Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (26786)	1/5/2006 4:49:52 PM
From: bob zagorin	Read Replies (1) \| Respond to of 57684

absolutely. bwng is right in the sweet spot for all of that plus video and other content...

To: Bill Harmond who wrote (26786)	1/5/2006 10:56:21 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

re: salesforce.com network effects yeah, I think so. The real benefit is in customer master data. Thats a huge bugaboo for supply chains. With SF.com I think you can tag your customer to be "equal" to another user's customer, or something to that effect. It is very powerful. Really, in more general terms this architecture is just another spin on the trend that started in the 90s and maybe earlier with consolidation across only a few ERP platforms. Of course moving from some custom solution to SAP or whatever is a big pain, and most of the time the customers don't see an immediate ROI (although sometimes they do). But really, whats happening is all of the US business data is conforming and thats what we really need for supply chain and demand chain technology worldwide. Anyway Bob, yeah I know CRM is super-super expensive. Some SV people think CRM can make .40-.50 per share this year though, which is way above consensus estimates. You know how these growth stocks go, sometimes you just have to hold your nose and buy. BUt anyway I am not in CRM at this moment because my money is tied up elsewhere, but I am looking at it and I think we will experience a tipping point at some point.