Is Salesforce a bubble company?

Salesforce might be a market leader but for a generation of savvy consumers, you'd hardly think that it will be worth a footnote mention in the history books.

Those who don't read it are doomed to repeat it. That's the quintessential phrase of a misunderstanding or lack of knowledge of history. Microsoft has buried numerous companies like salesforce just by leveraging. Taking on Microsoft is a bad move. There's a strewn road of various editors, productivity applications, database engines, operating systems and court cases that prove without a doubt that Microsoft can and will fight dirty to win.

Microsoft doesn't hate everybody, they just love monopolies. And why wouldn't any business love a monopoly? It should be a target for any market. No doubt that co-operation is important and a fundamental principle of economic development. Once past the co-operation stage, it's devour and self gratification time. Corporations are the fat rich bastards of the modern era, and luckily we can all take a bite of the pie.

Marc Benioff looks like he's squaring off salesforce against Microsoft, but to what end? CRM (salesforce's NYSE company code ... catchy eh?) has been fluctuating based on buyout rumours for a rather long time. Even though the rumours seem to be false (reflected in the massive drop in share price), we can assume from their silence that salesforce is open to such ideas and as such, could well be a bubble company.

Looking at Marc's comments, you'd have to wonder whether there is a lot of sanity floating around salesforce at the moment. A company that's all about love with a CEO squaring off against the 800lb gorilla for no good reason ... ie. Microsoft is a purveyor of generic productivity tools, not CRM software. This smells like company share price panic. The market is twisting in the wind and it looks like Marc might have just lost his cool and ranted out loud to the analysts at his conference.

Don't worry Marc! Even with a 50% share price fall, the glass is still half full.

But no doubt this is an over-analysis and Marc was only joking about the whole thing. Microsoft "hate everybody" and are "all about tying people into Microsoft products and services" but he really does love them. Truly he does.