N Forum Topics
- All Comments on N
- General Discussion on N
- Even SaaS Stocks Are Still Sinking [view article]
- Is SaaS Worth the Hype? [view article]
- SaaS Updates: NetSuite and Salesforce.com [view article]
- NetSuite: Short-Term Short Idea, Long-Term Long [view article]
- On-Demand Stocks: It's a Stock Pickers' Market [view article]
- Measuring SaaS's Profitability [view article]
- Wall Street Breakfast: Must-Know News [view article]
- NetSuite Becoming Battleground for Analysts [view article]
- NetSuite Beats Earnings, Stock Plunges After Hours [view article]
- On-Demand Software Stocks: The Bottom or More Pain? [view article]
- RightNow Proves 'Software as a Service' Isn't Perfect [view article]
loading ...Recent N Articles
- Even SaaS Stocks Are Still Sinking
- On-Demand (or SaaS) Index: Fundamentals Matter
- SaaS Updates: NetSuite and Salesforce.com
- Is SaaS Worth the Hype?
- SaaS Industry Consolidation Continues as NetSuite Acquires OpenAir
- NetSuite / OpenAir: Deal or No Deal?
- NetSuite Acquires OpenAir for $26 Million
- NetSuite Not Sweet? Piper Starts at 'Sell'
- On-Demand Stocks: It's a Stock Pickers' Market
- Measuring SaaS's Profitability
- Full List of Articles »
Dailey
Even SaaS Stocks Are Still Sinking [view article]
The SaaS model has yet to prove itself as more financially viable - and this outcome was predicted in early December of last year...mgiresearch.typepad.co... Reply
Even SaaS Stocks Are Still Sinking [view article]
Even though the SaaS picture is still on clear on who would be the winners, one thing is sure that more and more business would shift to this paradigm. Which means right now - from an investor's perspective - the better bet would be to short traditional big software firms like SAP, Microsoft, CA and Oracle. ReplyIs SaaS Worth the Hype? [view article]
it's about time to dump CRM stock and double short that pig...why? when you see pumpers talking about all these kind of nonsense... ReplySaaS Updates: NetSuite and Salesforce.com [view article]
There is no point in comparing Salesforce with NetSuite....they are fundamentally different and are targeted to towards different market segments. The roots of NS lie in managing finacials, inventory (ERP) and SFA. Salesforce, on the other hand, is focused on mid-market CRM/SFA. The buyers of NS are generally CFO's (or small business owners) whereas the buyers of Salesforce.com are mostly likely VP-Sales and Marketing at their respective companies. Salesforce.com does not become a company's central nervous system like NS does. This alone makes it harder for NS to be adopted as quickly as Salesforce.com. I think NS will do well over the long term as people come to accept the SAAS paradigm - thanks to the marketing efforts of Salesforce.There are several other SAAS companies - from talent mangement, project management, expense management, etc. All of these are likely candidates for acquisition. The day is not far when someone like IBM or HP will wake up and say "I want to be in SAAS" space and start acquiring most of these companies and their customers. Remember, this space is similar to subscription services like aol and at&t except that the switching cost of moving away from aol and at&t have to do with managing the loss of your email address! Now imagine moving your company data away from NS or SF! These stocks are still undervalued! Reply
Is SaaS Worth the Hype? [view article]
Technology is not exempt from the laws of economics. Something can be a very good idea, but if other people can copy the idea and offer a competing service, margins drop. SaaS is a good idea but there are no barriers to entry to offering competing products. I view very few things in technology as monopolies. Microsoft is a monopoly in my opinion (the competition for the o.s. (vista) and office is weak, and now they are extending their client advantage into the enterprise, (unix servers now have products with windows authentication)) and they have a p to e of 16, about the average for the s&p. crm can have competition and they have a p to e of 200 for projected 2008 earnings. if SaaS companies went down this year it just means that equity pricing for those companies got ahead of itself due to overzelous mutual fund managers and momo investors. imho ReplySaaS Updates: NetSuite and Salesforce.com [view article]
Since CRM has much better customer satisfaction record than N, perhaps NetSuite customers would welcome your suggestion. Replyn
NetSuite: Short-Term Short Idea, Long-Term Long [view article]
Short Asif and long N and solars!!!beanieville.blogspot.c... Reply
On-Demand Stocks: It's a Stock Pickers' Market [view article]
Rick,get another job... ReplyMeasuring SaaS's Profitability [view article]
The subscription model carries an inherent risk of switch and I wonder how increasing number of competing players in SaaS market affects this risk. What are contractual and operational challenges customer would have to overcome to move from Saleforce to Netsuite, for example? ReplyMeasuring SaaS's Profitability [view article]
I wonder how the EDS and HPQ merger will be impacted by SaaS?Reply
Wall Street Breakfast: Must-Know News [view article]
Correcting a myth - regarding GM and Toyota Motor (TM).Many believe that GM is no. 1 globally as recently published it outsold Toyota by 1000 or 3000 cars in 2007.
In reality, GM's revenue was $181B in 2007 (01/2007-12/2007) down considerably on YOY. Toyota's revenue was $252B in FY2007 (04/2007-03/2008) up nearly 10%.
It is high time the U.S. auto industry started dealing with the harsh reality before it is too late. Hype and spin can go just so far...
CrossProfit Reply
Netratings
Wall Street Breakfast: Must-Know News [view article]
Wow - even we are impressed with comScore's numbers! Good job comScore! ReplyNetSuite Beats Earnings, Stock Plunges After Hours [view article]
Just to clarify, the price graphic is not mine and was automatically included by Seeking Alpha.I guess you probably did not read beyond the headline and missed the line "However it is always a good idea to go beyond the headlines (even mine) and take a deeper look.". Reply
Wall Street Breakfast: Must-Know News [view article]
I'm really liking the earnings reports tacked onto the Wall Street Breakfast. Thanks. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thanks. Fixed. Reply