Stocks Surfing Software’s Next Wave

My debut column on Jim Cramer’s RealMoney launched yesterday:

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If you like to invest in technology, it pays to understand the trends and the market dynamics. And one of the more compelling trends in the software industry is the evolution from licensed software to on-demand software, otherwise known as Software-as-a-Service (SaaS). It’s hosted software delivered over the Internet as a subscription service, offering the delightful advantage of a predictable revenue stream. It’s also a big investment opportunity, and I’ll give you some names of stocks that could get a boost.
Go to Article.

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If you have a subscription, you can read it. In this weekly column, I intend to discuss trends Silicon Valley style, but in a way that Wall Street can decipher, and analyze companies based on where the market is going, instead of where the market has been. This particular column is on Enterprise 3.0.

Comments

Congrats Sramana on joining the Jim Cramer Panel!!!

Nice to come across people with an inclination to IT & Stocks…a powerful cocktail.

Would appreciate if you can post your columns in Cramer’s site here delayed by a week or so instead of real-time so as not to clash with Cramer site.

This way I can come across all your thoughts at one place…your blog.

Thanks,
Madhu

BSE Gems Wednesday, July 18, 2007 at 12:55 AM PT

Sorry, I can’t do that. My deal with Cramer is that they have exclusives on the columns I write for them.

Sramana

Sramana Mitra Wednesday, July 18, 2007 at 11:39 AM PT

Sramana,

So there is no way to access the column without getting the subscription?

And its hard to justify getting the subscription as I don’t have the time to go through the content I already subscribe to…In any case, congrats on the deal. Its great to see you increase your audience.

-Jitendra

Jitendra Wednesday, July 18, 2007 at 7:27 PM PT

That’s right! There is no way to access the column without getting a subscription. Sramana

Sramana Mitra Wednesday, July 18, 2007 at 9:17 PM PT