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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (56627)	2/24/2014 2:29:01 PM
From: Doren	Read Replies (1) \| Respond to of 57684

Why is ERP less suited to the cloud than CRM? Local WANs are faster than the internet? Is CRM all that Salesforce software manages? I'm assuming Salesforce softwear can handle larger volumes than Netsuite, or is better some way? ---- In case there are any lurkers: What Is ERP? netsuite.com CRM is customer relation managment I'm assuming COA is Chart of accounts, a categorized list of accounts used by a business So many acronyms, so little time...

To: Lizzie Tudor who wrote (56627)	2/24/2014 5:17:25 PM
From: The Ox	Read Replies (1) \| Respond to of 57684

I am by no means a bear when it comes to these companies, quite the opposite is true. I simply hesitate to add more stock in the area because I find it hard to agree with your view of "just pick one, they are all going up". N looks interesting and was a company I looked at back a few months ago. Even then, while the stock price was 25% below today, I found them attractive but was concerned about the price to sales ratio. Today at 21 times trailing sales, it still seems very pricey for a company growing at 40% a year. You would have to wait at least 4 more years at 40% per year revenue growth before the price to sales fell into a "reasonable" range of 7 or 8. That's an awful lot of "faith" in the company's ability to execute flawlessly. I don't disagree with riding the momentum, to say the least. I would rather wait until a stock has fallen substantially and the underlying valuation metrics moderate in concert before entering a mo-mo stock. But that's just me. I appreciate the input!