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 (NASDAQ: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...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|