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 […]
February 12, 2009

On-Demand (or SaaS) Index: Trade or Trend?

This week the On-Demand or SaaS (software as a service) software index and the overall market have not reacted well to news of the stimulus and […]
January 5, 2009

On-Demand (or SaaS) Index: Good-bye 2008

The On-Demand or SaaS (software as a service) software index started off the New Year with a gain of 3.9 percent. That is in relation to […]
November 4, 2008

Focus, Simplicity and Service

The Boston Globe had an interesting article in its Sunday November 2, 2008 business section “Keeping it simple for the customer.”  The article presents some of […]
October 24, 2008

On-Demand Index: Have we hit bottom yet?

The On-Demand Index (ODI) was down 3.65% on Thursday, October 23, 2008, down 52.75% year-to-date (YTD) and the stocks within the index are down an average […]
September 5, 2008

On-Demand Index – Online & Up-to-date

The On-Demand Index (ODI) is now available online and up-to-date (with a potential delay of 20 minutes for stock quotes.) I am using Google Docs and […]
June 30, 2008

On-Demand (or SaaS) Index: Fundamentals Matter

The On-Demand Index (ODI) is down 18.55% YTD. This compares to YTD performance:  iShares S&P GSTI Software Index Fund (IGV)  -7.69%, Dow -14.46%, Nasdaq Composite -12.69% […]
May 23, 2008

ODI Stocks: It’s a Stock Pickers’ Market

On Monday May 19, 2008 the Wall Street Journal (WSJ) published a section titled ”Finding the Way in Rough Seas”. Two of the three top stock […]
March 18, 2008

On-Demand (or SaaS) Index: The Bottom or More Pain

Momentum is fun on the rise but not so much fun on the decline. The clichés like “this time it is different” used to justify investing […]
February 18, 2008

On-Demand (or SaaS) Index: R&B impacting momentum

The R&B (Recession and Bear market) words are continuing to impact many of stocks on the On-Demand Index. The On-Demand Index is down 21.22%YTD and the […]
January 30, 2008

On-Demand (SaaS) Index: Still Underwater

It continues to be a challenging investment environment for tech stocks and our On-Demand (or SaaS) index confirms that environment. The On-Demand Index is down 16.80% […]
January 22, 2008

On-Demand (or SaaS) Index: Still skidding but look who is gaining

It continues to be a tough year for financial, tech and SaaS stocks. Our On-Demand Index is down 16.74% YTD. In comparison the Nasdaq Composite index […]
January 16, 2008

On-Demand (or SaaS) Index: Hype & Business Models

It has been a tough beginning of the year for SaaS stocks and tech stocks in general. Our On-Demand Index is down 14.48% YTD. In comparison, […]
January 7, 2008

Introducing the On-Demand (or SaaS) Index

Nicholas Carr discusses the upcoming year for SaaS (software as a service) or On-Demand software in 2008: SaaS’s breakout year? posted in his in his “Rough […]