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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (50708)	1/30/2013 11:03:16 PM
From: NikhilJog	Respond to of 78602

Clown - We def. see things differently. let the time talk for both of us :) I am not saying I cannot be wrong. lets wait and watch. When i say that ERP is a commodity, in a way, i mean it. what you are saying is all good, however, we are talking on different levels. I know thing or two about ERP. N can be pressurized on margins from price compression. if you have something super unique that does not happen. It does not matter you agree or not or what you think Ellison can do. Question is - what he has done so far. You are speculating, and i am not. Thanks for your feedback. Let wait and watch and lets hope I am wrong and are you right.

To: Spekulatius who wrote (50708)	1/30/2013 11:22:03 PM
From: Bocor	10 Recommendations Read Replies (4) \| Respond to of 78602

Just my opinion, but I think a lot of people have terrific ideas here and on other boards, but are silent because of the potentially critical comments that might be generated. It's not like any of us get paid to be insulted; we all put ourselves out there when we post a position. It is a privilege to get ideas from others here, most of whom are experienced traders and decent researchers, and we naturally should do our own DD from the ideas presented here. It would serve us ALL well to be appreciative and respectful of everyone's ideas, whether we agree or not. If someone had suggested RIMM a few months ago, I would have LMAO, yet there it flew.

To: Spekulatius who wrote (50708)	1/31/2013 5:37:26 PM
From: Dale Baker	Respond to of 78602

He has the trigger price now.... SAN MATEO, Calif. (AP) -- Cloud-computing and enterprise software provider NetSuite Inc. said Thursday that its loss widened in the final quarter of the year as revenue grew strongly but costs rose more quickly. Still, the company's adjusted earnings beat expectations and its shares rose. The net loss in the quarter that ended Dec. 31 came to $9.6 million, or 13 cents per share, worse than the loss of $7.6 million, or 11 cents per share, a year ago. Excluding stock-based compensation costs and other items, adjusted earnings came to 6 cents per share, beating the 4 cents expected by analysts polled by FactSet. Revenue rose 33 percent to $85 million, also beating the $83 million expected by analysts. Shares rose $4.93, or 7 percent, to $75.16 in after-hours trading following the earnings release, adding to gains in the regular session of $1.28, or 1.9 percent, to close at $70.23.