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Salesforce.com: Clearly Mediocre

Again this is just opinion with very little analysis.There have been no major spikes in management selling off shares - its been spread out since they went public. My initial reaction was to the 1st post. Basically this individual made genuinely misleading statements. Its a matter of opinion whether stock is undervalued or overvalued. I believe it is the former - but I do not think that to hold either view is ludicrous. The market decides the value at any point in time and we can all be wise but none of us get it right all the time. Hence a stock valuation is rarely ludicrous - its all about timing and revelation. I've been listening to these objections for the last 5 years and everyone who talks the stock down has been proved incorrect thus far. However - my objection is to individuals with vested interests deliberately misleading the public and Dimitriy has a vested interest in CRM and also in a competitor, MSFT.

Salesforce.com: Clearly Mediocre

I don't think you've added anything to the discussion there George. Please go away and waste your time in chatroom or somewhere else worthy of your discourse. LOL

Salesforce.com: Clearly Mediocre

Actually I meant to say 208% above its 52 week low. Luckily pseudo-analysitis is not infectious so i'm correcting the typo here.

Salesforce.com: Clearly Mediocre

To finish that comment: The current price is 45 USD i.e. just under 11% short of the 52 week high and almost 208% ABOVE ITS 52 WEEK high. Analyse that Dmitriy!

Salesforce.com: Clearly Mediocre

Normally I do not reply to uneducated comments like this. If there's anyone out there surfing the net for tips on what direction stocks will go, please closely note this man's name "Dmitriy Vilenskiy". As I type this the value of the stock is around 45 Euro. Wrong call Dmitriy. You join a short but very undistinguised line of individuals who do not know what they are talking about.

1. "CRM software is a nicely bundled address-book / report generator / forecaster package that is becoming an ever competitive field among powerhouse companies like Oracle and Microsoft."
Salesforce.com has by far and away the best online CRM system in the world. There has never been anyone in their league at any given point in time. They've been taking business off 'powerhouse' stodgy companies like Oracle and Microsoft for years now. No other company played a larger part in destroying Siebel - which was the largest CRM company ever. Salesforce.com has since launched the AppExchange - this now has about 600 different applications and over 250 partners selling their products off it - from Adobe to bigmachines to Google - companies of all different sizes selling all kinds of hosted services - from financial services to project management to web conferencing tools. This is what's changing the nature of the software industry.

2."Salesforce is absurdly priced in the $40 because of a misunderstanding of what “mutually market and promote the use of Google AdWords along with Salesforce's customer relationship management platform” really means."
Absolutely Incorrect. The stock had been above 50 USD and moved in the range of 40 to 50 before any rumours had arisen. Google is a miniscule part of what Salesforce.com does. That partnership, however, will strengthen in the future. If you cannot see that then you do not understand the markets these 2 companies operate in.

3. "In an economic downturn, small and medium sized companies will shy away from intricate CRM software and choose to continue using their Microsoft Office Suite or a combination of other software."
Really. So how come it was launched in 1999 and showed stellar growth right through a time when new dot coms were dying like flies. Again your pseudo-analysis bears no relation to reality and hard facts.

4. "At 3,660 P/E ratio and PEG ratio of 77, CRM does not deserve such a high price tag. Currently at 13% below the 52-week high, it will surely continue to drift lower."
Are you really trying to educate people with this? This is a company with 646,000 subscribers (paying individuals) and over 30,000 customers (paying companies). The company was founded in 1999. Whoever is paying you to write this should find someone a little more intelligent - to put it mildly. Again your pseudo-analysis is deliberately misleading. The 52 week range is 21.64 to 50.43 (as it was when you published this diatribe). The current price is 45 USD (