Published: 28 August 2009
Analyst(s): Bruce Richardson
Early last week, I spent a morning reviewing SEC filings and Seeking Alpha transcripts for the most recent earnings calls from Epicor, QAD, and NetSuite. I wanted to see how well the two on-premises vendors were doing relative to the ERP-in the-Cloud company. A quick note: Most readers think of vendors like NetSuite as a software-as-a-service (SaaS) or on-demand provider, but I'm going to use the cloud nomenclature, since the term is rapidly replacing the other descriptions in vendor presentations.
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