• Sunil Shah
    $VMW trounced on miss rev forecast. $CRM and this chart are almost identical as 'cloud plays' . IS $CRM next? The hour cometh...
    Reply (3)
    • Hank Rearden Jr: The fact that CRM was up $4 on news of the split and down only $3 after VMW's trouncing makes me think we might have a ways to go yet
    • Hank Rearden Jr: and the fact too that an already overpriced AMZN was rewarded for mediocre results yesterday
    • Sunil Shah: yup $amzn shows the irrationality of growth names today. but look at $aapl. i can hope lol!