Comments by "S Suwandi" (@ssuwandi3240) on "Jefferies' bearish call on software stocks" video.

  1. Because MSFT was too much scaling up the next season would be about raising the margin. Any product with so so performance must go or sold out to competitors and pocket the initial goodwill. That will be the first catalyst am looking for. Just run the steps of cutting throat / losses if possible more progressive than the Feds.
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  2. Software stocks must consolidate in my opinion or transform the tiered pricing up to B2B level. Not sustainable with raising cost of capital
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