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Red Hat (aviate Buy): positive reads from IBM and SAP

The devil is in the detail. Red Hat, like many growth software stocks, has been weak lately as investors seem to have rotated into the cheaper end of the sector (ORCL, BMC, SYMC, CA). However, reading...

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This explains software

The good old proverbial hockey stick. Software sales men and women are just like your friendly stockbrokers. Going the extra mile to ramp business, close deals, earn the bonuses, win the promotion, in...

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SAP: low expectations provide opportunity

The theme continues from yesterday. Namely, software stocks are moving higher on inline guidance. First Adobe, and now Red Hat are suggesting strong momentum from enterprise spending and cloud....

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Red Hat: now is the time to get onboard

Thsi chart spells out the key essence of Red Hat. The EPS downgrade revision cycle is the reason Red Hat has underperformed the S&P by -42% over the last year. Red Hat is cheap relative to history....

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Reading various tea-leaves: positive for Cisco

First, Red Hat explicitly called out an improving outlook in Federal spending. This supports our note last week when we suggested our channel checks indicated the public sector (which has remained...

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Out of vogue: This explains software & the opportunity

Q1 is traditionally a weak quarter for software, a hangover from the annual seasonality of Q4 budget flush, and the good old proverbial hockey stick sales cycle (see chart below). Software sales men...

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Red Hat; disappointing. Deceleration in leading indicator

As highlighted back in June, Red Hat’s valuation had become cheap relative to history and an EPS downgrade cycle had appeared to come to an end allowing upgrades and the potential for growth...

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IT Software/Services (part 1): the woes continue

Following Dassault Systemes warning yesterday (call for our European team’s thoughts), recent poor numbers out of Citrix and Red Hat, and soft guidance from Oracle late last month we can now add...

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