Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets

Everybody complains about marketing, but most of us still respond to it anyway. With digital/interactive marketing picking up where print and media have left off, ExactTarget (NYSE:ET) is looking to tap into what should be a multi-billion annual market for cross-channel interactive marketing spending. Like almost every small tech company, though, there are still ample doubts that ExactTarget can hit the market - doubts about the real market size/opportunity, doubts about the exclusivity of the company's approach, and doubts about likelihood that the company will deliver the strong growth that will be needed to keep the shares moving.

Another Fish In The SaaS Sea

It seems like every relatively new tech company/stock is trying to pin itself to...

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