salesforce.com, inc. (NYSE:CRM)

Largest player which can potentially be taken over by an Oracle or IBM

Cloud computing on rise.

Salesforce might have great software, but the stock is priced for perfection. I question the width of their mote -- Can they fight off competition from Microsoft, SAP and others? I admit it might take a couple of years for the competition to catch up, but in the meantime, CRM does not seem to be cashing in all that well.

I suspect that two years from now, this will not be the darling of Wall Street that it is today. It will be just another software company -- with a down-to-earth multiple.

No company deserves a P/E as high as CRM currently has, I don't care what kind of potential there is for growth. If I'm wrong on this one then so be it. Fundamentally, I refuse to believe that this can last.

High P/E, High PEG and High P/B.

http://www.fool.com/investing/high-growth/2011/09/12/sizing-...

CRM indicates some sort of "cloud" play, that somehow CRM believes they are the "cloud". Which cloud are they? the Google cloud, the microsoft cloud, the ibm cloud, the yahoo cloud, the dropbox cloud? Maybe they want to be the sky instead of the "cloud" then they might make a few hundred dollars..

Now since ::

""We plan to reinvest a significant portion of our incremental revenue in fiscal 2012 to grow our business and continue our leadership role in the cloud computing industry. As a result of these investments, we expect diluted earnings per share for fiscal 2012 to be significantly lower than diluted earnings per share for fiscal 2011. ""

So they are going to invest a few dollars of non existant profits into " cloud control".. Again, which companies cloud do they plan to try to control?

CRM's only value is convincing others that their stock is not garbage.

1. Heavy Insider selling and "funny money" being paid out as stock bonuses. A drop below $85-$80 range may trigger a mass sell-off and bring this stock back to reality.

2. Increased competition may put pressure on this stock to fall to that $85-$80 level. Once that level is reached, the sell-off could really take off.

3. George Soros identifies stocks of this nature to have a "reflexive" relationship.

I just love Rule Breakers like this. If only a small percentage of software is cloud-based--one estimate I heard on CNBC is just 10%--then Salesforce has a loooooong runway of growth ahead of it.

Dubious accounting is making this company look more profitable than it is. Recent growth will slow, and potentially reverse because barriers to entry in its business are too low.

Simply overvalued.

The end has started.

TSA S&P 20+ percent growth '12.

Nosebleed P/E. No moat. Insider selling.

This is a cult stock that is extremely over-priced. Anything associated with cloud computing gets an automatic ridiculously high valuation by the geniuses on wall street. It will inevitably crash further.

Great idea but gee, golly, gosh, 665 p/e ratio...with a 96% institutional ownership it doesn't take much to look into the crystal ball on this one. My guess is IBM and MSFT will emerge as major cloud players....

Company is making too many acquisitions and becoming bloated. The young companies they are acquiring do not seem profitable. The "social enterprise" is a speculation. Free and cheaper alternatives (SugarCRM and MSFT Dynamics, for example) are encroaching, creating pricing pressure. Sales commissions and stock options are eating up the company's value. Oh and the valuation is absurd. I'm loving the risk/reward proposition of shorting CRM. And I am short CRM.

My company uses their technology, and I can say we would be lost without it.

The switching costs are HUGE, their platform is powerful, and they should have big time growth ahead (still).

This is a subscription based company, so don't look at P/E....look at cash flow. Still expensive...but probably worth it.

Growth is overvalued at the moment.

Way overpriced