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Deal Radar 2008: PivotLink

Posted on Wednesday, Oct 8th

The Software-as-a-Service (SaaS) industry has matured in the last 3 years, and many compelling companies have emerged, showing strong growth, clean execution, and robust customer adoption. Amidst the financial crisis, it is also important to note that the industry is likely much more recession-proof than most others. I dedicated two of my Forbes columns to

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Deal Radar 2008: IVT

Posted on Thursday, Sep 25th

Online Video is becoming a powerful business tool, spawning a significant number of innovative companies. My continued interest in the sector stems from the fact that I am very interested in seeing gratuitous business travel disappear. [See my Forbes column, Kill The Business Trip] On this installment of the Deal Radar, I will review IVT,

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Forbes Column 08: Deconstructing The Cloud

Posted on Friday, Sep 19th

My new column Deconstructing The Cloud attempts to demystify the various nuances of cloud computing and offer you a framework, yet again.

Deal Radar 2008: Verticals onDemand

Posted on Thursday, Sep 18th

Verticals onDemand is a leading Software-as-a-Service (SaaS) provider of customer relationship management (CRM) solutions for the pharmaceutical and biotechnology industries. Founded in 2007 by software industry veterans, Verticals onDemand is headquartered in Pleasanton, CA with sales offices in New Jersey and Philadelphia.

Deal Radar 2008: NTR Global

Posted on Thursday, Sep 11th

Net Transmit & Receive S.L. (NTR Global) is a leading European maker of remote support/access solutions with a presence in over 60 countries. Co-founded in 2000 by Tomás Casanovas, Luis Font, and Joan Pons, the company is one of the biggest players in the European market with more than 14,000 customers. NTR is headquartered in Barcelona,

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Top 10 Outsourcing Stocks

Posted on Wednesday, Sep 3rd

Anything I write about outsourcing seems to lead to a heated debate. My article on the Death of Indian Outsourcing was one such piece. The more recent Obama and Outsourcing received a similar welcome. Regardless of what happens to the outsourcing industry as a result of the US elections in November, outsourcing firms will remain key contributors to a changing

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Top 8 SaaS Stocks

Posted on Sunday, Aug 10th

We’ve been looking at SaaS closely for a while now. Let’s do a recap of the Top 8 SaaS Stocks that I am tracking. Also, I want to reiterate that I believe SaaS stocks are recession-proof.

More SaaS: Concur, Taleo, RightNow

Posted on Thursday, Aug 7th

Concur, the expense management software maker, released its earnings for the second quarter of 2008. Subscription revenue growth was the main driving force behind their robust earnings. The company posted net income of $4.5 million or $0.09 a share, compared with $1.8 million or $0.04 a share in the corresponding quarter last year. Total revenue is

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