IT Investment Research

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Apple by the Numbers
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IT 2006 Annual
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Lawson Acquires Intentia
Microsoft FY 2006 10K
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FOR FEE Custom Research
 
The IT Investment Research Value Add
 
This portion of the IT Investment Research web site describes typical for-fee custom research explaining and analyzing what we consider to be the most important IT markets or trends from a user and supplier perspective  In most cases, a sample abstract is included on the page on this website describing that research and a typical outline of contents or outline is also included (samples may be for previous years). Do not hesitate to call or email me for more details.  Presentation on each of the subjects noted to sales staff, users and/or prospects are also available on a similar consulting contract basis.
 
How to Engage

IT Investment Research is available on a custom basis via purchase order or other standard business practice mode of commerce. The fees vary from $2000-$6000 (plus travel and expenses) depending on depth of research required and requested method of delivery. Describe interests and

Each deliverable is updated at the time of order to ensure the most accurate data so allow five-10 business days for delivery/presentation from acceptance of purchase order.

 

Currently available topics (always subject to change by other events):

  • Analysis of the EMC 2006 10K (for fiscal year ended December 31, 2006)
  • Review of Microsoft Office Live Strategy and Reality by an Analyst/Beta User
  • Analysis of the Google 2006 10K (for fiscal year ended December 31, 2006
  • Analysis of the SAP 20-F (for fiscal year ended December 31, 2006)
  • Analysis of the IBM 10K (for fiscal year ended December 31, 2006)
  • Analysis of the ERP Market, 2006, with 2008-2010 Lookahead 
  • August 2006: Analysis of the Oracle 2006 10K (for fiscal year ended May 31, 2006
  • Analysis of Oracle Claims to be Outstripping SAP; Altering SAP Strategy. This presentation analyzes the claims and comments made by Oracle at its September 19, 2006 Quarterly Financials Conference Call vis a vis SAP and sets the record straight. To read or download the Oracle Misleads Investors About SAP analysis file, click here.
  • Analysis of IT Investment Research 12x12 Index, a View of the Trailing-12-Month Growth Rates of the "IT Top 12." This presentation analyzes the results of the IT top 12 growth reports for Calendar Quarter 3 2006. To read or download the 12x12 Index analysis file, click here.
  •  Analysis of the Microsoft Tech-Ed 2006 Conference: This presentation analyzes the June 2006 Microsoft TechEd 2006 conference in Boston in terms of Microsoft's "one company" strategy and the effect of the business unit realignment announced in July 2006 by Microsoft. To read or download the Microsoft Tech-Ed 2006 file, click here
  • Analysis of SAP application market share vs. Oracle application market share for CY 2006 (as discussed on the comment page of this Seekingalpha post on January 17)
  • Latest Revision of Open Source Software Scorecard
  • Analysis of OSS Movement Article called Worldwide Domination 201. This document analyzes the Microsoft hate, haphazard market research, and illogical findings in a recent Open Source Software (OSS) movement document about an unidentified "we" versus Microsoft. To read or download the OSS Movement Seeks World Domination analysis immediately, click here.
  • Analysis of Important Numbers in Apple's December 29, 2006 10-K. This presentation analyzes the revenue and unit volume sales figures for Apple in FY 2004 - FY 2006. To read or download the "Apple by the Numbers" analysis file, click here
  • Analysis of the IT Investment opportunities in BPM: This presentation analyzes the options open to investors in business process management as presented at the Deepdale Conference, August 7, 2006. To read or download the Deepdale Conference file, click here
  • Analysis of the Intuit 2006 10K SEC Filing: This presentation analyzes the 25 leading IT Investment Research Findings in Intuit's September 2006 SEC filing, especially providing insight into Intuit's ability to provide services, not just software as a service. To read or download the Intuit 10K Analsyis, click here
  •  Analysis of the IBM Pentabrands: This presentation analyzesAnalyzing the IBM Pentabrands Strategy and its implications for future IBM growth in hardware, software and services. To read or download the IBM Pentabrands Strategy file, click here

  • Analysis of the Lawson/Intentia Merger: This presentation analyzes the Lawson/Intentia merger which became official on May 2, 2006. Is this the best way to make an Enterprise Applications/ERP investment in IBM? Is it even a way to bet on IBM's services/on-demand strategy. To read or download the Lawson/Intentia Merger analysis file, click here.

     

  • Copyright, 2006, 2007 Dennis Byron