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And then Oracle will buy Salesforce... Larry did say something like that but he said that the price is too high.

Here is my predictions: Salesforce is will start investing into new technologies and building cool stuff. However, that will not look good on stock price because R&D costs will skyrocket - and our "efficient" stock market does not like long term visions. The stock price will collapse. The board will panic and Larry will "save the day".




Have you programmed Salesforce?

It's a steaming pile of poo. SOQL is really terrible and don't even get me started on apex, it's like someone took all the worst bits of Java and made them into a programming language. It's really slow to boot, I was using it with a client last week and it was taking 10-20 seconds to load any page.

I also really don't get how they're not making more money given the prices they charge.

Expect nothing at all out of them.


What is better than Salesforce in terms of APIs and performance?


Larry and the Oracle execs truly hate SFDC. They really build up the rivalry internally to Oracle employees and paint Salesforce as the big rival that everyone needs to band together to beat. Combined with the duplication of products that would occur if Oracle acquired Salesforce I would be beyond shocked if it ever happened. At that point Salesforce would be so irrelevant that it wouldn't matter.


In my experience, things you described are probably true, but they have nothing to do with acquisition. Actually it is very much desired (Larry was hating PeopleSoft a few years ago... and see what happen).

And duplication of products was never a problem for Larry: he just kills the one with less customers. For example, in case of BEA and Oracle Application Server: BEA WebLogic replaced Oracle Application Server. In this case, in case of acquisition, Oracle cloud offering will be replaced with Salesforce.


Salesforce is currently trading at sky high prices in relation to their revenues and the fact that they are still losing money on gaap basis.

So i do not think you are right about the stock market. The stock market apparently sees something that the accounting numbers do not show.




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