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  1. New Morningstar Analyst Report - Open Text Corporation

    Stock Reports

    Mon, 23 Aug 2010

    Open Text's acquistion strategy could cause the firm to drift away from its core competency in electronic content management solutions.

  2. New Morningstar Analyst Report - Digital River

    Stock Reports

    Fri, 29 Jan 2010

    About one-fourth of sales are derived directly from Symantec. Symantec is ending its relationship with the company, effective June 2010.The competition for Digital River's peripheral services--like Web site hosting and online marketing--is becoming increasingly fierce.As e-commerce--and digital

  3. New Morningstar Analyst Report - SolarWinds, Inc.

    Stock Reports

    Mon, 25 Jan 2010

    SolarWinds' successful business model may turn out to be the company's most valuable asset.

  4. CGI Group is plain vanilla from Canada.

    Stock Reports

    Fri, 20 Nov 2009

    Forty-five percent of CGI's revenue depends on clients' discretionary spending, and a sluggish macroeconomic environment could curtail this revenue source.CGI generates about 40% of its revenue through its international operations, exposing the firm to considerable foreign exchange rate risk, even

  5. Sina sees its brand advertising business recovering.

    Stock Reports

    Thu, 19 Nov 2009

    Risks faced by Sina's wireless value-added services business include further adverse policies imposed by Chinese mobile operators to regulate the wireless-services market and the potential for direct competition from China Mobile.Sina is the most trafficked Internet portal in China; however,

  6. We are wary of rising uncertainty in Shanda's long-term future.

    Stock Reports

    Thu, 24 Sep 2009

    Shanda's network PC games platform Haofang will face significant challenges when NetEase licenses Blizzard's Battle.net, the online gaming service platform to facilitate the online play of its PC games.Some Chinese gamers have started to complain about the free-to-play business model, which they

  7. Open Text Reports 4Q Results

    Stock Reports

    Tue, 1 Sep 2009

    Open Text's OTEX fourth-quarter and fiscal 2009 results were in line with our expectations. We are leaving our fair value estimate unchanged. For the year, revenue of $786 million increased 8% in part because of several acquisitions completed throughout the year. Although the company continues to

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