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  • Why Is Marc Benioff Presenting at Oracle Open World? [View article]
    I think it highly improbable that Oracle buys CRM. Why?

    -L Ellison holds a personal stake and there would be huge dissent from shareholders
    -It would negate Siebel acqtn, where ORCL has spent millions reconfiguring it as a SAAS entity also.
    -The ridiculous premium on CRM's valuation, which can only be justified due to the takeout rumours flying about for the past 2+ years.

    There is almost no way. The Oracle expo will finally unveil all the hype and the underlying reality of CRM. That's why it has been granted a pole position. But share keeps rising as half-baked rumours keep circulating. Market will take care of this in time.
    Oct 12 09:45 am |Rating: 0 0 |Link to Comment
  • Why Is Marc Benioff Presenting at Oracle Open World? [View article]
    I think it highly improbable that Oracle buys CRM. Why?

    -L Ellison holds a personal stake and there would be huge dissent from shareholders
    -It would negate Siebel acqtn, where ORCL has spent millions reconfiguring it as a SAAS entity also.
    -The ridiculous premium on CRM's valuation, which can only be justified due to the takeout rumours flying about for the past 2+ years.

    There is almost no way. The Oracle expo will finally unveil all the hype and the underlying reality of CRM. That's why it has been granted a pole position. But share keeps rising as half-baked rumours keep circulating. Market will take care of this in time.
    Oct 12 09:44 am |Rating: +1 0 |Link to Comment
  • A Recession-Proof Corner of the Tech Sector ('Entrepreneur Journeys' Book Excerpt) [View article]
    has the author paid any heed whatsoever to valuation when she claims CRM will continue to be 'successful'?
    Nov 03 06:48 am |Rating: 0 -1 |Link to Comment
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