Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Five9: Buy the dip — Amazon entry is validation, not threat — Needham (16.16)Needham is a buyers of FIVN on recent weakness (~12.5% lower over two days) driven by the formal announcement that AMZN has released a commercial Cloud contact center product. They believe the initial reaction in FIVN's stock over the last two days signifies a significant competitive threat opportunity, but their review of the initial AMZN functionality and Go-To-Market strategy suggests the AMZN product will not compete effectively in the enterprise customer segment that FIVN has come to dominate over the last 18+ months. Rather, they believe the correct view of this new entrant is one of large end market validation and suggests FIVN's growth profile can have a long tail given its low penetration of a $20B+ market that remains almost exclusively as perpetual license software today.</td> </tr></table>"