In the world of software, the analysts at Wedbush Securities are taking both a long and short idea approach to two companies. DATA is their best idea whereas WDAY is their best short idea.Here’s what was mentioned:We are highlighting DATA as a top near-term long idea and WDAY as a short idea; we see near-term catalysts for both trades unfolding over the next 12 months. For DATA, we expect a reacceleration of licenses and resumption of margin expansion through FY16 will be positive catalysts for shares. Our conversations with resellers continue to point to positive demand trends, and indicate that customers view DATA's products as significantly differentiated from competitors. Most partners are seeing robust growth for their Tableau consulting and/or resale businesses, e.g. at the 25%+ level.Now generally speaking, there are very few instances in which analysts suggest a short idea. So, I’m going to take a deeper look at WDAY, i.e. Workday. Now, the fundamental reason for why Wedbush is getting cautious and is suggesting a short-thesis is because of a busted growth model due to competitive threats from Oracle, whereby the large IT giant is trying to lock-in customer into specific agreements that prevents WDAY from actually selling its software licenses. This pertains to Oracle’s enterprise software segment, i.e. PeopleSoft versus Workday’s core HCM (human capital management) software division. This puts some downside pressure on a long time growth stock that has had achieved fairly consistent sales growth over the past five-years (76% average sales CAGR). But, in the prior year the company was unprofitable to the tune $290 million, and prior to that another major profit loss of $248 million. It also trades at a lofty valuation of 12.4x sales.You know, if the growth rate decelerates or declines and is also unprofitable the stock is heading further south than the grimy humor of South Park characters. We all know what happens to these type of hyped-up growth companies right? They get destroyed by investors, sort of like what happened with Twitter.Time to bet against the mo-mo crowd, stick with Wedbush on this one guys. I’m pretty sure the logic of betting against Workday is pretty damn solid right now.