Home 2007 January

Genuity Research 2007 software outlook

Here is a summary of Genuity Capital Markets’ software analyst Lawrence Rhee’s take on the Canadian public co. software landscape for the coming year: The software industry rebounded in 2006 after a disappointing performance in 2005. The Goldman Sachs Software Index (GSTI) was up 10.8% in 2006, a strong recovery from a decline of 4.8%

 
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The Wiki, the Whole Wiki, and Nothing but the Wiki

Fans of TV comedian Stephen Colbert may be familiar with a term he coined last year, Wikiality, “a reality where, if enough people agree with a notion, it becomes the truth.” Colbert was referring to popular website Wikipedia, the online “encyclopedia” that anyone can edit. The practice of referencing Wikipedia is often frowned upon in

 
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That elliptical-shaped craft buzzes Honolulu

The surfers in Honolulu got their own first-hand show on Friday night of our persistent flying elliptical-shaped craft. This time the “circling flight” was captured by a KHON Fox helicopter television camera. Of course, the government is in denial mode: The National Weather Service says nothing showed up on their radar at the time of

 
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Generational Change

This topic comes up quite frequently when we are looking at a firm with a 60s-something founder at the helm and with a daughter/son also in the business. Is the plan to hand over the reins someday? How will the other shareholders react? Is the person worthy? Do they need key-person life insurance? In a

 
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Tech IPO Window Opens

It appears that the window for initial public offerings is opening just a bit here (via the Wild West AIM), and even more so in the USA. In Canada this year you’ve seen Sandvine (AIM first and then TSX subsequently) perform well. Which encouraged Redline to try the AIM floatation (it got done, even if

 
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