With the Nasdaq up over 22% year-to-date and many tech stocks on the receiving end of big upgrades recently (Goldman practically proposed to Google this past week with their endorsement), many investors have begun digging in the crates for some of their old favorite tech stories again. Eric Savitz‘s Technology Trader column in Barron’s today…
Eric Savitz
The "Always a Bridesmaid" List of Software Companies
Here’s a cliché I’ve heard just about enough of: So-and-so analyst/commentator “expects a wave of software consolidation to begin.“ Barron’s Eric Savitz discussed Citigroup analyst Brent Thill‘s latest consolidation prediction this week and I was really embarrassed for all involved. It’s almost amazing how many times this list has been regurgitated over the years. Here…
