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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