calvino

Google and Salesforce: Why Don't They Just Merge?

It's true, you are right, Google had 200 million of sales last year for their online apps. They are really crushing SAP, Oracle and MSFT. And you are right there with them. Larry Ellison and Bill Gates and Henning Kagermann tremble at the sound of your name. Can you do a laptop review next week, mine is getting old and I don't know which one to get thanks in advance, and don't do any more finance, ok, just stick to software reviews.

Salesforce: Pricey, Despite Its Strong Results?

What was Canaccord's last price target for Google?

Perhaps it may be more sage to buy Oracle at one tenth the earnings ratio, since ORCL is going to be completely focused on offering their huge installed client base 'cloud' computing. That;s why they bought Siebel. But that's just me. Aw heck, I could just buy Google at one at one sixths the P/E and they really don't have any competition. But that's just me. Remember, at Canaccord, it's your money, as opposed to their money. Every analyst should really back up his calls with some cash - but then mature companies with a 180 forward p/e would not exist. Don't kid yourself, Salesforce is barely passing for a teenager now. The growth spurt is behind.

Salesforce.com: Ticking Time Bomb

That's better and I'm glad you are making up for your bull call on EJ. I do not like to get personal with shares, however the lie put out as rumor of an Oracle takeout on Monday was outrageous. Especially since the rumor went that CRM approached Oracle for a 75 dollar takeout. Just friends and family getting out at the expense of little guy. The company, if it had any integrity whatsoever, should have denied the rumor publicly and immediately. Instead, they would rather spam everyone with two press releases a day about some drycleaners adopting their cloud nine architecture. Oracle has Siebel and Netsuite -why would they want to acquire CRM at a 50% premium? STupid is not a word I associate with Larry Ellison. So Mr. Benioff, time to stop spamming, and answering charges.

RightNow Proves 'Software as a Service' Isn't Perfect

CRM and N are trading at multiples that invite, beg, and compel every code writer to participate in the opportunity. Unless you think pepole like Bill Gates and Larry Ellison have lost their need for money, expect the crm startups to have to compete not only with each other, but with the heavies. Most are secretly counting on a huge buyout premium, however with softie haveing spent down it's entire cash hoard on a completely insane offer for a shrinking market company, there is a lot less money for takeover premiums. My best advice is to go back in time and get in the softie line for insane take out premiums. Maybe the insanely high barriers to entry will prevent further competition. Light Java code is a very rare and capital intensive skill, so there is no way I could go to India or Eastern Europe and start one of these companies for 5 million.