Investopedia: Workday Working Some Major Market Mojo

One way or another, Workday (Nasdaq: WDAY ) is going to be a fun stock to watch. Investors angered by the rich valuations once awarded to S...

Investopedia: CA Getting Some Benefit Of The Doubt, But It Must Deliver Growth

I carried the “ CA Technologies (NYSE: CA ) is too cheap” torch for a while, and though the stock is up about 20% since my last article, be...

Investopedia: Another Bad Quarter Highlight's Microsoft's Growth-Vs-Value Problem

Just when you think you've found a fool-proof business, a better fool evolves to mess things up. I've long thought that Microsoft (...

Investopedia: Even IBM Subject To Gravity

Strong market share in a variety of hardware, software, and IT service markets makes IBM (NYSE: IBM ) a great company, but it doesn't ...

Seeking Alpha: Software AG - All The Buzz, But Can It Deliver The Honey?

If you're a software company these days, you pretty much have to be positioned for Big Data, Cloud, Mobile, and Social/Collaboration to...

Investopedia: Adobe Patches A Hole With A $600 Million Purchase

Make no mistake about what Adobe (Nasdaq: ADBE ) management is thinking – the company's legacy digital media business (Creative Suite...

Investopedia: Paychex Still Muddling Through

It has been about a year since I last wrote on Paychex (Nasdaq: PAYX ). Back in 2012 , I suggested that the Fed's actions to stimulate...

Investopedia: Progress Software Showing Signs Of Life In A Tough Market

More than a year into large-scale efforts to reshape the organization, Progress Software (Nasdaq: PRGS ) is hinting that its transition to...

Investopedia: TIBCO Stabilizes, But Needs Growth

Looking at the results this week from Red Hat (NYSE: RHT ), Oracle (Nasdaq: ORCL ), and TIBCO (Nasdaq: TIBX ), it's pretty clear tha...

Investopedia: Is It Oracle, Or Is It The Market?

To take an old cliché of the stock market and twist it around a bit, when a small tech company misses the quarter the question is “what is ...

Investopedia: Relief At Red Hat, But The Long-Term Growth Debate Will Rage On

I realize that Rule 36 of the internet says that you cannot challenge or question a stock in any fashion without being “secretly short”, bu...

Investopedia: Wall Street Has Converted To Adobe's New Model; Will Customers?

Wall Street analysts and investors can be an exceptionally stubborn bunch, and it sometimes takes several whacks with a 2x4 to make them se...

Investopedia: Amdocs A Good Value As Is, But With Growth Upside

Value-priced software and technology service companies often struggle to attract and maintain investor attention. To its credit, Amdocs (N...

Investopedia: Salesforce.com Doesn't Wait Long To Build Its Marketing Cloud

It was less than two weeks ago when I speculated (as many others have as well) that Salesforce.com (NYSE: CRM ) was preparing to do an acq...

Investopedia: Salesforce.com Still Growing And Still Expensive

Cloud software and services continues to take share in the enterprise IT market, and Salesforce.com (NYSE: CRM ) remains a major player wi...

Investopedia: Cost Improvements Are Good, But Hewlett-Packard Needs Revenue Growth

With Hewlett-Packard (NYSE: HPQ ) shares up almost 100% from the November 2012 lows, it seems pretty clear that Wall Street has bought in...

Investopedia: NetApp Is Probably Cheap, But The Headwinds Aren't Going Away

Tech is in the dumps. That's not really new or controversial, as even Cisco 's (Nasdaq: CSCO ) report was not all that strong in abs...

Investopedia: After The Hurricane, Is It Safe To Visit Aruba Networks?

There's a pretty good rule of thumb that applies to swimming and diving – if you can't see the bottom, don't dive in -- and thi...

Investopedia: BMC Software Shows Again That Getting Full Value Is Tough Without Growth

It's hard to call the last few years a nightmare for BMC Software (Nasdaq: BMC ) shareholders, but dishwater-gray mediocrity doesn...

Investopedia: IBM Makes It Official - Tech Has Some Troubles

Although I doubt there were many investors still holding serious hope that the first quarter of 2013 was going to end up being a good one f...