techy

Still Bullish on Salesforce.com

sramana mitra...

how long is it going to take you to accept that this bear market is not right for overpriced stocks....how is the EMC or VMW play working for you?


CRM is completely bullshit stock...its some how kept pumped up by its holders who are mostly big fund managers, who refuse to book loss and keep looking for opportunties to squeeze the shorts.

some how big muscle shorts have not entered this stock....once they enter this stock it will be in 10s-20s.

trading at a p/e > 200 in a bear market.....well i am missing something, maybe they will grow their earnings 100% Q to Q for the next 2-3 years...

Could Dell and Salesforce.com Merge Someday?

yes saleforce.com will get acquired one day....maybe...when its stock is trading at $10 or less, the price it deserves for the earnings it is capable of bringing in.

salesforce.com: Riding SaaS Growth to Increasing Profits

yes they have grown earnings last three quarters because before that there was almost none to talk about.

its like saying that they grew 400%, when the truth is that their earning an year back was nothing.

as i said...i am waiting to see that explosive growth now that the expectation has already been built into the stock price.

what is the real barrier to a online application....give me 10 million and a year...and i will build you an exact replica of saleforcel.com

wait till the competition kicks in from oracle, Microsoft etc...

salesforce.com: Riding SaaS Growth to Increasing Profits

been hearing this since couple of years...but yet to see the earning growth.

crm is trading at 300 p/e, to even deserve their current price they need to grow earnings more than 10 times. or their stock has to fall to one fifth, what gives?