SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Doren
To: The Ox who wrote (56626)2/24/2014 12:41:00 PM
From: Lizzie Tudor1 Recommendation  Read Replies (2) of 57684
 
one problem that confounds bears with these cloud companies is that its not just a matter of deferred earnings- even SALES are deferred. They look more expensive than they are, although yes, they are very expensive.

My opinion is that technical infrastructure spending (the old "IT dept") has been depressed for years now and this is going to resolve itself one way or the other. Companies that are making appropriate investments like Nordstrom are stronger than Sears, Macys etc who tried to outsource the whole thing as a cost cutting exercise. I realize companies got burned in 1999 by over investing, but get over it. I question the "size of market" estimates coming out of Forrester for some of these infrastructure spaces.

If you aren't married to investing in these companies but just want to make a buck trading, I recommend N (netsuite). I was in it last year and its a cash register. Very thinly traded, the stock needs to split but has not. Nobody ever sells but the insiders, and it seems to move 2 points a day in a good market. Ns product is a cloud ERP, which is the COA and all that - not something ideally suited to cloud so it is not as good as CRM. Still if you are a new upstart company you aren't going to implement Oracle and put up with their salesforce. Realistically, N stock price could double just on the fact that they offer an alternative for a space customers must implement.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News