Will Salesforce Beat and Raise? The Eternal Question.

This Wednesday, Aug. 20, Salesforce.com (CRM), which vends a customer relations management tool as a Web-based application, is expected to report financial results for the July-ending second quarter, after the bell. Two analysts take divergent approaches in their outlook for Salesforce in reports this morning.

Wedbush Morgan’s Ariel Sokol’s note is a model of the kind of balancing act you do if you can’t stand Salesforce’s high P/E (185x based on this year’s projected earnings), but you kind-of want to own the stock. Explaining why investors shouldn’t buy the stock now, Sokol writes, “Chatter that Salesforce’s Q2 closed weaker than expected could continue to be a headwind until the results are released, although … we would be surprised if Q2 results came in below expectations.”

Read the rest of this post


Must-Reads from other Websites

Panos Mourdoukoutas

Why Apple Should Buy China’s Xiaomi

Paul Graham

What I Didn’t Say

Benjamin Bratton

We Need to Talk About TED

Mat Honan

I, Glasshole: My Year With Google Glass

Chris Ware

All Together Now

Corey S. Powell and Laurie Gwen Shapiro

The Sculpture on the Moon

About Voices

Along with original content and posts from across the Dow Jones network, this section of AllThingsD includes Must-Reads From Other Websites — pieces we’ve read, discussions we’ve followed, stuff we like. Six posts from external sites are included here each weekday, but we only run the headlines. We link to the original sites for the rest. These posts are explicitly labeled, so it’s clear that the content comes from other websites, and for clarity’s sake, all outside posts run against a pink background.

We also solicit original full-length posts and accept some unsolicited submissions.

Read more »