Robust valuations are nothing new in the cloud/SaaS space, but NetSuite (NYSE:N)
looks premium-priced, even by those lofty standards. Although this
company certainly is posting strong billings growth today and free cash flow
is ramping up nicely, it's hard to see how the industry can support the
growth expectations for all of its members and I don't know that
NetSuite's rampant success is as certain as the valuation would suggest.
Please click this link for more:
http://www.investopedia.com/stock-analysis/2012/NetSuites-Valuation-Leaves-No-Room-For-Error-N-SAP-ORCL-MSFT0919.aspx
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