Koplowitz believes that strategy the company has outlined and is acting upon "is absolutely the right one, and they have the right team to execute on it."
"If they do it well, they're in a great position for a long time," he said.
But a key question is whether enough customers will take the plunge along with Box, as it puts in place what it considers a next-generation content management platform in the cloud for enterprise collaboration.
"Will this market open up enough and let Box lock in long-term relationships with customers willing to pay the right price for what Box is building, so it can cover the investment it has made in sales and marketing to acquire these customers?" Koplowitz said. "The clock is ticking."
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