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Salesforce.com, Inc Message Board

  • pierrevivelefrance pierrevivelefrance Apr 30, 2013 8:20 AM Flag

    I SEE THAT I HAVE ARRIVED AT THE CRM BASHING BOARD, IS THERE ANOTHER BAORD?,

    --------or is this one with the "pre-suicidal" posters the only one.

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • LOL! These idiots all think that CRM has no earnings now, and never made a penny. Meanwhile, the pros continue to accumulate the #1 company in the best niche of IT (cloud platforms).
      CRM showed great support in the 40 zone (pre-split 160) and paused for a bit to build a base as the shorters piled in. Did you notice the price stayed up as the short interest skyrocketed? The next short squeeze is due after earnings, although clearly a few were spooked early today.
      This qtr I predict the platform revenues will be up 35% sequentially, and Service Cloud 25%. And - this may sound crazy - I predict SG&A will grow slower y/y than it has been. Surely MB will take my advice that he reads on this board :-)

      Sentiment: Strong Buy

      • 3 Replies to rastarich
      • There's more competition than previously and some of them are already getting business that MB likely covets. Some competitors are willing and able to undercut CRM in what they charge customers. Some services MB may be counting on are being commoditized as there are more "players" in the arena that CRM pioneered. In the long run, it's earnings that sustain businesses and CRM's problem has been increasing costs and decreasing non-GAAP earnings and margins, with no non-GAAP earnings now or in the near future.

      • Did you know that Fidelity was unloading millions of dollars of AAPL shares last quarter? It was posted weeks after the end of the prior quarter. So how would you know that pros were accumulating shares? Price action is starting to indicate more selling of CRM by fund managers, etc.. The CRM insiders who get paid in stock instead of cash will continue to sell stock in exchange for cash, IMHO. As the stock price goes down, will key employees start to receive more shares to make up for their earnings deficit? Giving them more shares will pressure stock prices (down) and not giving them more shares could make some employees less loyal. Either way there would be more dilution to non-insider longs.

      • Explain this to all of us idiots, moron.

        We expect to incur net GAAP losses in the future.
        We have incurred net losses in each fiscal quarter since July 31, 2011. In addition, we expect our costs to increase as a result of decisions made for our
        long-term benefit, such as equity awards and business combinations. Additionally, for the foreseeable future, we must maintain a substantial valuation
        allowance against our deferred income tax asset balance. If our revenue does not grow to offset these expected increased costs, we will not be able to return to
        profitability and****** we may continue to incur net losses, on a U.S. GAAP basis, in the future*******.

    • Did you post a similar statement on the NUAN message board recently? It's down over 10% from yesterday. Those who were confident about NUAN and others are the ones you should be concerned about this morning. Then return here in a few weeks and ...or, wait, this handle hasn't appeared here and may not appear here again.

 
CRM
56.10+0.12(+0.21%)Apr 17 4:00 PMEDT

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