Comments on: Ellison’s Double Dip: a Conflict of Interest? No. http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/ Connecting the dots ... Fri, 19 Aug 2011 16:10:19 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Betting on the NetSuite IPO| Zoli’s Blog http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-7791 Betting on the NetSuite IPO| Zoli’s Blog Thu, 20 Dec 2007 05:13:42 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-7791 [...] tend to believe that NetSuite is better off being an independent business; there are just too many differences for a merger to work well, and I don’t mean [...] [...] tend to believe that NetSuite is better off being an independent business; there are just too many differences for a merger to work well, and I don’t mean [...]

]]> By: Anonymous http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-342 Anonymous Wed, 26 Jul 2006 14:20:52 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-342 I have no idea, but hopefully some of my accountant readers will chime in ... I have no idea, but hopefully some of my accountant readers will chime in …

]]> By: Anonymous http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-341 Anonymous Wed, 26 Jul 2006 04:54:33 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-341 I was checking out NetSuite and they prominently announce they're SAS 70 certified. I was wondering how much value this certification is, really, to the end customers of the service. Do buyers consider this certification a requirement? I was checking out NetSuite and they prominently announce they’re SAS 70 certified.

I was wondering how much value this certification is, really, to the end customers of the service. Do buyers consider this certification a requirement?

]]> By: Zoli's Blog http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-344 Zoli's Blog Tue, 16 May 2006 11:15:03 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-344 <strong>TiEcon 2006: Software Luminaries Panel : The Software Richter Scale: 1, 3 or 7?</strong> Liveblogging the Software Luminaries Panel at TiEcon 2006.  (Note: I am obviously publishing this, as well as other TiEcon posts after the Conference, but will only do very basic editing, and some linking, essentially posting my original note... TiEcon 2006: Software Luminaries Panel : The Software Richter Scale: 1, 3 or 7?

Liveblogging the Software Luminaries Panel at TiEcon 2006.  (Note: I am obviously publishing this, as well as other TiEcon posts after the Conference, but will only do very basic editing, and some linking, essentially posting my original note…

]]> By: Anonymous http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-340 Anonymous Tue, 04 Apr 2006 12:05:08 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-340 I don't know if this is true of Oracle elsewhere, but the UK organisation never seems to mention or register NetSuite on their radar. I was talking to the business systems manager of one of our top 10 accounting practices who had visited Oracle recently talking on demand and hosted solutions. When asked about NetSuite as a competitor the questions were almost sidestepped. I can't see that marriage happening. I don’t know if this is true of Oracle elsewhere, but the UK organisation never seems to mention or register NetSuite on their radar. I was talking to the business systems manager of one of our top 10 accounting practices who had visited Oracle recently talking on demand and hosted solutions. When asked about NetSuite as a competitor the questions were almost sidestepped. I can’t see that marriage happening.

]]> By: Business Certainty http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-343 Business Certainty Fri, 31 Mar 2006 17:26:32 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-343 <strong>Daily SaaS Links for 2006-03-31</strong> Business Certainty: Succeeding in the New Network Economy [Daily Post by Cesura] Within these more advanced networks we have the ability to reduce frustrating, intermittent slowdowns, ensure the best business/client communication and provide the manage... Daily SaaS Links for 2006-03-31

Business Certainty: Succeeding in the New Network Economy [Daily Post by Cesura] Within these more advanced networks we have the ability to reduce frustrating, intermittent slowdowns, ensure the best business/client communication and provide the manage…

]]> By: Anonymous http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-339 Anonymous Thu, 30 Mar 2006 21:54:32 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-339 Jason, exactly, NetSuite would suffer from a valuation point of view, and also be forced into a corporate culture that can't handle the "low end: of the market efficiently. Note the "" around low-end... there's gold in large number of small customers served in a highly automated, web and telecommunication-based fashion :-) Jason, exactly, NetSuite would suffer from a valuation point of view, and also be forced into a corporate culture that can’t handle the “low end: of the market efficiently. Note the “” around low-end… there’s gold in large number of small customers served in a highly automated, web and telecommunication-based fashion :-)

]]> By: Anonymous http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-338 Anonymous Thu, 30 Mar 2006 21:39:14 +0000 http://www.zoliblog.com/2006/03/30/ellisons-double-dip-a-conflict-of-interest-no/#comment-338 Zoli, It's actually 57% if memory serves. Either way, I think there are compelling arguments on both sides of the NetSuite debate. But ultimately if Larry wants to maximize shareholder value (his own and others), I would lean toward letting NetSuite come public. If NetSuite delivers 100% growth and prints $80mm in 2006 as a public, SaaS-y company attacking the low end (where ORCL, SAP, etc...are lesser threats), I think investors could fall in love with the stock (not necessarily the company) and it would see a lofty multiple (take a look at where companies like KNXA, CNQR, ULTI are trading). If NetSuite becomes part of Oracle, how are investors going to factor that into Oracle's behemoth structure? Then it become a small, but fast growing subcomponent of a large cap software company struggling to break out of single digit growth in its core market. Either way it'll be of great interest in the coming quarters... Zoli,

It’s actually 57% if memory serves. Either way, I think there are compelling arguments on both sides of the NetSuite debate. But ultimately if Larry wants to maximize shareholder value (his own and others), I would lean toward letting NetSuite come public.

If NetSuite delivers 100% growth and prints $80mm in 2006 as a public, SaaS-y company attacking the low end (where ORCL, SAP, etc…are lesser threats), I think investors could fall in love with the stock (not necessarily the company) and it would see a lofty multiple (take a look at where companies like KNXA, CNQR, ULTI are trading).

If NetSuite becomes part of Oracle, how are investors going to factor that into Oracle’s behemoth structure? Then it become a small, but fast growing subcomponent of a large cap software company struggling to break out of single digit growth in its core market.

Either way it’ll be of great interest in the coming quarters…

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