Sybase, Inc. (SY)
An enterprise software company delivering on the Unwired Enterprise vision by managing, integrating and mobilizing data from multiple sources, and making decision-ready information easily accessible at the point of action.
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smart phone supercycle these are a big player in it
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5/21/9 IBD SRH > 0, AND [P/E < 20 OR OLE > <35>]
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Bullish on long term prospects of mobile business as leading infrastructure vendor in the space. Also, believe that cashflow from legacy business will finance growth near term.
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Sybase has been griding higher and has shown it is able to adapt to the conditions in the software market. Their EPS and Revenue growth has been great. A sleeper of a stock yet this stock is a monster of a performer. I should have put this pick in at $25 but I belive it still has room for us to make 20 percent more this year.
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Open source DB are catching up to the small guys. Why pay when you can get for little or nothing.
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Valuation and growth strategy. S/W firms seem attractively valued and SY could have organic growth in addition to some smart/cheap buyouts.
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banks only buy their crap anymore.
soon their sell their corp digs in dublin once again and move to fresno.
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Poised to make a solid showing in the Asian mobile space, if they can execute. But, performance over the last 4 quarters, while not bad, is choppy and inconsistent. Still needs a little more time to bake.
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Database management

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