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Salesforce.com, Inc Message Board

RastaRich 53 posts  |  Last Activity: Sep 17, 2014 4:31 PM Member since: Dec 22, 1998
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  • rastarich by rastarich Sep 17, 2014 4:31 PM Flag

    WIth all the negative associations of "hacking", why defy convention and use that name at Dreamforce? MB believes that the developers' love is what makes revenue? NO. Proud to flush $1 million? Folly. Why investors fear the worst from him? Lifelong need to rebel against suits? Non-conformist? "Secretly" building the next IT ecosystem, bit by bit.

    Sentiment: Buy

  • Leaked: the next product, to be announced at Dreamforce. MB getting cute? Investors fear the worst from him? Lifelong need to rebel against suits? Non-conformist? "Secretly" building the next IT ecosystem, bit by bit.

    Sentiment: Buy

  • Reply to

    malware?

    by rastarich Sep 9, 2014 2:18 PM
    rastarich rastarich Sep 10, 2014 3:05 PM Flag

    Maybe investors do understand that difference, I am surprised that this had so little effect.

    Sentiment: Buy

  • Reply to

    malware?

    by rastarich Sep 9, 2014 2:18 PM
    rastarich rastarich Sep 9, 2014 3:11 PM Flag

    Big block just crossed at a new daily low.

    Sentiment: Buy

  • Reply to

    malware?

    by rastarich Sep 9, 2014 2:18 PM
    rastarich rastarich Sep 9, 2014 3:04 PM Flag

    "Hacks" as in mediocre/unskilled practitioners? The perils of "Coopetition".

    Now in the last hour, we see whether stout hearts will hold CRM overnight. Regardless of the facts, this story (malware) has media legs.

    Sentiment: Buy

  • rastarich by rastarich Sep 9, 2014 2:18 PM Flag

    selling calls and stock first, asking questions later

    Sentiment: Buy

  • Reply to

    Ceiling?

    by arborite2 Sep 5, 2014 6:03 PM
    rastarich rastarich Sep 9, 2014 10:37 AM Flag

    ALL IMO. 66 or 67 should be major resistance, just because it is the alltime high area. Connecting the dots of the highs on the longterm chart, or looking at the trajectory of the EMAs, 70 to 75 within a year is likely. Connecting the lows, 55 seems likely to be the next "higher low". That is, if the company's progress stays basically the same.

    Sentiment: Buy

  • Reply to

    Ceiling?

    by arborite2 Sep 5, 2014 6:03 PM
    rastarich rastarich Sep 8, 2014 10:24 AM Flag

    61, then it turns on a dime. Horde of impatient longs and risk-loving contrarian shorts should thin out soon. My guess is Thursday there will be a move to 66 if markets keep moving up.

    Sentiment: Buy

  • Reply to

    Salesforce VC Fund

    by mpareyon69 Sep 8, 2014 10:14 AM
    rastarich rastarich Sep 8, 2014 10:20 AM Flag

    kneejerk bashing, along with outright denial of the facts. But at least you don't accuse MB of felonies like the other idiot with a new alias - or are u both the same idiot? Ignored. GLTA.

    Sentiment: Buy

  • force platform already supports Oculus Rift and other major wearables. Apple's and Samsung's devices surely will be supported, if any are released.

    Meanwhile all the competitors answered me personally when I asked: "What are your plans for wearables?"

    IBM: "We wear khakis when we view the fall leaves at Armonk."

    Oracle: "We wear deck shoes aboard our racing yachts. Oh, wearable digital devices? We will think about new platforms once we finish killing Sparc and Solaris and alienating the customers we bought."

    SAP: "We will slowly and methodically follow our secret plan that will eventually lead us into cloud computing. Wearables could be in the plan as early as 2017."

    Amazon: "Customers can code anything they want on our cloud VMs! And, they can code calls to our e-business web services anywhere that they like! We'll let them code their own wearable support."

    Microsoft: "New devices? Are you kidding? We cannot even get a Windows upgrade to work on a PC anymore."

    Three #1 cloud apps today, and the main cloud platform for business and government IT. Growth has barely begun.

    Sentiment: Buy

  • rastarich rastarich Sep 3, 2014 11:04 AM Flag

    Agree on short term outlook. Resistance continues, but will be exhausted. Today, it seems like every time the price is almost unch, a 10K block crosses at a nickel or a dime lower.
    CFO: Of course ADSK is a one-trick pony, and doesn't have the growth potential of CRM. I doubt he had serious qualms about ADSK, but surely he views the new job at CRM as a step up.
    Every short here thinks that he understands CRM better than its CFO. GLTA.

