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Sunday, February 27, 2011

The Apple Ecosphere (Video) *Playing the chipmakers for iPad & iPhone* AAPL

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Apple iPad 2: Launch is expected to be Wednesday, March 2, 2011


The Apple Ecosphere: Playing the Chipmakers for iPad and iPhone

Apple Chip Suppliers Apple is expected to launch the iPad 2 on Wednesday, March 2, 2011. Several chipmakers stand to benefit from the anticipated strong sales of iPad 2 and other Apple products such as the iPhone. Jon Najarian, on CNBC Fast Money, suggests the following chipmakers that are Apple suppliers: Broadcom (BRCM), Skyworks (SWKS), Texas Instruments (TXN), Atmel (ATML), and Linear Technology (LLTC). Apple recently reported iPad sales of 4.8 million units in the first 9 months of the product. IDC is projecting sales of the iPhone at 100 million in the next year.

Apple Stockholders Annual Meeting The Apple Shareholders meeting was held on February 23, 2011. Jeff Klinefelter on CNBC Fast Money noted that not one question was asked about Steve Jobs. Shareholders voted to not disclose the management succession plan. Specifically this means who will succeed Apple CEO and Co-Founder Steve Jobs. Klinefelter made the point that the Board and Shareholders have so much confidence in Apple and Apple products that disclosure is unnecessary. Karen Finerman then stated, "You cannot be in Apple (AAPL stock) right now without realizing the risk of Steve Jobs not being at the helm is real." Tim Seymour added, "You've had this risk for 18 months, this is old news, come on."

CNBC Fast Money "The Apple Ecosphere: A Look at Chip Winners on Apple's Strength" Tech investors are buzzing about the cryptic invitation Apple just emailed, for a March 2nd event. According to the Internet blogosphere, the tech titan is about to debut of a new version of its hot-selling iPad tablet computer - or iPad 2. Jon Najarian suggests the excitement about the new iPad is yet another signal that the tablet market is about to explode. He suggests watching a slew of chipmakers.



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Thursday, February 24, 2011

SalesForce.com Reports Q4 GAAP Operating Loss (Financial Charts, Review) *Revenues continue upwards* CRM

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SalesForce.com (CRM) reported FY Q4 2011 financial results on Thursday, February 24, 2011


SalesForce.com (CRM) Reports Q4 GAAP Operating Loss

SalesForce.com (CRM) reported FY Q4 2011 financial results on Thursday, February 24 after the market closed. SalesForce.com financial performance charts for FY Q4 2011 and prior quarters have been posted, along with commentary, on the SalesForce.com Financial Performance page. The charts are:

SalesForce.com Performance by the Quarters
Earnings per Share, Operating Cash Flow per Share
Total Revenues, Operating Income, and Net Income
Gross Margin, Operating Margin, and Net Margin
Return on Assets
Total Revenues and Earnings per Share Growth Rates

SalesForce.com Summary Fiscal Q4 (GAAP) Revenues continue increasing as return on assets decrease. Cash flow per share is a record $1.18, which is encouraging. The most recent quarter was unimpressive but future quarters should improve. No matter, the CRM stock price will most likely continue upwards defying the current and past questionable financial performance. CRM trades at a 200+ price/earnings ratio and fundamentals have not been a hindrance to this high flying stock. For a technology sector stock, CRM continues significantly underperforming. Perhaps these are the normal fundamentals inherent in a cloud computing provider. The stock price is priced for a stellar future performance that does not appear to be on the horizon.

SalesForce.com Income Statement Fiscal Q4 (GAAP) SalesForce.com (CRM) reported total revenues of $456.9M, net income of $10.9M, and earnings per share of $0.08. From the prior fiscal quarter Q3 2010, total revenues were up +6.5%, net income down -51.4%, and earnings per share down -46.7%. From the prior year fiscal Q4 2010, these were up +29.0%, down -51.5%, and down -50.0%, respectively. Gross, operating, and net margins were down, to 79.79%, 0.09%, and 2.38%, respectively. For the prior fiscal quarter Q3, these were 80.86%, 8.19%, and 5.21%, respectively. Cash flow from operations the bright spot at $1.18 per share.

