.0%
ADVSAdvent Software Inc.03/31/06$0.83$2.54204.1%
APLXApplix Inc.03/31/06$0.68$0.13-80.6%
ATRSAltiris Inc.03/31/06$4.81$8.2370.9%
AXOAXS-One Inc.03/31/06-$3.17-$2.75N/A
BORLBorland Software Corp.03/31/06$0.85-$6.49N/A
CPWRCompuware Corp.03/31/06$66.22$61.95-6.4%
CRELCorel Corporation05/31/06-$5.56$6.35N/A
DOCCDocucorp International In04/30/06$0.76$1.72126.5%
DRTEDendrite International In03/31/06$7.10$1.31-81.6%
EPAYBottomline Technologies I03/31/06$1.85-$1.97N/A
FNDTFundtech Ltd.03/31/06$0.81$0.54-33.7%
HYSLHyperion Solutions Corp.03/31/06$27.10$25.00-7.7%
INTUIntuit Inc.04/30/06$428.04$488.8114.2%
IVIIInterVideo Inc.03/31/06$4.34$0.96-77.8%
IWImageWare Systems Inc.03/31/06-$1.13-$1.35N/A
LGTYLogility Inc.04/30/06$0.45$1.98339.9%
MANUManugistics Group Inc.02/28/06-$6.65$2.66N/A
MSFTMicrosoft Corp.03/31/06$5,116.00$4,645.00-9.2%
NOVLNovell Inc.04/30/06$7.81$9.7625.0%
NTWKNetSol Technologies Inc.03/31/06$0.17$0.2867.9%
OBASOptibase Ltd.03/31/06-$0.09-$1.26N/A
ONXSOnyx Software Corp.03/31/06-$0.72-$2.16N/A
PRGSProgress Software Corp.02/28/06$13.70$10.10-26.3%
PVSWPervasive Software Inc.03/31/06$1.05$1.137.2%
RNOWRightnow Technologies Inc03/31/06$0.85-$0.48N/A
SMSISmith Micro Software Inc.03/31/06-$0.13$1.85N/A
SOFOSonic Foundry Inc.03/31/06-$0.94-$0.95N/A
SPSSSPSS Inc.03/31/06$4.81$8.7381.6%
TRAKDealerTrack Holdings, Inc03/31/06$3.63$5.5452.5%
VSNTVersant Corp.04/30/06-$1.33$0.73N/A
WITSWitness Systems Inc.03/31/06$1.33$3.33149.9%

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Chart: Application Software Stocks - Annual Revenue Growth (Last 12 Months Reported)

Robert Zenilman — Thu, 13 Jul 2006 19:19:26 -0400

Rob Zenilman submits: Year over year annual revenue growth of stocks covered in the Application Software sector ranged from 38.8% (SMSI) down to -13.6% (OBAS), with a median value of 2.9%.

* View More Software Sector Charts *
Data in table version -- click on a ticker for opinion and analysis of the company:

			Prev. 12	Last 12	YOY
		12 Mo.	Months	Months	Increase
Ticker	Company	Ending	$(mm)	($mm)	%

ADBEAdobe Systems Inc.06/02/06$2,148.92$2,288.346.5%
ADSKAutodesk Inc.04/30/06$1,523.20$1,604.105.3%
ADVSAdvent Software Inc.03/31/06$168.70$172.972.5%
APLXApplix Inc.03/31/06$36.98$38.323.6%
ATRSAltiris Inc.03/31/06$187.64$198.115.6%
AXOAXS-One Inc.03/31/06$32.70$32.12-1.8%
BORLBorland Software Corp.03/31/06$276.74$274.99-0.6%
CPWRCompuware Corp.03/31/06$1,214.66$1,205.36-0.8%
CRELCorel Corporation05/31/06$168.34$172.552.5%
DOCCDocucorp International In04/30/06$82.46$85.123.2%
DRTEDendrite International In03/31/06$437.24$440.920.8%
EPAYBottomline Technologies I03/31/06$101.60$102.010.4%
FNDTFundtech Ltd.03/31/06$74.47$76.693.0%
HYSLHyperion Solutions Corp.03/31/06$721.80$730.331.2%
INTUIntuit Inc.04/30/06$2,107.04$2,222.865.5%
IVIIInterVideo Inc.03/31/06$109.23$118.658.6%
IWImageWare Systems Inc.03/31/06$9.52$9.520.0%
LGTYLogility Inc.04/30/06$34.73$37.307.4%
MANUManugistics Group Inc.02/28/06$168.91$170.090.7%
MSFTMicrosoft Corp.03/31/06$41,359.00$42,639.003.1%
NOVLNovell Inc.04/30/06$1,181.98$1,163.24-1.6%
NTWKNetSol Technologies Inc.03/31/06$16.65$18.5111.1%
OBASOptibase Ltd.03/31/06$22.39$19.35-13.6%
ONXSOnyx Software Corp.03/31/06$60.40$58.35-3.4%
PRGSProgress Software Corp.02/28/06$405.38$411.581.5%
PVSWPervasive Software Inc.03/31/06$47.94$46.93-2.1%
RNOWRightnow Technologies Inc03/31/06$87.15$93.447.2%
SMSISmith Micro Software Inc.03/31/06$20.26$28.1138.8%
SOFOSonic Foundry Inc.03/31/06$8.14$9.2313.5%
SPSSSPSS Inc.03/31/06$236.06$240.832.0%
TRAKDealerTrack Holdings, Inc03/31/06$120.22$134.8812.2%
VSNTVersant Corp.04/30/06$19.85$20.422.9%
WITSWitness Systems Inc.03/31/06$185.37$195.685.6%

