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Barclays on Information Services: C&I Loans Up, Revolving Credit Continues Sideways; DNB/data.com; IT Insider Selling

December 8, 2011 3:33 PM EST
Get Alerts DNB Hot Sheet
Price: $9.31 +1.31%

Rating Summary:
    10 Buy, 8 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 16 | Down: 11 | New: 13
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Barclays on For Your 'Information Services': C&I Loans Up, Revolving Credit Continues Sideways; DNB/data.com; IT Insider Selling

Analyst, Manav Patnaik, said, "Focus Piece - Dun & Bradstreet (NYSE: DNB), Redefining its Sales & Marketing Data: Amidst all the interest and press around D&B360, we provide a brief look back. Looking to redefine its legacy Sales & Marketing (S&MS) data, DNB built "D&B360" in late 2010 in order to combine DNB's Data-as-a-Service (DaaS) with the CRM's Software-as-a-Service (SaaS) solutions. D&B360 went up against and beat out Salesforce.com (SFDC) in two large procurements, prompting SFDC to partner with DNB instead. After announcing the SFDC partnership at the Dreamforce conference, DNB caught the eye of the other CRM's as well who signed partnerships at their respective conferences shortly after (Microsoft (Nasdaq: MSFT) 04/11; Oracle (Nasdaq: ORCL) 10/11; SAP (NYSE: SAP) 10/11). Interestingly though, note that SFDC has signed an exclusive agreement to use only DNB data, while DNB is not exclusive, which allowed them to partner with these other CRM's."

"Company-specific News: (1) IHS Corp (NYSE: IHS): Acquired Purvin & Gertz for $31M; (2) DNB: Data.com takeaways and Australia CEO steps down; (3) Equifax (NYSE: EFX): Partnership wth CiG in Canada; (4) Fair Isaac (Nasdaq: FICO): 10-K Takeaways; (5) EXPN: Acquires 192business Ltd; and (6) Gartner (NYSE: IT): ValueAct Insider selling out of its stake.


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