Thursday, March 7, 2013

Seeking Alpha: Tangoe Doesn't Look Like A Must-Own SaaS Stock

Whenever there's a new sector or market within technology creating a buzz, companies come out of the woodwork to attach themselves to the excitement. I fear that may be the case with Tangoe (TNGO). While there could be a real market, and a real opportunity, for enterprise telecom expense management (TEM), I'm not sure that Tangoe's approach is really software-as-a-service (SAAS) as opposed to more traditional business process outsourcing (BPO). With what looks like a potentially limited addressable market and some questions about long-term margins, Tangoe's value proposition just doesn't entice me to take the plunge with my own money.

Continue reading here:
Tangoe Doesn't Look Like A Must-Own SaaS Stock

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