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Recs
The future is in the cloud.
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User of Netsuite - love it. Love it
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Ridiculous valuation!!!!!!!!
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cloud months eventual clouded space
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Netsuite and Google to hold a Cloud Business Event. Do I need to say anything else?
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Very fast deployment of CRM and ERP at a fraction of the cost of SAP, SIEBEL, Oracle or Peoplesoft.
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Dr. Wish says Nancy likes. At 52-wk high. AB Buy Confirmed.
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Overvalued
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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.
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Cloud computing play...
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Revenue growth accelerating. Billings confusion for Q3FY10 earnings release is nothing to worry about.
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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.
Recs
Netsuite consistently posts net losses to get a ROE below -25% per Yahoo! Finance. Perhaps revenue growth will revive earnings. Until that starts, thumbs down.
Recs
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.
Recs
Probably will be acquired shortly by major player
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Long-term potential on cloud computing becoming the standard for enterprise clients.
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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.
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Cost of revenue is too high.
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This is an infrastructure play. Once build or setup, it is not easy to change to another system. SW is flexible and the international growth is strong
Recs
Overvalued and not GAAP profitable - this will get crushed by the recession
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