Seeking Alpha
  • David Jackson
    Which is a better bet on SaaS - long $WDAY, $CRM, $CSOD or short $SAP, $ORCL?
    11/20/12
    Reply (23)
    • Albert Alfonso: Out of that list, I think $CRM is the best bet stock wise. But for me at least, I use $GOOG cloud products almost exclusively.
      11/20/12
    • Brian Nichols: They are all a little too expensive for my blood: $WDAY $CRM $CSOD. I'd have to agree with Albert
      11/20/12
    • James Sands: I use SkyDrive exclusively, way better than anything else I've tried. I am long SAP, up 17% ytd.
      11/21/12
    • David Jackson: James, what do you like most about SkyDrive?
      11/21/12
    • James Sands: I like the free GB space and how it integrates with Office. Functionality of applications are important...
      11/21/12
    • James Sands: For my personal use, other cloud services don't do this well.
      11/21/12
    • David Jackson: Quick thought: The high multiple SaaS stocks will be judged on revenue growth. That means they'll try to take market share at all costs.
      11/27/12
    • James Sands: Who are the SaaS ERP stocks?
      11/27/12
    • David Jackson: $WDAY. But SAP also has HR management software, and that's now being attacked by $CSOD.
      11/27/12
    • Modernist: $MSFT $GOOG http://bit.ly/Vbf6mv
      11/27/12
    • James Sands: Yea, yea, what I think everyone is missing is the exclusive factor. What cloud company is going to replace $SAP. Tyco is customer for $WDAY
      11/27/12
    • James Sands: We also know that Tyco Electronics uses $SAP among other applications. Basically we need to understand the product comparisons before
      11/27/12
    • James Sands: making statements that the cloud is going to undermine existing ERP applications, data management, etc.
      11/27/12
    • David Jackson: Assumed he was asking about pure-play enterprise SaaS stocks...
      11/27/12
    • James Sands: Are cloud companies nibbling in a niche market? How many companies depend on SAP despite using a cloud company?
      11/27/12
    • Modernist: also, SAP will be judged on SuccessFactors revenue growth, motivating it to attack CRM http://bit.ly/TowRcF
      11/27/12
    • Modernist: so overall lots of companies in this space trying to kill each other on price
      11/27/12
    • David Jackson: Key issue: For the established players like $SAP, will SaaS reduce margins and increase competition more than it will expand the market?
      11/27/12
    • James Sands: $SAP and $ORCL just have to kill cloud products and services and grow their established cash-cow businesses. Cloud needs to do ERP at a...
      11/27/12
    • James Sands: much higher scale to make any headwinds. If a large company is using Chatter internally, $CRM has done nothing to slow down ERP, etc.
      11/27/12
    • James Sands: Same thing with HR solutions, these are nibbles.
      11/27/12
    • Modernist: James I agree. You ain't seen nothin yet.
      11/27/12
    • James Sands: Yep, technology is a tough place to invest in.
      11/27/12