    Sentiment: Buy

  • rastarich rastarich Sep 3, 2014 10:51 AM Flag

    enuff. ignored.

    Sentiment: Buy

  • Reply to

    Cantor Fitzgerald repudiates GAAP

    by rastarich Aug 13, 2014 9:45 AM
    rastarich rastarich Aug 29, 2014 10:57 AM Flag

    I agree that gaap reduces chaos.

    I say "repudiate" in a humorous way - of course GAAP is an accepted methodology and C-F understands it, probably better than us. The point is, they agree that the GAAP numbers are a misleading description of the big picture for CRM, even though GAAP is very useful and usually it is not misleading.

    I haven't hear anybody say that the CRM accounting for the stock options is wrong, other than the ridiculous trumpeting of "Ponzi scheme", "fraud", etc.

    GAAP expenses option grants in amounts that depend on the stock price. The longs may think that these are "vapor" expenses and double-counting from the perspective of per-share numbers - I do.

    Sentiment: Buy

  • Reply to

    levee by the channel

    by rastarich Aug 27, 2014 2:16 PM
    rastarich rastarich Aug 29, 2014 10:47 AM Flag

    both are improving fast. Even the GAAP numbers will turn positive soon.

    Sentiment: Buy

  • Reply to

    Buy WDAY and CRM and hold for 30 days IMHO

    by jeremysikessr Aug 28, 2014 1:43 PM
    rastarich rastarich Aug 29, 2014 10:45 AM Flag

    so close - VEEV was the pick it turns out. But i do hold september CRM calls. imo CRM will test 67 before long. Today CRM volume and price are up, on a pre-holiday Friday (USA Labor Day) - bullish imo.

    Sentiment: Buy

  • rastarich by rastarich Aug 27, 2014 2:16 PM Flag

    the long sideways channel 50-59 means folks and PCs will take profits here. (I've sold 20% of my trading shares for decent profits, the rest stay until 65+.)
    Resistance, plus light summer trading volume, plus easing geo tensions, makes sideways seem most likely path short-term for CRM price, probably in lockstep with the S&P 500. But when the levee breaks, the next resistance is 67. Quarter after quarter of "incredible" and "awesome" growth will make believers of the skeptical. (yes, you!)

    Sentiment: Buy

  • Reply to

    The Cash-Flow point is futile

    by mistersavvy Aug 24, 2014 12:42 PM
    rastarich rastarich Aug 25, 2014 12:49 PM Flag

    IMO, that is illogical on this point: easy money inflates all assets, not just specific aseet classes. The assets that are chosen for purchase reflect mostly the same factors with or without QE. In fact, a "borrow-and-buy" strategy usually buys the safest asset classes, not growtth stocks, so that the debtor is not whipsawed once the easy-money trend ends.

    Sentiment: Buy

  • Reply to

    Sentiments will drive this up

    by itskrazy Aug 23, 2014 1:53 AM
    rastarich rastarich Aug 25, 2014 12:42 PM Flag

    I see a gap in the chart: down from 67 - it will be filled soon IMO.
    Sentiment will turn positive on this soon due to these changes:
    multiple #1 products instead of just 1;
    breakout of ExactTarget shows successful acquisition strategy;
    new features will give even bigger lead in features/capabilities;
    successful private placement showed that big money still loves CRM;
    upward revisions;
    upgrades;
    another major product was pre-announced at the CC.

    Sentiment: Buy

  • Reply to

    FB is better than CRM

    by careful_investor_wins Aug 22, 2014 1:24 PM
    rastarich rastarich Aug 22, 2014 4:59 PM Flag

    Intristin. CRM does have profits, GAAP just conceals them, and they are all reinvested in growing the business.

    For the past two years FB revenue growth is about equal to CRM.

    FB is a one-trick pony. So is AAPL which makes most profit from iPhone, and Google which makes almost all profit from search ads. I own all four.

    IMO FB is done growing, it will never double revenues from here. CRM has barely started growing, it is accelerating: In 2012, 1 #1 app with Sales; 2013, 2 #1 apps with Service ; 2014, 3 #1 apps with Marketing ; next, the #1 Analytics app; and the #1 cloud platform. Can't touch this.

  • Put the CC on speakers. Drink a shot each time MB says "incredible" or "awesome", except, no drinking for 2 minutes anytime he says "profit" or "margin". (Not a big problem.)
    If you can walk away, you're a bigger drinker than me!

CRM
58.24+0.58(+1.01%)Sep 19 4:02 PMEDT

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