Right off the bat, it would seem that Quest Software (QSFT) has two red marks against it. First, the company looks to provide simpler solutions in a world where vendors boast increasingly complex alternatives. Second, Quest is mostly a value play, and lower-growth value plays don't often work so well in the tech stock world. Nevertheless, with such an undemanding valuation, Quest may be worth a look as an undervalued play in a software sector where valuations have been quite high in many cases.
Trying To Patch Big Vendor Gaps
Quest has the unenviable task of trying to make its bones (and not get squashed) amidst the likes of Oracle (ORCL), IBM (IBM), VMware (VMW), BMC (BMC), and CA (CA). The idea here is that these companies often offer complex solutions that are actually difficult for IT personnel to implement and maintain – particularly at smaller concerns that can't throw an army of employees at every IT problem.
Quest steps in with simple-to-use solutions and products that help run heterogeneous and cobbled-together IT environments. The company's development tools, for instance, allow IT workers to manage heterogeneous database environments and improve the overall quality and performance. Elsewhere, the company's administration tools can make infrastructures more efficient and can create private clouds.
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Can Quest Find Success In Simplicity?
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