Business and Application Software Report

Wall Street Transcript, The, June 2012, Pages: 43

The Wall Street Transcript has just published its Business and Application Software Report, a report offering a timely review of the sector to serious investors and industry executives. This 43-page feature contains industry commentary through in-depth interviews with 5 leading Analysts; and top management from 6 Sector Firms.

Topics covered:

- Desktop and Server Virtualization

- Cloud Computing, SaaS and PaaS

- Advertisement and Carrier Spending

- Application Software Consolidation Activity

Bullish Names On Transaction Processing Despite Sector Weakness Wayne Johnson - Raymond James & Associates, Inc.

Digital Platforms Steal Ad Spending from Traditional Media Mark Zgutowicz - Piper Jaffray & Co.

Growth Catalysts & Headwinds For Cloud Computing Companies Mark Moerdler - Sanford C. Bernstein & Co., LLC

Higher-End Names Outperform Peers in Business Staffing Timothy McHugh - William Blair & Company, L.L.C.

Pockets of Secular Growth in Communications Solutions Daniel Meron - RBC Capital Markets

CEO Interviews (average 2,500 words): top management from 6 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Asure Software, Inc., Cimetrix Incorporated, Concurrent Computer Corporation, Datawatch Corporation, GSE Systems, Inc., and StrikeForce Technologies, Inc

- Corporate Executive Board (EXBD)
- EPIQ Systems (EPIQ)
- P&G (PG)
- Robert Half (RHI)
- ACI Worldwide (ACIW)
- AT&T (T)
- Adobe (ADBE)
- Alliance Data Systems (ADS)
- Allot (ALLT)
- Amdocs (DOX)
- Apple (AAPL)
- Asure Software (ASUR)
- Booz Allen (BAH)
- Bottomline Technologies (EPAY)
- CA (CA)
- CSG (CSGS)
- Cimetrix (CMXX)
- Citrix (CTXS)
- ClickSoftware (CKSW)
- Comverse (CMVT)
- Concurrent Computer Corporation (CCUR)
- Datawatch (DWCH)
- Dice Holdings (DHX)
- EZchip (EZCH)
- FTI Consulting (FCN)
- Facebook (FB)
- Fidelity National Information Services (FIS)
- FleetCor (FLT)
- GSE Systems (GVP)
- Global Payments (GPN)
- Google (GOOG)
- Green Dot (GDOT)
- Heartland Payments (HPY)
- Higher One (ONE)
- Huron Consulting (HURN)
- IBM (IBM)
- ICF International (IFCI)
- Intuit (INTU)
- LinkedIn (LNKD)
- MasterCard (MA)
- Meredith Corp. (MDP)
- Microsoft (MSFT)
- Monster.com (MWW)
- NICE (NICE)
- Navigant Consulting (NCI)
- NeuStar (NSR)
- Nielsen (NLSN)
- On Assignment (ASGN)
- Online Resources (ORCC)
- Oracle (ORCL)
- Rentrak (RENT)
- SAP (SAP)
- Salesforce (CRM)
- StrikeForce Technologies (SFOR)
- TeleCommunication Systems (TSYS)
- Towers Watson (TW)
- Unilever (UN)
- VMware (VMW)
- Vantiv (VNTV)
- VeriFone (PAY)
- Verint (VRNT)
- Verizon (VZ)
- Visa (V)
- Western Union (WU)
- Total System Services (TSS).

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