Whenever there's a new sector or market within technology creating a buzz, companies come out of the woodwork to attach themselves to the excitement. I fear that may be the case with Tangoe (TNGO). While there could be a real market, and a real opportunity, for enterprise telecom expense management (TEM), I'm not sure that Tangoe's approach is really software-as-a-service (SAAS) as opposed to more traditional business process outsourcing (BPO). With what looks like a potentially limited addressable market and some questions about long-term margins, Tangoe's value proposition just doesn't entice me to take the plunge with my own money.
Nickels And Dimes Add Up Over Time
Tangoe specializes in "communications lifecycle management," or managing and controlling the...
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