RNOW Forum Topics
- All Comments on RNOW
- General Discussion on RNOW
- On-Demand Stocks: It's a Stock Pickers' Market [view article]
- Measuring SaaS's Profitability [view article]
- On-Demand Software Stocks: The Bottom or More Pain? [view article]
- Slumping Software Stocks: Opportunity for Investors? [view article]
- RightNow Proves 'Software as a Service' Isn't Perfect [view article]
- Moving Beyond the Hype, SaaS Stocks Soften [view article]
- NetSuite: The Next Hot Tech IPO? [view article]
- RightNow Stock: Currently Neither Pricey Nor Cheap [view article]
- HP Buys Mercury Interactive; Who's Next? [view article]
loading ...Recent RNOW Articles
- On-Demand (or SaaS) Index: Fundamentals Matter
- Most Volatile Stocks on Earnings
- On-Demand Stocks: It's a Stock Pickers' Market
- Measuring SaaS's Profitability
- SaaS Roundup
- Slumping Software Stocks: Opportunity for Investors?
- On-Demand Software Stocks: The Bottom or More Pain?
- SaaS Companies Perform Despite Recession Fears
- On-Demand [or SaaS] Index: R&B Impacting Momentum
- RightNow Proves 'Software as a Service' Isn't Perfect
- Full List of Articles »
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
On-Demand Software Stocks: The Bottom or More Pain? [view article]
Rick, so what do you think about LOOP now that it is hovering around $11? ReplyEditors
General Discussion on RNOW
Is this a buy or a sell? ReplySlumping Software Stocks: Opportunity for Investors? [view article]
As a Learning solutions manager for Unitek IT, I found this article quite interesting.So from what I understand from this article, is that june or july would be a good time to move on SAP or CRM? Reply
RightNow Proves 'Software as a Service' Isn't Perfect [view article]
From a Wall Street perspective, it's awfully early in the game to make sweeping assessments of the SaaS business model. It's much easier to look forward and make predictions based on fundamentals.But what do we base our predicitons on? I, for one, would look very closely at comps on unit economics like COGS and Revenue per user as key indicators of future value. Reply
Greenberg
RightNow Proves 'Software as a Service' Isn't Perfect [view article]
For a saas company to miss expectations is one thing and implying that the model is in trouble is another. First RightNow is only one company in the CRM SaaS space and there are others such as Salesforce.com, Netsuite, Salesboom.com, etc.Second, these vendors are in a growth mode and are spending huge amounts of money on sales and marketing to gain market share from the big vendors such as Oracle and SAP.
Third, the SaaS model is pay-as-you-go, therefore it takes 2-3 years for customers to pay off but then it is pure gravy.
Reply
Herscher
RightNow Proves 'Software as a Service' Isn't Perfect [view article]
The key issue here is the RNOW was not truly a SaaS vendor. They had an on-demand delivery model but their revenue model was perpetual - like an enterprise software vendor. Now as they transition to be a true SaaS vendor they will reap the benefits of the visibilty and immunity to downturns. But they will not be completely immune until their revenue is 100% subscription, or ratable, like Salesforce - or FirstRain.pennyherscher.blogspot... Reply
RightNow Proves 'Software as a Service' Isn't Perfect [view article]
CRM and N are trading at multiples that invite, beg, and compel every code writer to participate in the opportunity. Unless you think pepole like Bill Gates and Larry Ellison have lost their need for money, expect the crm startups to have to compete not only with each other, but with the heavies. Most are secretly counting on a huge buyout premium, however with softie haveing spent down it's entire cash hoard on a completely insane offer for a shrinking market company, there is a lot less money for takeover premiums. My best advice is to go back in time and get in the softie line for insane take out premiums. Maybe the insanely high barriers to entry will prevent further competition. Light Java code is a very rare and capital intensive skill, so there is no way I could go to India or Eastern Europe and start one of these companies for 5 million. ReplyRightNow Proves 'Software as a Service' Isn't Perfect [view article]
Right Now Technology might be a laggard. Perhaps the bigger players CRM-N-SAP have the generic software nailed and the specialist like Dealer Track-trak are dominating specialized niches. ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
OMG, they've reinvented timesharing! SaaS -- ooo-ooo so new! Oooo so cool! lol, there was this thing called a "service bureau" back in the 60's and 70's. Yeah, the vendor had the software and you just sent 'em your data. Later there were these things called "terminals" where you could log in and enter your data to the vendor's system and get back reports online. Hmmm, them terminals were kinda like "thin clients", not much brains cause the processing was on the vendor system. Lol... the more things change the more they stay the same. ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com removed from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Why was Salary.com taken from the list? ReplyMoving Beyond the Hype, SaaS Stocks Soften [view article]
Definitely not SuccessFactors:"SuccessFactors is perhaps somewhat early in going public, and thus, this period prior to profitability will be harder to withstand under public market scrutiny."
www.seekingalpha.com/a...
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