FeedPosted Jan 18th 2010 12:30PM by Tom Taulli (RSS feed)
Filed under: Google (GOOG), Cisco Systems (CSCO), Amazon.com (AMZN), Private Equity, salesforce.com inc (CRM), Initial Public Offerings
A new book, The Prince of Silicon Valley
, chronicles the dealmaking of the IPO king of the 1990s: Frank Quattrone. He made a fortune as he helped more than 100 tech companies go public, which included marquee names like Cisco (CSCO), Netscape and Amazon.com (AMZN).
But those days seem quaint. In fact, the tech IPO market has been a backwater for the past decade, even though there have been some big deals -- like the offerings of Google (GOOG) and Salesforce.com (CRM).
Continue reading Are Tech IPOs Passe?
Posted Dec 18th 2009 2:30PM by Joseph Lazzaro (RSS feed)
Filed under: salesforce.com inc (CRM), Stocks to Buy

At this pace, the major 'hurdle' Salesforce.com (
CRM) is going to face will be difficult, quarterly sales comparisons, commonly known in Wall Street circles as 'difficult comps,' but that's a good thing, which is why I'm reiterating my buy rating for the company's shares, first recommended
on June 18, 2009, at a price of $40.16. If you bought CRM in June, you're up an impressive 64%.
CRM's 2010 revenue should increase 20-25%. Is the recent gain in Salesforce.com's shares telegraphing something about the U.S. economic recovery? Indeed it is. Put CRM's share gain in this context: if the share gain holds, it's not a bearish sign for the U.S. economy.
Continue reading Salesforce.com: Pull-back Is a Buy Opportunity
Posted Nov 19th 2009 7:40AM by Melly Alazraki (RSS feed)
Filed under: Before the Bell, Microsoft (MSFT), Dell (DELL), Hewlett-Packard (HPQ), Market Matters, JPMorgan Chase (JPM), Sears Holdings (SHLD), Gap Inc (GPS), Economic Data, salesforce.com inc (CRM)

U.S. stock futures declined Thursday morning, pointing to a lower start on Wall Street as investors started weighing the possibility that stocks have run up too far and too fast ahead of the economy -- the economic recovery may not be as robust. The retail sector is in focus with several retailers reporting earnings. The tech sector could also experience pressure.
On Wednesday, stocks ended lower with technology shares leading the decline, and the Nasdaq composite down nearly half a percent. Results from Salesforce.com (CRM) and Autodesk (ADSK) weighed on the sector as Hewlett-Packard (HPQ) and Microsoft (MSFT) were among the leading decliners in the Dow.
Continue reading Before the bell: Futures lower on economic concerns; retail, tech in focus
Posted Oct 28th 2009 9:50AM by Jim Cramer (RSS feed)
Filed under: Market Matters, Nokia Corp. (NOK), Oracle Corp (ORCL), salesforce.com inc (CRM), Cramer on BloggingStocks
TheStreet.com's Jim Cramer says taking down all of software on the back of this outlook is a mistake. And on the fifth down day, we decided that
SAP's (NYSE:
SAP) (
Cramer's Take) butt getting kicked means the industry is faltering? This is the thought that went through my head when I saw SAP's disappointing news and its alibi that business is weak. That's why it stumbled. Of course, SAP's comments immediately took all of Europe down. Nobody said, "Hey, maybe it is SAP's fault because
Oracle's (NASDAQ:
ORCL) (
Cramer's Take) kicking their butt." No one said, "Sure it is weak, because in the end
Salesforce.com (NYSE:
CRM) (
Cramer's Take) got a better mousetrap."
Continue reading Cramer on BloggingStocks: SAP isn't everything
Posted Sep 17th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, salesforce.com inc (CRM), Stocks to Buy

"Run properly, as
Salesforce.com (NYSE:
CRM) does, a cloud computing network also offers greater security, greater reliability, and lower costs (thanks to efficiencies of scale)," explains
Timothy Lutts.
In The Cabot Stock of the Month report, he suggests, "Salesforce.com is very well managed, and in our mind its leadership in cloud computing gives it a fundamental advantage that should translate into growing market share gains and steady revenue flows for years to come."
"The company was founded a decade ago by a former Oracle executive, and today it's a leading vendor of Customer Relationship Management (CRM) services.
Continue reading Salesforce.com (CRM): Profits in the clouds
Posted Sep 9th 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Apple Inc (AAPL), General Electric (GE), Wal-Mart (WMT), PepsiCo (PEP), Intel (INTC), Market Matters, 3M Corporation (MMM), Caterpillar (CAT), Citigroup Inc. (C), Bank of America (BAC), Costco Wholesale (COST), FedEx Corp (FDX), Research in Motion (RIMM), Procter and Gamble (PG), Lennar Corp'A' (LEN), Toll Brothers (TOL), QUALCOMM Inc (QCOM), Palm Inc (PALM), Cypress Semiconductor (CY), Broadcom Corp'A' (BRCM), United Technologies (UTX), Wells Fargo (WFC), salesforce.com inc (CRM), Union Pacific Corporation (UNP), Cramer on BloggingStocks, Marvel Entertainment (MVL)
TheStreet.com's Jim Cramer says the action that is linked to the futures markets, such as oil, is distorting rational analysis. Maybe one day we can escape the commodity linkage and begin to trade on the fundamentals again, something that seems more distant now than any time I can recall. We are totally marching to gold, to oil, to copper, and not the fundamentals.
Throughout the era in which China has become a superpower and hedge funds have become the super arbiters or what goes up or down, we have been stuck with this fairly bogus linkage that corrupts trading and makes a mockery out of some of the most important financial analysis out there, the actual attempts to discover what's really happening at companies.
Continue reading Cramer on BloggingStocks: Fundamental distortion
Posted Sep 1st 2009 2:30PM by Steven Halpern (RSS feed)
Filed under: Amazon.com (AMZN), salesforce.com inc (CRM)
"The term cloud computing is nothing particularly new or complicated; it simply means that instead of having software on your home, office or notebook computer, you run applications over the Internet," explains Gregg Early.
In Personal Finance says, "It's the way of the future as computing becomes increasingly mobile." Here, he looks at a trio of plays on this trend: Amazon.com (NASDAQ: AMZN), Salesforce.com (NYSE: CRM), and Rackspace Hosting (NYSE: RAX).
"I would point out that I'm writing this article on Google Docs. This document is stored on a Google server farm, not on my office computer.
Continue reading Cloud computing: Amazon, Salesforce.com and Rackspace
Posted Aug 22nd 2009 12:10PM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Hewlett-Packard (HPQ), Home Depot (HD), Target Corp. (TGT), Penney (J.C.) (JCP), Agilent Technologies (A), Sears Holdings (SHLD), Lowe's Cos (LOW), Limited Brands (LTD), Deere and Co (DE), salesforce.com inc (CRM), Trina Solar ADS (TSL)
Continue reading Earnings highlights: B&N, Deere, Heinz, Home Depot, HP, Sears, Target ...
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