July 29, 2009
The high tech titans – IBM (IBM), HP (HPQ), Oracle, Microsoft (MSFT), SAP (SAP) and EMC (EMC) – and their smaller software brethren have been nibbling […]
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July 13, 2009
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
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 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
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
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
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
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
The Boston Globe had an interesting article in its Sunday November 2, 2008 business section “Keeping its Simplicity and Service for the customer.” The article presents […]
October 24, 2008
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 […]
September 5, 2008
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
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
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
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
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
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
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
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
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 […]
