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BTW, CRM won't be bought out by a company such as IBM, which is developing their own cloud computing. This won't be a repeat of the BNI buyout. The major difference is valuation. BNI had a modest valuation. CRM is overvalued, IMHO. There are too many tech companies working on their own cloud computing. BNI has assets, including rails that aren't easily replicable for less than it cost to buy BNI. Cloud computing development is replicable at lower costs than buying CRM. That's the difference. I didn't have a position in STEC, but could CRM look more like STEC after earnings?
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| Subject | Author | Rating | Time of Post (ET) | ||
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BRIEF-RESEARCH ALERT-Deutsche Bank raises targets on U....
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msinnemann | (2 Ratings) | 8-Oct-09 12:27 pm | ||
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i am sorry for you shorts
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ssamir_44y | Rate it | 8-Oct-09 12:45 pm | ||
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Where's the dividend?
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ptrck_crott... | Rate it | 8-Oct-09 02:50 pm | ||
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LOL///screw the dividend...This is a gro...
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ihopped | Rate it | 8-Oct-09 05:45 pm | ||
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If its such a great growth stock th...
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ptrck_crott... | (2 Ratings) | 8-Oct-09 06:00 pm | ||
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LMAO....Because they can.
I...
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ihopped | (1 Rating) | 8-Oct-09 06:41 pm | ||
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You're right! At $.10 EP...
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bull_mine | Rate it | 8-Oct-09 10:41 pm | ||
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if ceo does anything the ...
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ssamir_44y | Rate it | 8-Oct-09 10:41 pm | ||
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The valuation (PE) i...
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inapgoeshig... | Rate it | 10-Oct-09 11:12 am | ||
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Its no differen...
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ptrck_crott... | (2 Ratings) | 11-Oct-09 01:00 am | ||
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That could be c...
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everfoxy | Rate it | 12-Oct-09 09:15 am | ||
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Hahaha! Gl...
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msinnemann | Rate it | 12-Oct-09 10:06 am | ||
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Are y...
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everfoxy | Rate it | 4-Nov-09 12:23 pm | ||
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Re: CEO will speak,stock go up
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everfoxy | Not rated | 4-Nov-09 12:30 pm | ||
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Rig ht...
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msinnemann | Rate it | 5-Nov-09 12:56 am | ||
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$121 is fine for me at year end!!!
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msinnemann | Rate it | 16-Oct-09 02:22 pm | ||
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With earnings on 17.November beating estimates thi...
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msinnemann | Rate it | 4-Nov-09 11:26 am | ||
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Nice gap to fill to $80!
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strategyinv... | Rate it | 20-Nov-09 10:27 am | ||
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Don't worry I allways trust the Dt. Bank!
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strategyinv... | Rate it | 20-Nov-09 03:56 pm | ||
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If this is fine for Dt. Bank than it is ...
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optionist00... | Rate it | 3-Dec-09 03:14 pm | ||
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I have confidence in the Deutsch Ba...
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strategyinv... | Rate it | 19-Dec-09 10:32 am | ||
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Let's break first $70 today!
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optionist00... | Rate it | 21-Dec-09 10:05 am | ||
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next move in 6 month
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ssamir_44y | Rate it | 21-Dec-09 11:50 am | ||
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