Netsuite (NYSE:N)

can 30 stocks randomly picked from a bag of scrabble tiles beat the market? there's only one way to find out.

way too pricey

Cloud Computing

The cloud is a disruptive technology. While it is hard to take market from the giants, this company has a chance. I would not bet the farm on it, but should be ok to invest some in it in case it does pan out.

Is this a joke?? This is a dot com company all over. Don't look at adjusted earnings or cash flow, these numbers are greatly distorted by the continued issuance of stock by management and the seeming inability to pay any employees with money, just stock. This company does one thing well, and that's grow revenue. Margins have shown no sign of improving, eventually they wont be able to keep running this ponzi scheme and the bottom will drop out. This company is almost worthless, it's only potential savior is a buyout, but no one will acquire netsuite for 3 billion dollars, it's not even worth 300 million.

The future is in the cloud.

User of Netsuite - love it. Love it

cloud months eventual clouded space

Netsuite and Google to hold a Cloud Business Event. Do I need to say anything else?

Very fast deployment of CRM and ERP at a fraction of the cost of SAP, SIEBEL, Oracle or Peoplesoft.

Overvalued

Smaller and emerging companies are moving to the cloud. The future is without server rooms and bloated IT departments. Netsuite far outperforms competitors in ease of implementation, flexibility and usability. Others are not keeping up. Sky's the limit for this company.

Cloud computing play...

Revenue growth accelerating. Billings confusion for Q3FY10 earnings release is nothing to worry about.

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.

I have been in Enterprise software as a ceo and investor for over 25 years and I have seen companies like SAP, Oracle, Peoplesoft and SAAS vendors like concur and salesforce grow from nothing to the multiples they command today. SAAS is the future and Netsuite has it all and it is a small fraction of the market cap of the other players. My money is where my mouth is. I only have 3 stocks. I just added Netsuite the other 2 are Apple at $81 and Google at $265...I think Netsuite is a 5 to 10 bagger over time.

Probably will be acquired shortly by major player

Long-term potential on cloud computing becoming the standard for enterprise clients.

SaaS will continue to gain momentum. Recent acquisitions of OpenAir and QuickArrow were great moves to gain market share and diversify their product offerings, and if they continue to polish their cloud computing product suite over the several years this one will take off.