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Strategies & Market Trends : The New Economy and its Winners

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To: Lizzie Tudor who wrote (56864)	4/5/2014 11:22:14 AM
From: Bill Harmond	Read Replies (1) of 57684

IMO, don't let Wall Street's wild-west HFT and transaction algorithms get you down... 04-Apr-14 07:19 ET In Play Workday: Checks point to healthy momentum - FBR Capital (83.91 ) : FBR Capital notes contacts increase our confidence that momentum through the first two months of F1Q has been as strong as ever. The competitive dynamic for the company's software has not changed, as it continues to maintain a large lead in SaaS HR management. They believe the company is tracking to beat current expectations for FY15; as such, we are raising our revenue targets for FY15 and FY16. Their thesis remains that Workday can deliver multiple years of solid growth; $150 tgt. 04-Apr-14 07:10 ET In Play Oppenheimer defends CRM, WDAY and ELLI (83.91 ) : Oppenheimer notes that although investor sentiment in the space is currently mixed, in their assessment, the underlying widespread re-architecting of on-premise applications to cloud services in enterprise IT departments continues unabated, which should enable CRM and WDAY to generate upper echelon industry growth over the long term. Additionally, improving business trends, promising new product cycles, and solid track record of execution lead us to remain constructive on CRM, WDAY and ELLI near term, and they would add to positions during market pullbacks.

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