Topics covered: Software-Defined Data Centers, Paradigm Shifts in Software, Larger IT Systems Upgrades, Cloud Computing Secular Trends, Cloud Computing and SaaS Trends, Business Services Capex Spending, B2B Recovery, Application Software Consolidation Activity
Companies covered: Callidus Software, Inc. (NASDAQ:CALD), Netsuite Inc (NYSE:N), Salesforce.com Inc (NYSE:CRM), Blackbaud, Inc. (NASDAQ:BLKB), Jack Henry & Associates, Inc. (NASDAQ:JKHY), FalconStor Software, Inc. (NASDAQ:FALC), Citrix Systems, Inc. (NASDAQ:CTXS), Cisco Systems, Inc. (NASDAQ:CSCO), Vmware, Inc. (NYSE:VMW), SAP SE (NYSE:SAP), Red Hat, Inc. (NYSE:RHT), PTC Inc. (NASDAQ:PTC), Oracle Corporation (NYSE:ORCL), NetApp, Inc. (NASDAQ:NTAP), Microsoft Corporation (NASDAQ:MSFT), Juniper Networks, Inc. (NYSE:JNPR), Intel Corporation (NASDAQ:INTC), International Business Machines Corporation (NYSE:IBM), EMC Corporation (NYSE:EMC), Bottomline Technologies, Inc. (NASDAQ:EPAY), Acxiom Corporation (NASDAQ:ACXM), ACI Worldwide, Inc. (NASDAQ:ACIW), Total System Services, Inc. (NYSE:TSS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Fidelity National Information Services, Inc. (NYSE:FIS), Equifax, Inc. (NYSE:EFX), Dun & Bradstreet Corporation (The) (NYSE:DNB), CoStar Group, Inc. (NASDAQ:CSGP), Alliance Data Systems Corporation (NYSE:ADS)
