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.
| Tags: | CRMibmKim PetersonMSFT |
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.
The company has seen rapid customer growth, which analysts think reflects market acceptance of enterprise cloud computing.
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