TechInvestor

Salesforce.com: Ticking Time Bomb

History has shown that this stock typically trades based on the following premise:
- CRM has a market share lock on a large mid-market software opportunity
- People have talked about competition for years but few have made a dent in CRM's dominance - the longer this holds true the better the stock does
- Oracle is a hungry acquirer that actively sucks up such companies
- Oracle will eventually pay a nice premium for this strategic asset irrespective of valuation
- When the winds of acquisition seem less likely the stock modestly succumbs to valuation pressure
- When the winds are high - the stock flies
- We'll see....