Complete Story »

Chart: Application Software Stocks - Quarterly Revenue Growth

Robert Zenilman — Fri, 07 Jul 2006 00:32:35 -0400

Rob Zenilman submits: Year over year quarterly revenue growth of stocks covered in the Application Software sector ranged from 386.9% (SMSI) down to -43.1% (OBAS), with a median value of 13.3%.

* View More Software Sector Charts *
Data in table version -- click on a ticker for opinion and analysis of the company:

		Quarter	Revenue	Last Yr.	YOY
Ticker	Company	Ending	$(mm)	($mm)	Increase%

ADBEAdobe Systems Inc.06/02/06$635.46$496.0328.1%
ADSKAutodesk Inc.04/30/06$436.00$355.1022.8%
ADVSAdvent Software Inc.03/31/06$43.66$39.3910.8%
APLXApplix Inc.03/31/06$8.99$7.6517.6%
ATRSAltiris Inc.03/31/06$57.40$46.9322.3%
AXOAXS-One Inc.03/31/06$7.45$8.04-7.3%
BORLBorland Software Corp.03/31/06$69.57$71.32-2.5%
CPWRCompuware Corp.03/31/06$309.48$318.78-2.9%
CRELCorel Corporation05/31/06$44.21$32.2137.3%
DOCCDocucorp International In04/30/06$22.44$19.7813.4%
DRTEDendrite International In03/31/06$103.13$99.453.7%
EPAYBottomline Technologies I03/31/06$24.89$24.491.6%
FNDTFundtech Ltd.03/31/06$19.41$17.1813.0%
HYSLHyperion Solutions Corp.03/31/06$185.64$177.114.8%
INTUIntuit Inc.04/30/06$932.90$817.0814.2%
IVIIInterVideo Inc.03/31/06$31.32$21.9043.0%
IWImageWare Systems Inc.03/31/06$2.81$2.810.0%
LGTYLogility Inc.04/30/06$10.07$7.5034.3%
MANUManugistics Group Inc.02/28/06$44.75$43.572.7%
MSFTMicrosoft Corp.03/31/06$10,900.00$9,620.0013.3%
NOVLNovell Inc.04/30/06$278.32$297.05-6.3%
NTWKNetSol Technologies Inc.03/31/06$5.05$3.1958.1%
OBASOptibase Ltd.03/31/06$4.00$7.04-43.1%
ONXSOnyx Software Corp.03/31/06$12.01$14.06-14.6%
PRGSProgress Software Corp.02/28/06$103.92$97.726.3%
PVSWPervasive Software Inc.03/31/06$11.40$12.41-8.2%
RNOWRightnow Technologies Inc03/31/06$24.63$18.3434.3%
SMSISmith Micro Software Inc.03/31/06$9.89$2.03386.9%
SOFOSonic Foundry Inc.03/31/06$2.94$1.8459.6%
SPSSSPSS Inc.03/31/06$62.23$57.468.3%
TRAKDealerTrack Holdings, Inc03/31/06$37.94$23.2763.0%
VSNTVersant Corp.04/30/06$3.78$3.2117.8%
WITSWitness Systems Inc.03/31/06$51.47$41.1625.0%

Complete Story »

Chart: Application Software Stocks - Change in Cash-On-Hand

Robert Zenilman — Fri, 16 Jun 2006 02:46:31 -0400

Rob Zenilman submits: Over the last two fiscal quarters, the change (increase/decrease) in cash & short term investments for companies in the Application Software sector ranged from 111.5% (AXO) down to -30.2% (CREL), with a median value of 7.3%

* View More Software Sector Charts *
Data in table version -- click on a ticker for opinion and analysis of the company:

Complete Story »