User 468492

Salesforce.com: Absurdly Overvalued

Are you serious? You would stay short this stock 3 years? It could be at $300 in 3 years before eventually leveling off. Good luck!


On Nov 07 07:05 AM Sunil Shah wrote:

> The momentum mojos are right in one respect: a value approach can
> predict, with reasonable confidence WHAT will happen, not WHEN it
> will happen. But guys, the ultimate criterion will be based on rationality
> (as it was during the 99 dotcom frenzy, as it was in homebuilder
> stocks); reason will prevail and reason clearly dictates this stock
> has run two maybe three years ahead of itself, in an future environment
> as fickle and as capricious as a cloud!! Can you say with reasonable
> conviction SFDC will maintain its 35% rev growth rate for 3 years?
> IN THIS TOTALLY TURBULENT CLOUDY WEATHER? Time will tell, lets talk
> in two years. I will weather the rain until then.