The Macro Economy's Growing Influence on the Software Industry There's a lot of hype around concepts like big data and the software-as-a-service model, says John DiFucci of J.P. Morgan, but they shouldn't be ignored. Related Articles For Members Only High Ground Delivers Another Big Month, Draws Fresh Capital Stephen Taub Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption Michelle Celarier Podcast- Unlocking Systematic Alpha Through Equity Extension Strategies Sponsored by Fidelity Investments