Seeking Alpha
  • David Jackson
    What's the best way to play SaaS growth? Buy stocks like $CSOD & $WDAY, or short $SAP& $ORCL?
    10/16/12
    Reply (12)
    • David Jackson: Key questions: Are stocks like $CSOD and $WDAY already too expensive? Will SaaS acquisitions by $ORCL & $SAP offset legacy business decline?
      10/16/12
    • James Sands: How many big companies dependent on SAP will completely shift to WDAY and others? Companies like DE are extremely dependent on SAP.
      10/16/12
    • James Sands: Can WDAY provide services for a major global manufacturing company?
      10/16/12
    • David Jackson: James, isn't that what Siebel thought about $CRM in the early days?
      10/16/12
    • James Sands: I'm just saying, how do we know that these companies are completely replacing SAP and Oracle? Is it a 1:1 switch?
      10/16/12
    • James Sands: Do their services fit better into certain industries, etc.? http://bit.ly/R36kmF How many of these industries are WDAY customers?
      10/16/12
    • James Sands: I don't think that Catepillar and Deere & Company are going to be using CRM or WDAY for their logistics and supply chain operations, etc.
      10/16/12
    • James Sands: Toyota may use CRM, but they still use legacy systems for crucial operations.
      10/16/12
    • David Jackson: I don't think it's about 1:1 replacement, but a shift in market share that will accelerate over time.
      10/17/12
    • David Jackson: The SaaS companies will also broaden and deepen their product functionality.
      10/17/12
    • Modernist: Its not 1:1! SaaS is a push towards efficiency. Net earnings of sellers will be reduced.
      10/18/12
    • Jorge Aura: In my humble opinion, I think that playing short in $ORCL is a good idea, but the stock has a short % of float in 0.80%.
      10/19/12