Technology Independent Equity Research

Our technology stock coverage is currently composed of more than forty stocks, in three segments:  software, internet and computer hardware.

Software Stock Coverage

Our software coverage focuses on three broad themes: the shift from proprietary operating systems to open source; the purchase of software as a subscription, rather than as a perpetual license; and the likelihood of further consolidation within the sector… Read more >

Internet Stock Coverage

The emergence of online travel services, marketplaces, and classroom instruction all speak to the profound ways in which the Internet has transformed information, sales, and customer service. Our Internet coverage focuses on companies that are well-positioned to exploit the shift from traditional media and business and consumer services to the World Wide Web… Read more >

Computer Hardware Stock Coverage

The rapid adoption of broadband internet services, combined with the explosive growth of storage-intensive rich media and the desire to protect company-critical information are driving demand for computer and storage management systems…Read more >