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jcg43210@gmail.com

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  • Midday top 10 gainers /Losers [View news story]
    Difficult to believe that the tax accounting use---and statements that are misleading---can skyrocket this stock. WOW---It's still trading at 100x earnings. I'd sell anything I own at the price multiple.
    Aug 30 01:11 PM | Likes Like |Link to Comment
  • "Oracle (ORCL) looks like it got the best of the Salesforce (CRM) partnership," says ZDNet's Larry Dignan after reviewing the details. Not only is Salesforce set to buy plenty of Oracle hardware/software over 9 years, it won't be easy for it to dismiss Oracle's cloud apps when it's using them, and (given integration plans for Oracle's cloud HR/ERP apps) the deal will alienate Salesforce partner Workday (WDAY). Cowen offers similar views, but also sees the deal "as an admission on Oracle's part that its salesforce cloud offering can't compete." BI's Julie Bort, noting Salesforce just hired former Oracle exec Keith Block to be its sales chief, suspects Salesforce got a good deal from Oracle, which was likely hungry for a big hardware reference win. [View news story]
    So---does anyone think the gap at $27 will be filled???Where are we going now???
    Aug 18 12:51 PM | Likes Like |Link to Comment
  • Adobe (ADBE) responds to Salesforce's (CRM) deal to buy ExactTarget in a big way, agreeing to purchase French ExactTarget rival Neolane for $600M in cash. Neolane, whose acquisition comes a year after Adobe paid $400M to buy online ad buying platform Efficient Frontier, develops software that lets businesses integrate offline and offline data to created automated ad campaigns; the company claims 400 customers. On top of ExactTarget, Neolane competes with Marketo (MKTO), Responsys (MKTG), and Oracle-acquired Eloqua. The company will be added to Adobe's Marketing Cloud unit, which posted 18% revenue growth and 25% bookings growth last quarter. [View news story]
    CRM----on it's way to closing the gap at $27. Don't say i didn't tell you.
    Jun 27 04:56 PM | Likes Like |Link to Comment
  • "Oracle (ORCL) looks like it got the best of the Salesforce (CRM) partnership," says ZDNet's Larry Dignan after reviewing the details. Not only is Salesforce set to buy plenty of Oracle hardware/software over 9 years, it won't be easy for it to dismiss Oracle's cloud apps when it's using them, and (given integration plans for Oracle's cloud HR/ERP apps) the deal will alienate Salesforce partner Workday (WDAY). Cowen offers similar views, but also sees the deal "as an admission on Oracle's part that its salesforce cloud offering can't compete." BI's Julie Bort, noting Salesforce just hired former Oracle exec Keith Block to be its sales chief, suspects Salesforce got a good deal from Oracle, which was likely hungry for a big hardware reference win. [View news story]
    CRM heading to fill the gap up at 27-----here we go. Dow/SP correction will get us there.That's a possible buy point.
    Jun 25 06:33 PM | Likes Like |Link to Comment
  • A day after announcing a software/cloud services partnership with Microsoft, Oracle (ORCL -0.6%) has announced a 9-year deal with occasionally bitter rival Salesforce (CRM +1.4%). Salesforce "plans to standardize" on Oracle's database software, Linux OS variant, high-end Exadata database systems, and Java middleware. Meanwhile, as an NYT report indicated, Oracle will integrate Salesforce's cloud apps with its own apps. However, it looks as if integration is limited for now to Oracle's Fusion cloud HR and ERP apps. (PR[View news story]
    CRM is going to close the gap at 27. This partnership will not stop that decline.
    Jun 25 03:31 PM | Likes Like |Link to Comment
  • With Larry Ellison (ORCL) having spilled the beans about pending cloud partnership deals with rivals Microsoft (MSFT), Salesforce (CRM), and NetSuite (N) during Oracle's FQ4 call, Microsoft has sent out invites for a Monday event featuring top Oracle and Microsoft execs. Ellison's remarks suggest said rivals are due to announce their cloud services will support Oracle's new 12c database, whose multi-tenant support makes it better-suited for public cloud services than predecessors. A Microsoft partnership is notable given the company's SQL Server database is arguably 12c's biggest rival, and suggests Redmond doesn't want to hamper Windows Azure demand by taking a Microsoft-only software approach. (more on Oracle[View news story]
    CRM is going to fill the gap at 27. Look out below.
    Jun 21 02:42 PM | Likes Like |Link to Comment
  • Salesforce (CRM) has followed up on the ExactTarget deal by acquiring EdgeSpring, a startup that's fresh off releasing a business intelligence/analytics software platform that can handle both structured and unstructured data. The deal, which likely cost a lot less than the $2.5B paid for ExactTarget, could bolster Salesforce's Data.com unit, and makes sense in light of SAP and Oracle's efforts to merge analytics with CRM software. [View news story]
    Going to 28!!!Nice Short--even now.
    Jun 11 12:51 PM | Likes Like |Link to Comment
  • Salesforce.com - Investors Are Disappointed With Yet Another Expensive Dilutive Acquisition [View article]
    Looks like we are going to 27---to fill the gap there.
