The Company is a provider of enterprise marketing management (EMM) - software designed to help businesses increase their revenues and improve the efficiency and measurability of their marketing operations.
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I am in the MSP/EMM business in Europe. Unica product: Affinium and their people far outrank their peers.
Companies with P/E of 200+ have a lot of work to do: they have to grow or improve their OM/ROE to justify the PEG and P/E they are getting. If they had a unique product in an untapped market, then that would be one thing. In this market, though, I'd… More
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