Nelson has his eyes on the prize: $1 billion in annual revenue. Thanks to a hot niche -- business software delivered via the Internet -- he may achieve his goal. (Revenue for the last four quarters rose 28% to $288 million.) Investors are bullish: Shares of NetSuite ( are up some 56% this year. --SNM )
He's a pro-customer, tightfisted risk-taker who is conditioning Wall Street to embrace his erratic earnings. If you're running a business with high margins - watch out.