    Jun 4 02:46 PM | 1 Like Like |Link to Comment
  • LinkedIn's (LNKD -9.9%) below-consensus guidance is likely conservative, Goldman declares as the company gives back some of its giant 2013 gains. Goldman might be right, but investors have already come to expect big earnings beats. The sell-side is staying positive, arguing long-term growth drivers - strong user growth, recruiting share gains, higher engagement, etc. - remain intact. Not accounting for post-earnings estimate changes, LinkedIn currently trades at 87x 2014E EPS and 9.4x 2014E sales. Considering how share-losing rival Monster (MWW +4.6%) is performing, a strong NFP report may be limiting today's decline. (previous) (transcript[View news story]
    Again, good analysis...This stock should be below $100. Wow, if you are in it!!
    May 3 12:43 PM | Likes Like |Link to Comment
  • LinkedIn Like Microsoft And Baidu - Watch Out Below [View article]
    This stock should be selling at $100 or less. People should understand the very good reasons set forth in this article. Good job!!!Not emotion, logic...Sell, Sell, Sell
    May 3 12:43 PM | 1 Like Like |Link to Comment
  • More from LinkedIn's (LNKD) CC: Q1 EPS was lifted by tax credits and lower-than-expected R&D spend, but spending pace about to pick up (plenty of new hiring, and also data center expansion). Early uptake for LinkedIn's new Contacts app (available both on Web and mobile) is said to be very strong, and likes/comments on the core mobile apps are said to have risen 40% since a recent revamp. Record number of new users added in Q1, and the base has thus far risen to 225M (from 218M) in Q2. LinkedIn's Sales Navigator product is still in its early stages. (previous[View news story]
    People should sell this stock...and stay away from it. WOW. This stock should be $100 a share.
    May 3 02:56 AM | Likes Like |Link to Comment
  • Mentioned during LinkedIn's CC: Ad revenue growth will be affected near-term by LinkedIn's transition to sponsored news feed updates (similar to Facebook's Sponsored Stories) - management says it's working to "improve" its ad business model. Also, the impact of a recent price hike for LinkedIn's Recruiter product will be gradual. Talent Solutions customers grew by 1,700 in Q1 to 18K+ (2,400 added in seasonally strong Q4). ARPU higher though 27% of clients are now SMBs (24% a year ago). 30% of visits now from mobile, but PC page view growth still 31%. LinkedIn insists its ad prices remain strong in spite of the mobile shift. LNKD -10.4% AH. (Q1: I, II[View news story]
    This stock should be $100...even that would be high.Sell, sell, sell
    May 3 02:52 AM | Likes Like |Link to Comment
  • More on LinkedIn: No explanation for guidance; with shares up 76% YTD, expectations were high. Q1 numbers solid, even if growth is slowing from sky-high levels: Talent Solutions (jobs) revenue +80% Y/Y (+90% in Q4) and 57% of total; Subscriptions +73% (+79% prior) and 20% of total; Ads +56% (+68% prior) and 23% of total. U.S. 62% of sales, same as Q4. 218M registered users, up 16M Q/Q. Monthly unique visitors +14% Q/Q to 132M per comScore, LinkedIn claims 170M+. ComScore estimates page views rose 13% Q/Q to 11.1B (higher engagement). Costs/expenses +69% Y/Y due to sales/R&D investments. LNKD -7.9% AH. (PR) (slides[View news story]
    This stock should be 100. I feel sorry for people who hold this equity. I'd dump it.
    May 2 04:57 PM | 1 Like Like |Link to Comment
  • Salesforce (CRM) announces a $1B offering of convertible senior notes due 2018. The company says it will use the proceeds for "general corporate purposes," possibly including acquisition. The announcement comes less than 2 weeks after Marc Benioff promised Salesforce will be aggressive on the M&A front. Salesforce had $521M in convertible debt as of Jan. 31, and $1.77B in cash and investments. [View news story]
    This should make this stock go down. Can't people se---Wow---double Wow. Short this baby.
    Mar 12 07:16 AM | Likes Like |Link to Comment
  • More on Salesforce's FQ4: Deferred revenue balance +35% Y/Y to $1.86B, a little above rev. growth. Unbilled deferred revenue +59% to $3.5B (suggests major long-term deals were signed). Free cash flow +18% Y/Y to $231.5M, or $1.60/share. Americas revenue +34% Y/Y and 70% of total. Europe +37%, Asia-Pac +17%. Headcount +482 Q/Q to 9,801. Gross margin flat Y/Y at 78%. Sales/marketing spend +33% to $436M. Was +41% in FQ3 - slowdown contributed to EPS beat. R&D +50%, G&A +23%. CRM +4.9% AH. CC at 5PM ET (webcast). (PR[View news story]
    Can't believe the increase on basically the same earning???if you call it earning from last year. Wow!!!Double Wow. When this stock goes down...it'll be like an anchor.
    Mar 1 06:55 AM | Likes Like |Link to Comment
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