Salesforce.com (CRM)

All Comments on CRM

  • commenter
    Josh
    Thompson2222
    2
    Apr 18 05:43 PM
    Why Microsoft (Yes, Microsoft) Could Dominate Software-as-a-Service [view article]
    As long as MSFT has the 'poor me' attitude of the article's responders, Google will win. Luckily, MSFT has the attitude of 'we will respond' GOOG won a battle but the war never ends.



    Reply
  • commenter
    Gramps
    Apr 17 06:27 PM
    On-Demand Software Stocks: The Bottom or More Pain? [view article]
    Rick, so what do you think about LOOP now that it is hovering around $11? Reply
  • commenter
    GregY
    Apr 17 11:20 AM
    My Website
    Why Is Salesforce.com’s S&M Expense So High? [view article]
    Am I to infer that the ratio of CRM Sales/Marketing to R&D expenses should not be compared to other S/W companies, but viewed as a sum of all members of their "ecosystem"? Presumably members of ApplicationsXchange platform care disproportional share of their sale expenses because CRM doing their heavy lifting. Perhaps it is reasonable suggestion, but lack of transparency kills any opportunity of comparative analysis for risk/reward. Reply
  • commenter
    TradeRadarOp
    erator
    Apr 17 09:50 AM
    My Website
    IBM: Is It Really a Tech Tell? [view article]
    I agree with your comments on IBM (see a post I wrote on the same subject last quarter: blog.trade-radar.com/2...)

    In any case, tech as an industry is far too fragmented and comprised of so many small companies, these huge bellwether stocks can't really be representative.     Reply
  • commenter
    ponchovilla
    Apr 17 08:46 AM
    IBM: Is It Really a Tech Tell? [view article]
    Is any company a proxy for tech, banking, housing or the economy? The talking heads will proclaim yes and goldilocks marches on. We live in a sound bite headline grabbing "entertainment&qu... world. The lambs will follow. In reality each stock must be evaluated on it's own merits. Would I buy AMD because Intel looks attractive vs "revised expectations"? Would I buy ALU, NT because IBM had decent performance? Would I believe MER is a buy because the market has discounted all or most of the sub-prime issues? Some skepticism is good, cynicism is not. You're making good points. Come back to this in one month, two months, one year. Reply
  • commenter
    Dana Gardner
    Apr 16 09:32 PM
    My Website
    The Gathering Clouds: Reconceptualizing Data [view article]
    Marcel: Please step to the front of the class. Reply
  • commenter
    seeksome
    Apr 16 07:07 PM
    My Website
    IBM: Is It Really a Tech Tell? [view article]
    The real date to see how things are going will be on the 23rd when Apple's numbers come out.To get Apple accessories cheap go to:
    seeksomehting.com     Reply
  • commenter
    Skin
    Apr 16 06:55 PM
    IBM: Is It Really a Tech Tell? [view article]
    You idiot! The market is begging for positives. We get a semblance of one and you shoot at it. Let the sum shine you fool. I could continue to mix metaphors, but you get the idea. Let maket equilibrium have its way. Reply
  • commenter
    Marcel
    McSweeney
    Apr 16 06:07 PM
    The Gathering Clouds: Reconceptualizing Data [view article]
    The transition appears to be acknowledging value in sharing data rather than focusing on hiding it as a trade secret because there is synergy in sharing. There is also the simultaneous goal of hiding data as a trade secret.
     Reply
  • commenter
    Gorby
    Apr 16 03:37 PM
    The Gathering Clouds: Reconceptualizing Data [view article]
    Great observation Historian1. We suffer from the conceit that somehow we are smarter or less prone to human foibles than our predecessors. All that changes is the hardware. The "wetware" is the same.

    Case in point: every new technological advance in imaging or media is almost immediately used to produce porn.     Reply
  • commenter
    WAKEUP
    Apr 16 02:04 PM
    Why Microsoft (Yes, Microsoft) Could Dominate Software-as-a-Service [view article]
    "Hey, Joe, where you goin', with that gun in your hand?" - - - It's too late to hire out as gunslinger-in-residenc... for Microsoft. Google will run them out of town, by sundown. Reply
  • commenter
    Marcel
    McSweeney
    Apr 16 01:00 PM
    The Gathering Clouds: Reconceptualizing Data [view article]
    To Historian1, I wish it were that simple, but then i don't because it would be too boring.
     Reply
  • commenter
    deaverb
    Apr 16 10:37 AM
    My Website
    Why Microsoft (Yes, Microsoft) Could Dominate Software-as-a-Service [view article]
    The author has identified the trend of old line high priced software companies moving over to the B2B space to escape pricing pressure in the consumer space, a la Clayton Christiansen's The Innovator's Dilemma, of simpler and cheaper winning (e.g., iTunes, Netflix, Google--the champion, and Simply with near free software--$1.99 to $3.99, doing an office suite, checkwriting program--both challenging MSN office on one side and Intuit Quicken on the other).

    With the consumer 70% of the economy and growing, and B2B 30% and declining, and more businesses "buying" like consumers (e.g., using Quill.com not office supply companies; etickets--ehotels--cre... card payments--etc) the "real" B2B numbers are lower (Simply uses Quill.com, Expedia, Cheaptickets, hotel.com, etickets, credit card payments for business purchases--not just T & E, retail customer payments via credit card, our own openoffice suite, Simply Money checking for businesses, google.docs--instead of a fancy B2B program, etc. and so on).

    Nature abhors a vacuum. As Christiansen says, "Those that come in low, move up." Canon, Toyota did this--and MSN and INTU in its youth did so too. As Robert Townsend said in Up The Organization, "If they did then, what they do now, they wouldn't have gotten to now." B2B is the siren song for MSN. Google must be throwing a very big party!     Reply
  • commenter
    RKoo
    Apr 16 09:51 AM
    Why Microsoft (Yes, Microsoft) Could Dominate Software-as-a-Service [view article]
    Would be nice to see some projected number. The investors are worried as SaaS replaces server license revenue. As companies switch to hosted exchange server, the number of exchange server licenses drops. Will hosting companies stop the drop and add the # of exchange server licenses? Explosion of MID devices and cloud computing will reduce the need for Windows desktop licenses also. Reply
  • commenter
    Historian1
    Apr 16 08:02 AM
    The Gathering Clouds: Reconceptualizing Data [view article]
    To solve the riddle you present, don't look to the future; look to the past. Discern how emerging technology has shifted power in throughout history, and one can generally extrapolate into the future.

    Ask yourself what were the effects of these disruptive information technology events:
    1- Gutenberg's press
    2- universities, schools
    3- cheap paper/pen
    4- postal/internet services
    In all cases these items have reduced the cost to produce/receive information.

    Those with little power have access to the same information as those with much power, yet the powerful continue to hold to find creative ways to hold onto their power. How did they do it?

    The short answer is that nothing has changed in the history of humanity. Those who are adept at forming groups to obtain the currency of power, which in our time is "information"... are the ones who will hold power. The long answer requires reading of Marx and Michel Foucault as they both offer deep insight into the methodology of how groups form to control the flow of information. Marx used a 'bourgeois' model. MF pointed to rituals and the privilege to speak.

    The only thing that one can guarantee is that human nature has not changed. Groups will be formed to control the quantity and quality of information to seek/hold power. Historically, religious groups and women have been most adept at this and it is likely to continue. Corporation are notoriously bad at this task, as their time horizon to seek/hold power is too short.

    Food for thought ...     Reply
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