p. smith

Google Is Preparing to Unleash the Cannibals on Microsoft

The only software companies that are not to be crashed are the ones offer software/consulting/pr... technolology and deliver results to customers, much like a doctor provide service to each individual patient with different need.

One company like this is i2 technologies, ITWO.

Earnings Preview: Microsoft

put $10,000 in MSFT now and you could get $12,000 in a year if you are lucky.

put $10,000 in ITWO now and you could get $30,000 in a year with same luck and risk.

salesforce.com: Riding SaaS Growth to Increasing Profits

User 215700, pump all you want... anyone has an ounce of gray material knows that Salesforce.com is a 100% gambling stock.

only suckers buy that kind of stock and only fool think it's an investment.

Enterprise Software: More Room For Downside Surprises

For ERP software vendors like ORCL and SAP... yes.

For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...

Barron's Looks at Tech Sector M&A Candidates

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....