salesforce.com, inc Message Board

All I got to say is #$%$.

Pretty much. They had 106mil in revs from the loan portfolio this quarter. At current rates that would be like 40 mil in what they'd invest in if they had to reinvest. Net net about a wash until rates start to go up.

Their guidance was sub 230 spread for the year on about 2 billion less in assets, so something like 10-20 mil in total net revs decline from Q1. Looking like they have sub 400 mil revs at some point this year.

I dunno, they are only making 140 mil pretax, and that is excluding interest on debt and loan loss provisions... And that 140 is trending down. It's nice that the loan portfolio is much less risky, but even when that goes to 0, you're just left with a company without much earnings power. Revs were over 600 mil a couple of years ago with the same expense base.

The question is, how do they grow revs from here? There is still a drag from NIM and trading activity isn't growing either.

There is a very real possibility that AAPL has hit peak earnings. Therefore a 10x multiple may be high, and don't forget to discount that cash hoard as most of it is stuck overseas and would face a 35% tax if brought back to the US.

Dude, it doesn't matter what Cook does, AAPLs market cap was unsustainable anyway. You can't have basically 2 products that sell for absurd margins and capture THE ENTIRE WORLD as customers. 100 mil iphones per year at 400$ profit per can't hold up, let alone expand.

Tax hikes and reduced government spending, over course the economy was going to start to slow. Just took a couple of months for the numbers to start showing up. WS' job is too keep chearleading right up until the market falls off the cliff. Then everything that was obvious months ago suddenly comes to the front.

Turbo tax doesn't do option trades. They can download regular stock trades well though.

No, it was a pretty terrible purchase if they don't actually own the rights. Nobody joined netflix just to watch house of cards, it was just one very expensive piece of content and a horrible strategy. You can't differentiate yourself with original content if you don't actually control the content.

They fired a lot of people this quarter so they'll probably have a lot of charges related to that. Plus revs are gonna drop big time down to the 420 range. My guess is they post something like .05 profit.