Seeking Alpha

tradingbeta's  Instablog

tradingbeta
6 Followers
2 Following
Send Message
Passionate on trading
View tradingbeta's Instablogs on:
  • Salesforce (CRM) And Autonomy's Similarity : Very High Sales And Marketing Costs

    Salesforce had around 55.5% sales and marketing costs of sales last year 3Q( don't know why they had so high marketing & sales costs).

    This year, salesforce had 55.7% sales and marketing costs this quarter. That is very interesting, why a software company has so high costs with sales and marketing. Salesforce should detail who the sales and marketing costs in each underline.

    Today HP accused Autonomy's accosting issue and virtually wrote down all the values left for Autonomy.

    HP said at least some portion of the cost on Autonomy's product, was booked as a marketing expense, not as cost of goods sold. Autonomy had only about 24% of sales and marketing costs for the quarter ended march 31 2011.

    Comparing to Salesforce's 55% sales and marketing expense. Autonomy is much better regarding to sales and marketing expense.

    Salesforce posted a risk for investors regarding to sales and marketing costs.

    It was allegedly hiding this by reporting some portion of the cost of those products as a marketing expense, rather than as a cost of goods sold.

    Read more: http://www.businessinsider.com/autonomy-accounting-fraud-allegations-explainer-2012-11#ixzz2CnzKlBgY

    Tags: CRM, CRM, autonomy, HPQ, high sales and marketing costs
    Nov 20 5:53 PM | Link | Comment!
  • Market Risks For The Next 12- 24 Months

    As I predicted market rally and back when S&P in 1120 around Aug 2011. We are know in our highest S&P since 2008 financial crisis.

    While FED is doing QE3 and ECB doing its own QE.

    Some of risks are notable here

    1) Potential Financial crisis in Japan for the next several years. A black swan event of Japan and China clashing on islands may accelerate Japan Yen bubble.

    2)Accelerated inflation which is beyond ECB or FED's tolerance.

    We will monitor these two risks closely and adjust our portfolio as well.

    Sep 24 5:41 PM | Link | Comment!
  • Market May Test 52 Weeks New High Because Of Extremely Risk Aversion

    Tomorrow JPM is going to announce the Q2 results.

    With strong USD, EU countries including Germany to PIGS countries will have a good trading data and benefit the cheap oil and EURO.

    The huge money went to save heaven US treasury bonds/bills.

    Some of the money might be regretted because of later better Q2 GDP.

    Q2 GDP might be around 3.0-3.5 for US and we will see a good rally after that.

    Jul 13 12:27 AM | Link | Comment!
Full index of posts »
Latest Followers

Latest Comments


Most Commented
Posts by Themes
autonomy, CRM, finance, high sales and marketing costs, HPQ, market-outlook
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.