Comments on Dmitriy Vilenskiy's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/dmitriy-vilenskiy/articles http://seekingalpha.com/article/104663-norfolk-southern-railroads-may-struggle-to-maintain-strong-performance?source=feed#comment-338925 338925 Fri, 26 Dec 2008 17:12:25 -0500
Those railroads will not get to keep their stock prices throughout all of this. They are an easy short and hold.]]> http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-300456 300456 Fri, 07 Nov 2008 17:40:36 -0500 it's a year and a half later and dimitriv called the stock price almost exactly. you should be more circumspect in questioning other people's intelligence.]]> http://seekingalpha.com/article/104663-norfolk-southern-railroads-may-struggle-to-maintain-strong-performance?source=feed#comment-299930 299930 Fri, 07 Nov 2008 07:49:22 -0500
Given everything happening in midwest mfg and steel, can't see the wisdom in the market periodically running it up.

Will look for reasonable re-entry point following realization of this article's predictions.]]> http://seekingalpha.com/article/44285-northrop-grumman-irobot-aerovironment-three-defense-stocks-to-watch?source=feed#comment-215772 215772 Sun, 27 Jul 2008 13:51:06 -0400 http://seekingalpha.com/article/42972-skins-footware-a-next-generation-crocs?source=feed#comment-201025 201025 Tue, 08 Jul 2008 20:27:23 -0400 http://seekingalpha.com/article/44285-northrop-grumman-irobot-aerovironment-three-defense-stocks-to-watch?source=feed#comment-93528 93528 Robot Stock News. Here are some posts on the Talon SWORDS robot and tons of posts on the iRobot PackBot. -Thorn [SA Editor: Article has been revised.]]]> Mon, 13 Aug 2007 07:18:04 -0400
iRobot makes the PackBot, which is primarily for bomb disposal but has been expanded to look at other missions, including bomb sniffing, sniper detection, and more. The company has a larger robot coming out next year, the 250-pound iRobot Warrior, which can be fitted with guns and missiles, and a smaller robot, the 25-pound SUGV, which is part of the Future Combat Systems. A partnership with Boeing will bring a variant of the SUGV to market next year.

For more info, pics and videos, check out my iRobot blog, Robot Stock News.

Here are some posts on the Talon SWORDS robot and tons of posts on the iRobot PackBot.

-Thorn

[SA Editor: Article has been revised.]]]> http://seekingalpha.com/article/42972-skins-footware-a-next-generation-crocs?source=feed#comment-92591 92591 Wed, 01 Aug 2007 07:45:12 -0400
You can find images and more info on the product all over the internet, here's an interesting clip: youtube.com/watch?v=49...]]> http://seekingalpha.com/article/42972-skins-footware-a-next-generation-crocs?source=feed#comment-92537 92537 Tue, 31 Jul 2007 11:02:07 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-90119 90119 Mon, 02 Jul 2007 07:35:16 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-90092 90092 Sun, 01 Jul 2007 17:02:39 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-90036 90036 Sat, 30 Jun 2007 12:27:27 -0400
All longs including Institutions are HOPING that Salesforce.com will all of a sudden 5 fold its earnings and in the meantime senior management is unloading its shares by the millions. This company is walking on a tight rope above the Niagara Falls.]]> http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-89918 89918 Thu, 28 Jun 2007 13:54:25 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-89916 89916 Thu, 28 Jun 2007 13:34:23 -0400
Simply ignoring P/E ratios is just as laughable as your 'analysis.' The fact is that at some point companies like Yahoo, Ask Jeeves, and many others were trading at 1000 P/E ratios and we all know what happened next. Paying subscribers is not enough, you gotta bring revenues.

The fact that this stock is 200% above its 52-week low, can certainly be viewed as indicative of its overvalue given its earnings. As for uneducated comments, I see no value in your pseudo analysis...]]> http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-89902 89902 Thu, 28 Jun 2007 11:32:09 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-89900 89900 Thu, 28 Jun 2007 11:28:23 -0400 http://seekingalpha.com/article/39639-salesforce-com-clearly-mediocre?source=feed#comment-89899 89899 Thu, 28 Jun 2007 11:23:50 -0400
1. "CRM software is a nicely bundled address-book / report generator / forecaster package that is becoming an ever competitive field among powerhouse companies like Oracle and Microsoft."
Salesforce.com has by far and away the best online CRM system in the world. There has never been anyone in their league at any given point in time. They've been taking business off 'powerhouse' stodgy companies like Oracle and Microsoft for years now. No other company played a larger part in destroying Siebel - which was the largest CRM company ever. Salesforce.com has since launched the AppExchange - this now has about 600 different applications and over 250 partners selling their products off it - from Adobe to bigmachines to Google - companies of all different sizes selling all kinds of hosted services - from financial services to project management to web conferencing tools. This is what's changing the nature of the software industry.

2."Salesforce is absurdly priced in the $40 because of a misunderstanding of what “mutually market and promote the use of Google AdWords along with Salesforce's customer relationship management platform” really means."
Absolutely Incorrect. The stock had been above 50 USD and moved in the range of 40 to 50 before any rumours had arisen. Google is a miniscule part of what Salesforce.com does. That partnership, however, will strengthen in the future. If you cannot see that then you do not understand the markets these 2 companies operate in.

3. "In an economic downturn, small and medium sized companies will shy away from intricate CRM software and choose to continue using their Microsoft Office Suite or a combination of other software."
Really. So how come it was launched in 1999 and showed stellar growth right through a time when new dot coms were dying like flies. Again your pseudo-analysis bears no relation to reality and hard facts.

4. "At 3,660 P/E ratio and PEG ratio of 77, CRM does not deserve such a high price tag. Currently at 13% below the 52-week high, it will surely continue to drift lower."
Are you really trying to educate people with this? This is a company with 646,000 subscribers (paying individuals) and over 30,000 customers (paying companies). The company was founded in 1999. Whoever is paying you to write this should find someone a little more intelligent - to put it mildly. Again your pseudo-analysis is deliberately misleading. The 52 week range is 21.64 to 50.43 (as it was when you published this diatribe). The current price is 45 USD (]]>