Joe2

The Salesforce.com Bubble is Ready to Burst

The animosity between Marc and Larry is a non issue in my mind. I do not buy that as a reason for not purchasing. Larry is way too focused on his company's success and if CRM fits in that plan, he would buy it. The more interesting question is does he need to, and if so why? Isn't it more valuable to consider an outright purchase of NetSuite (yes I know he owns a majority of it but due to conflict of interest, he cannot directly control what the company does or does not do).

Also, Marc Benioff's share sales seem to be a pre-arranged trading arrangement. He is selling 10,000 shares at roughly the same time, every day without exceptions. That does not seem like "dumping" to me...