BI/DW 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 17, 2009

IBM beats recession?

IBM (IBM) released their quarterly results yesterday. They easily beat earnings estimates and raised their full-year earnings guidance. Revenue was down but margins improved significantly. Business […]
June 29, 2009

Business Intelligence (BI) Index: Weekly Update 06-26-2009

The Business Intelligence (BI) index continues to outpace the broader market indexes with YTD gains of 28.4%. The attached chart (click on the image to see […]
June 23, 2009

BI & On-Demand Indexes: Tech on a Run

Our business intelligence (BI) and on-demand software stock indexes have been on a strong run this year. As discussed, this has accompanied a overall market bounce […]
June 22, 2009

BI & On-Demand Indexes: Weekly Update 6/19/2009

The Business Intelligence (BI) and On-Demand Software indexes continue to outpace the broader market indexes with YTD returns of 27.8% and 35.3% respectively as of June […]
June 15, 2009

High Tech: Leader of the Pack

The Dow Jones Index (DJIA) moved into positive territory for the year on Friday, June 12 with the S&P 500 at 4.79% year-to-date (YTD). Although much […]
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 11, 2009

Business Intelligence (BI) Index: Treading Water

The Business Intelligence (BI) Index has outperformed the major stock indexes YTD on a relative basis but lags behind the S&P Software Index (IGV). The BI […]
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 […]
February 17, 2009

BI/DW Index: Will tech lead us in the rebound?

   Figure: Market scorecard as of 02/13/2009   The Business Intelligence & Data Warehouse (BI/DW) Index has been performing better than the major indexes year-to-date (YTD). Technology […]
December 3, 2008

The Indexes are Back

For those that look at the BI/DW and On-Demand (or SaaS) Indices, the YTD performances are working again. The indexes both use Google Docs with calls to […]
October 8, 2008

The opposite of euphoria is panic – The On-Demand Software Index

    The Demand Index (ODI) was down 8.0% today (Tuesday, October 07, 2008), down 43.2% year-to-date (YTD) and stocks within the index are down an […]
October 7, 2008

Analysts Realize There is A Downturn!

The Business Intelligence (BI) Index was down 3.96% today, -33.0% year-to-date (YTD) and stocks within the index are down an average of 43.9% from their 52 […]
September 17, 2008

Introducing the Business Intelligence (BI) & Data Warehousing (DW) Index

The intent of this blog is to discuss industry trends in business intelligence (BI), data warehousing (DW), data integration and performance management. The economy and the […]