kingofcary

1 Comment

    • ON: Thu May 15th 11:31 AM
      Commented on:
      Enterprise Software: More Room For Downside Surprises
      The comment wrt large s/w companies struggling i.e. MS, Oracle, SAP is misleading. Of course some campanies struggle as is always the case. However, I see no mention of IBM one of the largest and certainly a bellweather. 4q07, 1q08 ... record revenue, profit, margin, EPS etc and by all measures and exceptional balance sheet. To not include this positive point indicates lack of crediility in the article.
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