On-Demand Index

July 29, 2009

Enterprise Software: The Next Acquisition Wave

The high tech titans – IBM (IBM), HP (HPQ), Oracle, Microsoft (MSFT), SAP (SAP) and EMC (EMC) – and their  smaller software brethren have been nibbling […]
July 13, 2009

Analysts Upgrade Tech: Is the Party Over?

Last week, Goldman Sachs analyst David Bailey raised his rating for the hardware sector to attractive from neutral. He remains cautious “although we are not calling […]
May 6, 2009

Business Intelligence (BI) & On-Demand Software Indexes: Sprinting Ahead of the Pack

Market headlines have noted the milestone of the S&P 500’s year-to-date (YTD) performance moving into a positive gain with Tuesday’s market gains. That is terrific news […]
March 24, 2009

On-Demand Index: YTD is in the green (and it’s not St Patty’s Day)

On-Demand Index spiked even higher than the jubilant market yesterday gaining 8.43%. With yesterday’s gain the On-Demand Index moved into a positive territory for YTD (year-to-date) […]
March 11, 2009

On-Demand Software Index: A selective bounce

The On-Demand Software Index continues to outperform the major stock indexes on a relative basis but remains behind the S&P Software Index (IGV). Yesterday the on-demand […]
February 24, 2009

BI/DW Index: Hardware tarnishes the index

Software companies, as represented by the iShares S&P North American Technology-Software Index Fund, continue to outperform the overall market indices (see table.) Although these companies and […]