Rightnow Technologies Inc. (RNOW)

All Comments on RNOW

  • commenter
    Tom
    Greenberg
    Feb 04 03:19 PM
    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
  • commenter
    Penny
    Herscher
    Feb 04 09:28 AM
    My Website
    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
  • commenter
    calvino
    Feb 02 06:39 PM
    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. Reply
  • commenter
    borisb
    Feb 02 06:07 PM
    RightNow 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. Reply
  • commenter
    Rep07
    Jan 30 05:24 PM
    Moving 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. Reply
  • commenter
    Eric B.
    Jan 18 12:13 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Why was Salary.com removed from the list? Reply
  • commenter
    Eric B.
    Jan 18 12:12 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Why was Salary.com taken from the list? Reply
  • commenter
    Frank Li
    Jan 17 03:27 PM
    Moving 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...
     Reply
  • commenter
    Lisa
    Jan 17 03:24 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    "the companies that offer applications that provide business value and have a sustainable business model (can make a profit) will rise to the top."

    Which, in your view, are they (from the ones in the list)?     Reply
  • commenter
    Long-Short
    Guy
    Jan 17 03:16 PM
    Moving Beyond the Hype, SaaS Stocks Soften [view article]
    Very useful overview -- thank you. Reply
  • commenter
    lowellfield
    Dec 17 02:16 PM
    NetSuite: The Next Hot Tech IPO? [view article]
    Great article. TYVM. Reply
  • commenter
    Dayanand
    Sep 04 04:42 PM
    My Website
    NetSuite: The Next Hot Tech IPO? [view article]
    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.
    visit me @ annualreportanalysis.b...     Reply
  • commenter
    Frank Li
    Jul 15 05:19 PM
    RightNow Stock: Currently Neither Pricey Nor Cheap [view article]
    How is RightNow doing compared to Salesforce.com, and what explains the difference? Reply
  • commenter
    Momin khan
    Aug 24 03:00 PM
    HP Buys Mercury Interactive; Who's Next? [view article]
    Forbes reported today (8/24/06) that HP lacks security software and is a must now that IBM has bought Internet Security Systems. The article suggests Symantec and McAfee as possible HP acquisitions although the article admits that Symantec would be a broader move. McAfee's market cap is about $3.4 billion though, still a big bite for HP to chew in my opinion. Any other security software suggestions? -Momin Reply
  • commenter
    Momin khan
    Aug 15 06:28 PM
    HP Buys Mercury Interactive; Who's Next? [view article]
    Is Symantec too big for HP to take on? How about Business Objects? MK Reply
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