“I Can't Stop Buying this Stock - Why The Market's Getting it Wrong”
CRM earnings were not stellar; 11% revenue growth and slight acceleration do not indicate a fundamental change in the business thesis.
Then we are going to quickly discuss what seems to be the SAS apocalypse ending and why so many software stocks have been rallying so hard with Viva Systems up over 20% over the past couple of days along with Salesforce.
The exact same thing happened to Salesforce, because Salesforce reported on the same day, and Salesforce stock has now rallied by over 25%, I believe, just going off of my memory here, but the stock also responded very, very well to its earnings report.