RESEARCH

Title Date
CTXS: More Steak than Sizzle with This Buyback - November 17, 2017 Nov 17, 2017
CRM: The Potentially Significant GOOG Deal and Thoughts on CRM’s Technology Partners Nov 15, 2017
Software Comp Sheet 11-13-2017 Nov 13, 2017
CRM: Keeps on Growing....with Leverage! Nov 8, 2017
MSFT: Selling Facebook and Buying Servers Nov 6, 2017
DATA: A Step Back in the Model Transition Nov 3, 2017
Software Comp Sheet 11-3-2017 Nov 3, 2017
CRM: Dreaming of Sustainable Growth…..and Margins Nov 2, 2017
SYMC: A Lot of Moving Parts with a High Bar on Enterprise and Margins Nov 2, 2017
DATA: Strong Demand Supports Very Favorable Q3/Q4 Set Up Oct 31, 2017
MSFT: Lots of Treats and Almost no Tricks in Q1 Oct 27, 2017
Software Comp Sheet 10-27-2017 Oct 27, 2017
NOW: Fed Paces Q3, Q4 Leaves Room for Upside Oct 26, 2017
ADBE: New Details Add Conservatism to Raised Numbers Oct 25, 2017
ORCL: Multiple Ways to Win with Maintenance Strength and Cloud Valuation Oct 24, 2017
Anaplan Is Redefining Planning and Management Oct 20, 2017
Software Comp Sheet 10-19-17 Oct 20, 2017
Adobe Lays Down a Straight Flush in Vegas Oct 19, 2017
Software M&A Is Poised to Accelerate Oct 17, 2017
INTU: ARPU Details Give Us Comfort in the Numbers Oct 11, 2017
MSFT: An Early Halloween Treat? Oct 10, 2017
ORCL: The View From Oracle Customers and Partners Oct 6, 2017
Salesforce (CRM) The Case for Better Margin Expansion Oct 2, 2017
RHT: A Strong Q2 Underscores our Positive Thesis Sep 26, 2017
MSFT - Dividend, AWS, Windows and Xbox Updates Sep 22, 2017


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