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| TOP PICK | 32.520 | Ben Rogoff | Playing perfectly into the broadband penetration theme. They allow companies to deliver software remotely over the Internet. They make software for sales forces. They have a new product AppExchange which is a Trojan horse. It will become an infrastructure layer. Stock is not cheap, but the company is hypergrowth. | 2006-04-24 | |
| BUY on WEAKNESS | 40.180 | Ian Ainsworth | Another big trend in terms of growth is software on demand and open source software. This company is on the leading edge of software on demand. There are now opening their platform to other types of software on an “as needed” basis. Pretty expensive. | 2006-01-26 |
