8 Tech Disruptors for 2013--May Update

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					Robert DeFrancesco’s
TechStockProspector.com
May 10, 2013

8 Tech Disruptors for 2013—May Update
NOW AVAILABLE: The May 2013 issue of Tech-Stock Prospector for your Amazon
Kindle or Kindle for iPad/iPhone reading app.

Here are some of the topics covered in the May 2013 issue:

*Cloud software shines in Q1 earnings season
*NetSuite shows why it’s a cloud leader
*ServiceNow expanding its addressable market
*Proofpoint raises guidance on key security wins
*SPS Commerce builds its customer base
*Sourcefire raging in networking security
*Adobe Systems gets traction in the cloud
*A valuation reset for Citrix Systems
*Yahoo focuses on content & mobile
*Fusion-IO diversifies its customer portfolio
*LinkedIn disrupts enterprise recruiting
*New growth drivers at Microsoft
*Apple readies its next product cycle
*Akamai sees growth in cloud infrastructure
*Riverbed Technology tries to find footing
*A new capital allocation strategy at Harmonic
*Deal Report: Marketo IPO overview

Order the May 2013 issue of TSP here:
http://www.amzn.com/B004T6Z0ME

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We selected our 8 TSP Tech Disruptor companies for 2013 in the December 2012
issue of Tech-Stock Prospector (TSP #130).

Here is a look at how the stocks are performing so far this year. We compare the
current share prices to the prices listed in the December issue.

8 TSP Tech Disruptors for 2013 (ranked by return)
Company                       Price       Price                          %
                              then        now                            change
1-Splunk (SPLK)                            $27.89          $44.76        60.4%
2-NetSuite (N)                             59.51           90.91         52.7
3-Guidewire Software (GWRE)                29.47           43.20         46.5
4-Workday (WDAY)                           49.70           67.49         35.7
5-ServiceNow (NOW)                         29.30           39.44         34.6
6-Ultimate Software (ULTI)                 92.21           112.03        21.4
7-Imperva (IMPV)                           32.02           37.39         16.7
8-Palo Alto Networks (PANW)                49.95           50.10         0.3
Average return                                                           33.5%

Some notes:
*Splunk shares today hit a new post-IPO high of $45.12. The company went public
in April 2012 at $17 a share and opened for trading at $32.
*NetSuite shares in 2012 rose 65.9%. The stock today hit a new all-time high at
$91.14.
*Guidewire Software shares today hit a new all-time high at $43.43.
*Workday shares today hit a new post-IPO high at $67.75. The company went
public in October 2012 at $28 a share and opened for trading at $48.05.
*The two security names in the group (Imperva & Palo Alto Networks) are the
laggards.

Past performance is no guarantee of future results.

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Read the latest issue of Tech-Stock Prospector on your Amazon Kindle or Kindle for
iPad/iPhone reading app.

Here’s the Kindle link: http://www.amzn.com/B004T6Z0ME

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Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
years of experience covering the tech sector. He is a former senior writer with
Louis Rukeyser’s Wall Street.

TechStockProspector.com, launched in 2003, is an investment-research service
focused primarily on the networking, storage, security, wireless and software
sectors. Annual subscription: $350.

For more information or to place an order, call 800-392-0998.

				
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Description: NetSuite, Workday, Ultimate Software, ServiceNow, Guidewire Software, Splunk, Imperva, Palo Alto Networks, cloud software, SaaS, enterprise software, networking security, datacenter security, tech, tech stocks