Gartner
Trail-sniffing independent information providers with excellent business models, looking horizontally for opportunities. Some of these companies (Gartner, FactSet Research, ComScore, etc.) look like acquisition targets.
Quite specific examples of the levers that move SAP, Oracle and Microsoft – also applicable to Totvs. The bottom line: bargain while you can. Very interesting to illustrate the power of maintenance in the software business.
