INFY

Tuesday evening and Wednesday morning brought several announcements from software companies providing preliminary results for the quarter that ended on March 31st . The results for all of the companies listed above were significant beats. The theme is that the software industry is experiencing boom times engendered both by the wide scale acceptance of applications that…

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SAP SAP preannounced the results of its fiscal Q3 Friday morning. The results were a rather noticeable upside, and even though the details were sparse, the headlines alone were enough to drive the share up by 9.5%. SAP is a holding in our income/stability portfolio, and for the most part it has been a stable…

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