Global SaaS/cloud software sales will rise a solid 25% this year to $59B, and another 25% in 2014 to $74B, predicts Forrester. The research firm also sees corporate adoption of Apple (AAPL) hardware continuing to grow: it expects Mac/iPad sales to businesses growing to $18B in 2013 from $15B in $2012. Forrester's original forecast for 2012 corporate Mac/iPad sales proved aggressive. Needham (citing Gartner data) has estimated Mac sales to U.S. businesses rose 49% Y/Y in Q3. [View news story]
This augurs well for cloud SaaS vendors with compelling offerings like CALD and CRM.
IBM Reaches Into The App Layer For Varicent [View article]
This article fails to recognise the broad product suite that CALD now owns and that extends far beyond SPM and into areas of the CRM market that are as a big as SPM itself. For example, CALD now owns, Webcom Inc, the biggest rival to BigMachines, and arguably better if you look at customer satisfaction. So, Varicent competes in the SPM space with CALD but that is where the comparison ends.
Why Amazon's High P/E Ratio Is Misleading [View article]
Yes if they didnt spend 4.5 billion this year, they could have PE of 10. I guess next year, they will also have to spend ~4.5 billion investing in something else to stay ahead of the curve. Thus maintaining their nosebleed PE. I love to use Amazon but not sure I want to own it.
Dividend Stock Face-Off: Vodaphone Vs. Telefonica [View article]
The 12% does not take into account the Spanish Withholding tax of 20% - which reduces the yield even further. Makes it less attractive but still the growth is quite impressive.
16 Micro-Cap Stocks Being Targeted By Short Sellers [View article]
You might want to research this a little further. For example, Callidus is being short traded by Hedge Funds who subscribed to the recent convertible notes issue as a hedge against their subscription. The obvious risk with short selling is the potential for being caught when the stock rapidly rises. Callidus announces Q3 results in two days. A more prudent approach might be to assess balance sheets, P&L and company forecasts rather than blindly follow the short selling herd off the cliff. Good luck.
Global SaaS/cloud software sales will rise a solid 25% this year to $59B, and another 25% in 2014 to $74B, predicts Forrester. The research firm also sees corporate adoption of Apple (AAPL) hardware continuing to grow: it expects Mac/iPad sales to businesses growing to $18B in 2013 from $15B in $2012. Forrester's original forecast for 2012 corporate Mac/iPad sales proved aggressive. Needham (citing Gartner data) has estimated Mac sales to U.S. businesses rose 49% Y/Y in Q3. [View news story]
IBM Reaches Into The App Layer For Varicent [View article]
CALD reports Q1 results on May 2.
Oracle Buys Taleo: Confirms Consolidation Within The Cloud In Underway [View article]
Why Amazon's High P/E Ratio Is Misleading [View article]
Dividend Stock Face-Off: Vodaphone Vs. Telefonica [View article]
16 Micro-Cap Stocks Being Targeted By Short Sellers [View article]