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No. of Recommendations: 2
Fair enough. Siebel brought his team from Siebel days :), So the team knows how to build enterprise applications. The real challenge is ERP markets are pretty saturated, and it is going to be difficult for them to break in. They have cash, strong management, pretty good board.

I am worried about their SGA, from 50% of sales to now it is over 100% of sales. Yet the revenue growth is not that great. I hope they are not going to burn through all that cash, instead focus on balanced growth. If you are going to have SGA over 100% of revenue then you should be growing north of 70%, 80%.
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