The Software Trick: Find a Niche

S&P favors Citrix Systems because of its focus on the growing mobile workforce; design vendors such as Autodesk benefit from hot growth in Asia

In the fiercely competitive software area, finding a niche and sticking with it can be a road to success. So says Jim Yin, who follows systems and applications software companies for Standard & Poor's Equity Research. His favorite stock at the moment is Citrix Systems (CTXS), which makes software that allows workers to easily and securely work from home or on the road. He's also high on design software vendors like Autodesk (ADSK).

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