Ultimate Software Group, Inc. (The) (ULTI)

All Comments on ULTI

  • commenter
    fatcat
    May 26 08:19 PM
    On-Demand Stocks: It's a Stock Pickers' Market [view article]
    Rick,get another job... Reply
  • commenter
    Lexxy
    Apr 17 06:27 PM
    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? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:22 AM
    My Website
    General Discussion on ULTI
    Is this a buy or a sell? 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
    Gordon Geeko
    Jan 16 06:21 PM
    SaaS Companies Vulnerable in a Recession [view article]
    The flawed assumption in this posting is that SAAS customers will no longer need the underlying application. I guess companies will just turn off their CRM and shut down their sales efforts...
    Reply
  • commenter
    krbabu
    Dec 12 12:04 AM
    My Website
    SaaS Companies Vulnerable in a Recession [view article]
    In a recession, the non-SaaS would be even more vulnerable. Reply
  • commenter
    Lisa
    Dec 08 04:09 PM
    SaaS Companies Vulnerable in a Recession [view article]
    On the other hand, couldn't you argue that in a recession companies will avoid large financial commitments (traditional software purchases), but might be more willing to move to a SaaS solution, particularly if it costs less than their current solution? Reply
  • commenter
    Colin
    Dec 07 02:36 PM
    SaaS Companies Vulnerable in a Recession [view article]
    Speaking as the CEO of a SaaS company, I would like to say that not only is this article right on the money, but there is another reason why traditional SaaS companies are vulnerable:

    As use of an application spreads accross a company, so does the need for tight integration with sensitive back end systems such as accounting and ERP. Just try going to the head of Information Security and asking her to allow an event which occurs outside the firewall to trigger updates in these systems. Some such individuals are as accomodating as that (ex) HP ethics officer, but most will respond in a direct and blunt manner.

    This is why we support the hybrid model referenced in the above article. Applications built on SaaSWizard can be moved to the customer's choice of Linux or Windows server inside their firewall with just 6 mouse clicks. We call this SaaS+.

    Prehaps more interesting is that SaaSWizard (www.saaswizard.com) enables the development of full enterprise-class SaaS+ applications in a matter of weeks and without writing a line of code.

    ManuLogic (www.lexnetcg.com/index...) was developed in under a week and recouped that investment before it was even accounced.

    Our vision is to allow VAR's and System Integrators to leverage their specialized industry knowledge to create SaaS applications without having to invest in programmers or hosting infrastructure. We provide the software infrastructure, they provide the in-depth understanding of customer requirements and together we deliver a precisely targeted solution for their market.

    In summmary, the entire economy seems to be heading for a downturn and I am sure that all segments will suffer, but for VAR's and SI's who offer unique SaaS applications and enjoy both ongoing SaaS revenue as well as service revenue and follow-on sales revenue, the future looks bright indeed.

    Colin Earl, CEO
    saaswizard.com
    Reply
  • commenter
    Camilla
    Dec 07 10:27 AM
    SaaS Companies Vulnerable in a Recession [view article]
    An interesting, but possibly skewed take on the issue.

    Given a nine month time frame for a recession I would think that 'all' software suppliers would be feeling some sort of pain. It's not as if the established 'real' software suppliers do not rely on a process of continuous 'improvement' to keep the money flowing in.

    I'd hazard a guess, and you imply it yourselves, that the 'poor' performers are WEB2.0 centric suppliers of SaaS where the product quality as such may be dubious and, of course, there is the 'lock in' that you mention. It might be 'cheap', it might be 'quick' and it might be, at face value, responsive and flexible, but, is it dirty?

    There is much talk amongst and from the suppliers about implementation of platforms on which the end user will be able to make their own contribution to the product base. It sounds very WEB2.0 community paradigm but does that mean the customers are now expected to contribute to the vendors profits.

    And all this is really in its infancy so what sort of wave are people trying to ride. If you dig deeper then you will find that the base langauges for this sort of thing are really just abstractions of any common object oriented language but they are being built on or within restrictions set by the delivery method.

    The problem is that the foundations for them are still being laid and, at the moment, all we have is sand which appears to being built on more sand.

    Of course I'm only here to mention the other available delivery model for SaaS which is Streaming SaaS. This is the real deal.

    Established software companies with an investment in real programs written using proper software now have an opportunity to deliver their product in a way that makes WE2.0 SaaS look like the toy it really is. And they don't have to re-write or cripple anything to get the job done.

    There are noises from Microsoft in this direction. However the new (but old) kid on the block is Endeavors Technologies.

    www.endeavors.com

    Do yourselves a serious flavor (sic) and check out what a Streaming SaaS model might do for you. The revamped version of AppExpress is now available for download at..

    tryitnow.endeavors.com...

    That's the Lite version and it is free. Q1 2008 the Application JukeBox is tagged for release.

    So, before you go breaking what you have got in order to jump on the 'New Paradigm' wagon just make sure someone else didn't go and re-write the 'Paradigm' whilst everyone else was shouting about the New one.

    Camilla     Reply
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