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Report Name
Date Published
Analyst NameReport Summary
IRM Short Idea2008-03-18Tuttle, KrisThis short 2 page reports outlines our points for shorting Iron Mountain (IRM) and provides a fair value target of $19. (subscriber only)
HP Software Report2008-03-17Byron, DennisThis 12 page report looks at the HP software business in a similar fashion as the IBM analysis we did in June. The HP story is not as good. (subscriber only)
Enterprise 2.0 Trends2008-02-28Byron, DennisThis 8 page report looks at the top five trends in our Enterprise 2.0 Theme for 2008. It also talks about how the major players are positioned and how they are changing. (subscriber only)
Short Idea: Constant Contact2008-02-19Tuttle, KrisWe outline the issues for CTCT in the market and highlight the risks that make the stock worth $14/share at the most. It's a hyper-competitive market and they have very optimistic expectations baked into their long-term model. (subscriber only)
NetSuite IPO Preview2007-12-18Tuttle, KrisDespite the aggressive pricing and huge pop in the shares we find this company unexciting as an investment. Our fair value analysis suggests a $12 stock. (subscriber only)
MEMSIC IPO Preview2007-12-13Tuttle, KrisOur pre-IPO view of MEMS was very favorable. Despite their favorable position and prospects it appears that they company has taken a turn for the worse. This report still highlights their potential to be a $21 stock. (subscriber only)
Microsoft Goes "LIVE"2007-12-03Byron, DennisThis 19 page report goes into the detail of Microsoft's business and strategy to take their six software businesses into the SaaS world via their "Live" initiatives. (subscriber only)
SOA SaaS and OSS2007-11-28Byron, DennisThe combination of SOA, SaaS and OSS provides opportunities and challenges for investors and the established vendors. (subscriber only)
On Demand Air Travel2007-09-18Tuttle, KrisOn Demand Air Travel Initial Industry Report. (subscriber only)
Skype Concerns2007-08-30Tuttle, KrisOur Skype readings have been trending down in the midst of some worrisome signals from management. (free)
Netezza July Q Update2007-08-28Tuttle, KrisNetezza reports July Quarter. Higher share count and tax rate force fair value down to $17/share. (subscriber only)
Data Domain (DDUP) June Update2007-07-31Tuttle, KrisData Domain reports earnings from their June Quarter. (subscriber only)
SAP Company Report2007-07-23Byron, DennisFull company report on SAP. 14 pages. (subscriber only)
Netezza IPO Report2007-07-17Tuttle, KrisNetezza 8 page company IPO report. (subscriber only)
Limelight Update2007-07-05Tuttle, KrisLimelight Networks (LLNW) has been volatile post its recent IPO. While there are no fundamental changes to the story as outlined in our original report of June 5, 2007, there have been some positive developments in the patent dispute with Akamai. We had a chance to review the initial ruling report from last week and dig a little deeper into the questions it raises. (subscriber only)
IBM Software Group Report2007-06-19Byron, DennisIBM software group: tactical complement or strategic linchpin?
We believe software is a tactical holding action for IBM until the IBM “services1“ strategy is fully in play, rather than the software business being a strategic linchpin for IBM. IT-related business, technical and management services are the primary markets that IBM wants to participate in, and software simply provides a strong complement to the three. The growing importance IBM has put on its services businesses over the 2003 to 2006 timeframe means there might be no need for investors to watch the IBM software business separately. (subscriber only)
Data Domain (DDUP) IPO Report2007-06-12Tuttle, KrisData Domain (DDUP) is showing explosive growth thanks to its ability to leverage indirect distribution channels to exploit demand for more efficient global backup solutions. We viewed the prospectus with some skepticism and have identified some real reservations. However, our long-term valuation model suggests a fair value for the shares of $23. (subscriber only)
Limelight Networks IPO Company Report2007-06-05Tuttle, KrisLimelight Networks (LLNW) is a rapidly growing player in the very hot segment of content-delivery networks. Investors are already familiar with the space thanks to the stellar success of Akamai (AKAM - $44.) Limelight products and services have a few extra bells and whistles owing to its more recent start but are largely similar to those already available. (subscriber only)
May 2007 Monthly2007-05-31Tuttle, KrisThis month we took a fresh look at .NET and provide an update on SOA. With all the hoopla around Google and Apple there are some very strong developments coming from Microsoft that investment community may be missing.
