Customers are calling the shots in the business software market, demanding discounts that companies may not otherwise want to give.
Toll Bros. and Lennar are downgraded to 'hold,' while Salesforce is cut to 'underperform.'
Some stocks could benefit if other companies follow the lead of France's Atos and ban internal email.
Strong acquisitions are key in this business, and SAP is showing more initiative with plans to buy SuccessFactors.
Recent weakness in tech titans has gotten plenty of attention, and the charts indicate that further declines could be in store.
It could be a couple of weeks until we know the true effect of the latest US debt debate in the markets, but there are still no clear signs that a year-end rally has been written off.
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All hail the bull market, which ended the week with a big rally. But it also is starting to look a little like 1987, which suffered an epic blow-out.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.