BEAT THE STREET GAME:
Big Software Aims Small in 2003
Large deals keep getting scarcer, so enterprise software firms are focusing on small businesses.
10:21PM 12/26/06
Reg FD Busts Didn't Rock Anyone's World
The first-ever enforcement action probably means an increasing emphasis on Webcasting.
10:16PM 12/26/06
Business Software Rebound: Not So Fast
Salomon says valuations at Siebel and PeopleSoft don't reflect fundamentals.
10:15PM 12/26/06
These Software Makers Treat Their Owners Well
Microsoft, Intuit and others are singled out in a Salomon corporate governance ranking.
10:15PM 12/26/06
PeopleSoft's Numbers Probed for Soft Spots
A note from accounting guru Howard Schilit's group raises questions on deferred revenue and R&D spending.
10:14PM 12/26/06
TriQuint Says Loss Will Widen After Acquisition
The chip company says that without the Agere unit acquisition, next quarter's sales would be below estimates.
10:14PM 12/26/06
AOL Investigation Hangs Over Software Firms
Veritas gets a subpoena; Siebel drops just because it had a deal with AOL.
10:14PM 12/26/06
Delisting appears less likely, the company is cutting costs, and an analyst raises his rating.
10:14PM 12/26/06
Siebel's Case Shows a Hole in Black-Scholes
The model overvalues options for companies whose shares have dropped sharply.
10:14PM 12/26/06
Microsoft Gets Cut to Market Perform by Raymond James
Analyst says on an enterprise value-to-sales basis, the software giant looks pricey.
10:14PM 12/26/06
