Netsuite (N)

I work in the technology industry (A VERY big company) and see that the direction is in the area of "SaaS" or "Software as a Service". Netsuite seems to be well positioned to take advantage of this. Hear me loud and clear... This is NOT a fad. This is the FUTURE... In 10 years, ALL software will be sold as a service. It's up to the larger companies like Google, Microsoft, Netsuite, etc to pave the road to this market. I can almost guarantee you that this will be a 10 bagger or more. It's just a matter of how fast it will happen.

Why is SaaS so popular? IT is expensive. Customers hate installing products, security patching, rolling over hardware leases, etc. They want to outsource all of this stuff to India or put things in the "cloud" (see "Cloud Computing" in wikipiedia).

Also from a persoanl consumer perspective, think about how much you hate having to upgrade office every 2 years, or maybe saving money by skipping a version here or there, etc. Think about how difficult it is for a company like Microsoft to keep dreaming up of new features that will entice you to spend your money to purchase the next version... What if you just paid $50 for the rest of your life and got all of the upgrades, security patches, new features, alerts, etc behind the scenes and never had to worry about it? That's what SaaS is...

It's the future. I just don't know how long it will take for Netsuite to be a 10-bagger, but it will happen. Personal computers will get dumber and online applications will get smarter. It's the web people. Embrace it...

see ahat i copied n pasted below.ill step down. 3rd richest man in our country owns 52% of the shares n if u look at what hes been involved with i have no problem saying he is much smarter than me so i will ride his coat tails n believe in this one rising up n kicking....donkey.
3. Lawrence Ellison
Net Worth: $27 billion
Source: Oracle
Residence: Redwood City, Calif.
Age: 65
Oracle founder continues his spending spree: Sun Microsystems in April for $7.4 billion; deal awaiting EU approval.
Database giant has bought 54 companies in the past 5 years.
Bought BEA Systems for $8.5 billion last year; still sitting on billions in cash.
Stock flat in past 12 months. Sales: $23 billion. More at Forbes.com:
In Pictures: A Recipe for Riches
Studied physics at U. of Chicago; didn’t graduate.
Started Oracle 1977; took public a day before Microsoft in 1986.
Owns 52% stake in business software company NetSuite; shares worth $440 million.

Overvalued and not GAAP profitable - this will get crushed by the recession

Netsuite sells supply chain management software and billing software.

The company is not GAAP profitable and trades within a few cents of the analyst target of 9.33.

Insiders are selling the news of non-GAAP profits last quarter at Netsuite

This stock has recently outperformed the S&P and I think it will begin underperforming soon.

SaaS is the future. NetSuite is THE mid-market leader

its too cheap so buy it

Netsuite is ready to explode. Business model is solid, money to employ is in excess.

Seem to headed in the right direction and will compete with salesforce.com however it also depends on Larry and what he plans to do with his majority holdings

Turning south

It appears that N may be pulling out of its post IPO slump. Recent recognition, good marketing and consumer interest point to a good year ahead.

new software for business

Good for the long-term....watch this one out.

Netsuite is way oversold and will rally half way back from here to its old high.

Internet is still a large demand with new makest opening up and replacement of old parts and new tec coming this company will grow

Baby of Larry Ellison. Partnered with ADP to sell directly to their clients. Great business to offer an affordable product to small and mid-market companies who can't afford the likes of major ERP and integrated client management systems.

Testing out a portfolio of stocks rated outperform that are characterized by having one letter ticker symbols.

if you envest in this you might lose some money

Company is set to leverage a hot field, not too many entrenched players, yet. This could be a great IPO story. Needs to keep R&D humming, so not to loose to other competitors.

I have used Netsuite's CRM system. It's not the most impressive. Their infrastructure and network bandwidth were also not optimum. The CRM market is quite crowded now. Hence, it's going to be disappointment in the long term.