Software…Continues to be 'The Place'
- Posted by Howard
- on November 12th, 2007
Cognos is being taken out by IBM at a nice premium. It looks like somebody leaked this last month. I blogged it and I should have chased it , when I speculated on the software takeover targets.
When the market turns again, look for the software leaders to continue their runs. The sector is in play.
Maybe perennial dog Symantec?
Disclosure- Ling INFA and CTXS and VRSN
The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.
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Born in Toronto, lived in Phoenix for 20 years and now in Coronado, CA with a loyal wife (15 years, 14.2 Canadian years), two awesome kids and a dachshund. My current start-up is called Stocktwits and I am a co-founder and CEO. More »
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