SalesForce.com Balance Sheet Fiscal Q4 (GAAP) SalesForce.com's (CRM) total assets increased +12.8% QoQ to a record $3.09B from the prior quarter of $2.74B. The capital to assets ratio (total stockholders' equity divided by total assets) is a strong 41%, but down from previous quarters and a multi-year low. The current ratio (current assets divided by total assets) is a liquid 34.8%, but lower than in past quarters and does not include $910.6M in noncurrent marketable securities. SalesForce.com (CRM) is liquid with strong capital. The return on assets peaked in QE October 2009 at 5.13% and has declined each quarter since to the current 2.59% in QE January 2011. The $1.4B+ in cash, cash equivalents, and marketable securities (current and noncurrent), which are 45.5% of the total assets of $3.09B, is pulling down the Return on Assets, along with a lower gross profit margin.


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Sunday, February 20, 2011

SalesForce.com Reports Earnings on Thursday, February 24 (Charts) *Financial Performance Review* CRM

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SalesForce.com (CRM) Reports Earnings Thursday, February 24, 2011


SalesForce.com (CRM) Financial Performance Review

SalesForce.com (CRM) will be reporting quarterly financial results on Thursday, February 24 after the market closes. The conference call will be at 2:00 p.m. PT. SalesForce.com (CRM) financial performance charts for prior quarters have been posted on the SalesForce.com Financial Performance page and will be updated for this next quarterly report. The charts are:
SalesForce.com (CRM) Performance by the Quarters
Earnings per Share (Diluted) and Cash Flow per Share
Total Revenues, Operating Income, and Net Income
Gross Margin, Operating Margin, and Net Margin
Return on Assets
Total Revenues and Earnings per Share Growth Rates


SalesForce.com (CRM) Future and Past Financial Performance

FY Q4 2011 Analysts' Estimates
Yahoo Finance analysts' estimates for FY January Q4 2011 are:
Total Revenues: $452.69M average, $447.85M low estimate, $473.30M high estimate, 18 analysts
Earnings per Share: $0.26 average, $0.24 low estimate, $0.29 high estimate, 22 analysts

FY Q4 2011 SalesForce.com (CRM) Outlook
• Total Revenues: $447M to $449M
• Earnings per Share (Diluted) non-GAAP $0.27 to $0.28


Prior FY Q3 2011 Financial Results
When SalesForce.com (CRM) reports FY Q4, the 3 months ended January, financial results on February 24, SalesForce.com (CRM) should beat various FY Q3 results. These financial results are charted on the SalesForce.com Financial Performance page. These Q3, the 3 months ended October, financial results were:
Total Revenues $429.1M
Gross Profit $346.95M
Operating Income $35.2M
Net Income $22.4M
Net Income - Diluted Share $0.15
Gross Profit Margin 80.86%
Operating Income Margin 8.19%
Net Income Margin 5.21%

Summary
The past quarter, October FY Q3, was better than earlier quarters. Total Revenues have steadily trended upwards and Net Income and Earnings per Share rebounded in the last quarter. Therefore, for Q4, SalesForce.com (CRM) should beat the prior Q3 on Total Revenues, Gross Profit, Operating Income, Net Income, and Net Income - Diluted Share. SalesForce.com (CRM) should match Q3 on Gross Profit Margin, Operating Income Margin, and Net Income Margin. A small miss on a couple of these financial metrics, other than Earnings per Share, would not be surprising or be considered very negative. The detailed quarter by quarter charts are on the SalesForce.com Financial Performance page.


More Charts and Analysis!

USA and Global economic charts
Apple (AAPL) financial performance and stock charts
Google (GOOG) financial performance and stock charts
Microsoft (MSFT) financial performance charts
Intel (INTC) financial performance charts
VMware (VMW) financial performance charts
SalesForce.com (CRM) financial performance charts
JPMorgan Chase & Co. (JPM) financial performance charts
Citigroup (C) financial performance charts
Goldman Sachs (GS) financial performance charts
Wells Fargo (WFC) financial performance charts
Bank of America (BAC) financial performance charts
Morgan Stanley (MS) financial performance charts
S&P 500 (SPX) charts and review
China economic, Internet, and technology news
Baidu (BIDU) financial performance and stock charts


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Apple, Google, Baidu, China, technology, financial system, stocks, markets, economy, science, environment, future


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