Netsuite (NYSE:N)

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Player Avatar ElBiotecnico (< 20) Submitted: 9/26/2010 7:16:08 PM : Underperform Start Price: $23.61 N Score: -191.04

Oh my God! These guys have not figure out what they are doing yet. Cloud, ERP?

Also, vaporware may be an issue here. CRM is one thing, ERP is a completely
different ball of wax, where transition is very, VERY hard from embedded systems.

Once someone figures out what their ACTUAL competitive advantage is, let me
know. Be forewarned, I do know about distributed computing architectures.

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