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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (45968)12/15/2011 2:03:32 AM
From: Spekulatius  Read Replies (1) of 78670
 
re QADA - this is a marketing piece from QAD's VP of marketing and a terrible one at that. Just because they call themselves a cloud play does not mean they are. The ERP field strongly favors larger companies, those that have a niche product with a technical lead can prosper too and me get bought out. QAD does not show any evidence of niche market leadership, or how do you explain that their revenues have been flat for a couple of years at best?
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