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.
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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.