Dangerous, page-42

Dalibor, Sirtex is one you might want to look in to (as an example)

LNG is another with greater revenue potential.

The major big difference between these two and Xero is the net profit margins, Xero is obviously going through an investment stage but to compete with Intuit is not cheap now or ever, I think what Xero's share price is pricing in now is the immense competition and I personally don't think its profitable to be in this business and be second best, all or nothing because over time competition will eat you up.

Who knows, they might get bought out down the track..... I think that's the long terms holders' greatest chance of significant returns.