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Strategies & Market Trends : The Amateur Traders Corner
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To: Tom Hua who wrote (6569)2/27/2001 10:17:32 PM
From: Roger A. Babb  Read Replies (2) of 19633
 
Tom, almost any software company whose products fit the following criteria is probably a good short:

1. A large suite of software that integrates many functions across the enterprise. (Translation, does many functions but none of them well and screws up the customer royally when it fails)

2. Average sale well up in six figures.

3. Is the industry standard choice and loved by the IT staff of its customers for the job security it brings them to support it. (Companies are trying to cut IT staff, not feed them more fodder)

4. Costs more in internal cost to implement and support than the purchase cost.

The successful software companies will be those who have single purpose software products that functionally stand alone but do communicate with other products. ASP will grow. The recent Nike experience has been repeated many times by many companies with several well known products, they just didn't have the guts to admit it as Nike did.
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