No. of Recommendations: 4
Possibly, I was pointing out that Salesforce may be a better op having similarly been beaten down and noticed there has been buying from from "superinvestors". CRM was a darling a few years ago, who'd have expected a 15xFCF multiple but here we are.
For sure, your point is valid.
For both of them I guess some people think "Oh, companies won't need those databases hosted or to rent those software modules any more because they can just as questions of the AI". I'm not buyin' it, at least not for the SAAS biggies that are bound so firmly to their clients.
Between the two, the main advantage for me is SAP is not American.
Jim
