QSII
Applications Software Vendors Benchmark - The Strong Get Stronger and the Weak Get Weaker
This report is a comprehensive look at 75 publicly held applications software companies that range in size from micro-cap firms to the leading large capitalization software companies such as Microsoft, Oracle and SAP. Using the MGI scores the study highlights key trends in financial performance of the sector – and whether the overall sector is strengthening or weakening, and which companies are improving or deteriorating. As the title of the report states generally the poor economic backdrop accentuated the already sharp differences between the winners and losers. The report also highlights the exceptions to the trend, as well as discussing the outlook for the sector overall. ... Full story
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$246 million Jury Verdict Against i2 and JDA Software Highlights Hidden Risks
Today's announcement of the $246 million jury verdict against i2/JDA Software highlights the hidden legal risks that are often poorly understood by technology investors and management. The size of this jury award is unprecedented in the software industry and will likely have broad ramifications beyond the scope of JDA Software as a mid-size provider of enterprise applications. ... Full story