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NetSuite Inc. Message Board

  • spelunker384 spelunker384 Mar 15, 2013 8:06 PM Flag

    Is a "Giant Killer" Lurking in our midst? Check out AUDC

    It looks like they may be about to put Microsofts weak entry in this arena into play in a big way. Their new suite of products certainly looks intriguing. I bought 500 shares of this 65 points ago. Im not recommending anyone buy or sell anything but I'm going to lock in a massive profit on just 200 of my 500 shares and buy 2000 shares of AUDC and pocket the other half of the cash in case we see a pullback.

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    • spelunker, they are a HARDWARE company. How does this affect us? Are you saying Netsuite would incorporate their Voip platform into their total solution to become the "giant killer" to Microsoft? If thats the case, N is already slaying MSFT, with or without AUDC hardware solution. Perhaps their session boarder controllers do a better job of managing Voip than APKT, but Oracle just bought them out anyway - so your competition is there and it's on a much larger scale. Still, I see there are many dots to connect. Please elaborate on your statements or were you just pumping your latest investment idea?

      Sentiment: Strong Buy

      • 1 Reply to figure_in_the_mist
      • I think I can add a little "color" to this conversation guys: Netsuite employs Five9 for their VOIP solutions and Five9 utilizes AudioCodes Voip Gateways (hardware), so you are both right and wrong. Furthermore, there is an intrinsic affinity between all 3 of these companies as they service smaller enterprise solutions of 1000 people or less. This is by far the largest market out there but NOT the market Oracle and SAP are after and NOT an area where MSFT has effectively pursued thus far. There is in effect an indirect collaboration between N and AUDC by way of the Five9 software N incorporates.

 
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