Dayanand Menashi

NetSuite: The Next Hot Tech IPO?

Asif,
Wonderful analysis.I got your bottomline that Netsuite's CRM and E-commerce capabilities. I just had couple of points to discuss.

1.As per your article the market for small sized businesses that use ERP and SAP was 31% of $12.7bn which is around $4bn. The projected growth rate is 11%. This means that to grow at present rate the company has to successfully acquire some small players. Any insight on this???

2. As per the S-1 filing the combined accumulated deficit has been $193mn. I guess this might continue in near future before they attain profitability. Let us assume that the net accumulated deficit reaches $200mn before they start becoming profitable. What will be the time frame required to generate $200mn cash???

Thanks,
Dayanand.
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