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  • rastarich rastarich Mar 4, 2013 2:20 PM Flag

    wrote those calls again Friday

    weekly 185's ... hope they don't call away my stock! what happened to filling gaps??I am back to Hold at the new highs ....

    Meanwhile I hate to see another investor fooled by GAAP. Prudent.I, it is you. Look at the annual amount of "Assets" for a realistic idea of how SFDC is doing. SFDC sells the next "mainframe", the next "Windows". There is a huge barrier to entry and it is too late for even the strongest to compete and defeat them in cloud computing. Second place is still up for grabs; cold comfort.

    The obvious move for a sleepy giant like IBM is to buy SFDC while it still is buyable. I said the same years ago, but now the takeover window is closing fast, as the market cap skyrockets.

    Sentiment: Hold

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