Research 2.0 Software Trends Update

Just a quick post to direct you to this interesting presentation, entitled Software Trends Update by Kris Tuttle and Dennis Byron of Research 2.0.

I know Kris from his days at SoundView, and I always found him a particularly astute financial analyst.

I particularly enjoyed this slide, which does a high-level analysis of the top players. I love the line about Google: “still a one-trick pony, but one damn great trick.”

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