Salesforce-A recommendation for a perilous market The title of this article comes from a quote by Ray Bradbury, a well known author, whose most famous work was “Fahrenheit 451.” I thought it particularly appropriate after the months of share price bloodletting. I have not written about Salesforce (CRM) on the SA platform for about 4 years now. I…
Tuesday evening and Wednesday morning brought several announcements from software companies providing preliminary results for the quarter that ended on March 31st . The results for all of the companies listed above were significant beats. The theme is that the software industry is experiencing boom times engendered both by the wide scale acceptance of applications that…
SolarWinds There are lots of earnings out today-almost all of them of the Beat and Raise variety. The one prominent exception is PTC. Most prominent were the earnings of Microsoft and Service Now. I will be back with a post with a bit of substance to fill in the white spaces. Obviously, the market is…