ANALYST INTERVIEW: SECULAR TRENDS IN ENTERPRISE SOFTWARE: J.KRAFT / C.KWAK - SUSQUEHANNA FINANCIAL GROUP LLLP.

(ZCF801) SECULAR TRENDS IN ENTERPRISE SOFTWARE: J.KRAFT / C.KWAK - SUSQUEHANNA FINANCIAL GROUP LLLP. Reviews the performance of the industry, and examines recent changes that have impacted companies in that sector. Topics discussed include competition, mergers and acquisitions, and the development of customer demand; and a number of companies are identified that are considered well positioned to succeed in the current market. Sector: Application Software. Published date 6/5/06. Tickers featured: ATVI, BOBJ, CA, COGN, CRM, CTXS, ERTS, GOOG, HYSL, IBM, INFA, MSFT, NOVL, ORCL, RHAT, SAP, THQI, TTWO. Complete text approximately 3000 words. Document # ZCF801.

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