This is a Microsoft and Apple story in the making.
I agree with you.
Sentiment: Strong Buy
100% agree, and I been saying it here for years. But Larry has personal feelings because Marc left Oracle and started SFDC. larry wants to win, not admit defeat.
MB thinks his company is worth a lot more than any sane person or company would have been willing to pay for it even two or three years ago.
If CRM falls to 50 (12.50 post split), Larry Ellison might come in with an offer of $15-$17 per share.