Highlights for this issue: · Not your grandfather's .NET · The new client software battle royal: Vista vs. Apollo vs. Open Source · SOA is dead, long live SOA. · Stock story updates: MEMC, AT&T, 3Com · Adoption Watch (free)
April 2007 Monthly2007-04-30Tuttle, KrisHighlights of this issue are: · What would Gödel do? · Silicon is the new black · How big is virtualization? · Oracle digs deeper into SaaS. · Adoption Watch and Random Bits. (free)
March 2007 Monthly2007-03-30Tuttle, KrisIn March we introduce our rationale for the energy technology sector, dress up two old names in new clothes (AT&T and 3Com) and round up some usual suspects. (Mar 2007) (free)
February 2007 Monthly2007-02-26Tuttle, KrisOur February monthly includes our working definition for successful software, an udpate on information management, profiles of Zimbra and WordPress and an update on metrics. (free)
Web 20 - December 20062006-12-06Bishop, PeterThe Web 20 Report for December 2006 (free)
Web 20 - November 20062006-11-07Bishop, PeterThe Web 20 Report for November 2006 (free)
Content Delivery Networks and the Application Acceleration Vendors2006-10-30Bishop, PeterWe believe that changes in software architecture and emerging business models will drive adoption of a networking stack that specializes in handling the dynamic delivery of content and application components. This initial report covers the basics for investors interested in this market, discusses the public and private players and sets the stage for our continued and expanded coverage of this sector. (free)
Web 20 - October 20062006-10-05Bishop, PeterThe Web 20 Report for October 2006 (free)
Web 20 - September 20062006-09-04Tuttle, KrisThe Web 20 Report for September 2006 (free)
ESCC Update Report August 20062006-08-29Tuttle, KrisSome of the smoke has finally cleared at Evans & Sutherland as they completed the bulk of their re-structuring to focus on digital graphics systems. [The original report is included here for background.] This is a micro-cap situation but one that we find interesting given the potential around ultra-high resolution graphics for which applications like Google Earth are creating increasing awareness and interest. (free)
Web 20 - August 20062006-08-01Tuttle, KrisThe Web 20 Report for August 2006 (free)
Web 20 - July 20062006-07-01Tuttle, KrisThe Web 20 Report for July 2006 (free)
FiRe 2006 Report2006-06-27Tuttle, KrisThe annual Future in Review conference is a thought‐provoking event held each May. It focuses on technology but also includes broader topics like education and geopolitics. This report examines a few choice threads and goes on to touch on array of interesting small points and comments that emerged. (free)
Web 20 - June 20062006-06-01Tuttle, KrisThe Web 20 Report for June 2006 (free)
Web 20 - May 20062006-05-01Tuttle, KrisThe Web 20 Report for May 2006 (free)
Web 20 - April 20062006-04-03Tuttle, KrisThe Web 20 Report for April 2006 (free)
MIT 2005 R&D Conference Report2006-02-06Tuttle, KrisThis summary of the 2005 MIT R&D conference highlights some opportunities in silicon wafers, quantum computing, biological engineering and IT and photonics. (free)
2005 Web 2.0 Conference Report2006-01-12Tuttle, KrisNot a transcript but 25 pages of more or less exactly what everyone said at the 2005 Web 2.0 Event. (free)
Software Valuation Summary2005-05-05Tuttle, KrisSummary of valuations by company type with a little commentary. (free)
Software Valuations 04052005-04-29Tuttle, KrisFive pages of software company valuations. (free)
Binding Problem I2005-04-05Tuttle, KrisThis report begins to document the emerging solution to the biggest technical problem in computing which we call the Binding Problem. This should keep us busy through 2015. (free)
Software Valuations 03052005-04-05Tuttle, KrisSoftware universe valuations ending 3/31/05. (free)