WorkDay Inc (WDAY)

[ScotiaNostra]

G´Day WDAYers ... just noticed on the FAQ sheet that WDAY Year End is 31st January so I guess the 10K will be out mid February 2013. I think I´ll wait till then and see where the PPS is at.

investor relations

GFTA

[adeezl]

Hah yes I know, i'm still short here adding again tomorrw on the peaks if it runs. I don't like this one as we can see... volume is little to nothing anymore

[bob smith]

Go figure, it goes up during one of the worst trading days of the year....

Cheers

[ScotiaNostra]

Seems about right !!

GFTA

[bob smith]

i agree, but dont expect this to fall to much.

my expectation for retracement Low $40-45.

gl

[ScotiaNostra]

First signs of a retracement ... I´m guessing we´ll see some profit taking on the weeks to come.

Great company, great products, but PPS is overvalued !!

GFTA

[KICK1]

Hey Bob I'm very interested... Would you mind telling us where you jumped in at? Anyone else mind sharing? I am watching and waiting for a pullback if it will happen...

[adeezl]

Things way overpriced for some HR bologna. Intel is a big company as well, look where that's at.

Really DJI/COMP/SPX nicely up and this only up a couple pennies, that signals my short position $52-53

Why do they need more cash with an IPO? makes sense to me. Short target $48-49 first time around.

Either way, conflicting views are what make a market

[ScotiaNostra]

Adeez you are wrong there. They currently have 1500 employees and plan to hire another 500 in the next 12 months.

They are rollong out their HR products to EMEA and ASIAPAC, to be followed by the Financials products.

They compete with SAP and ORACLE so WDAY is not a small company ... current market capitalisation is over USD 8 Billion.

However I do think the current PPS is high for an entry point and so will watch it for a while.

[adeezl]

This thing is a bad bad bad pumped joke like the other floppers this year. Time to get short as they're not hiring jack shiiiiiiet!

[ScotiaNostra]

well done on that ... I see we have a number of filings so I´ve got some reading to do.

GFTA

[bob smith]

Agree, I wouldn't enter at this time. I'm up, and I have wiggle room.

So it's a different case for me.


Gl

[ScotiaNostra]

Hi Bob,

Good luck with your investment ... I´m going to watch for a bit to see how the PPS acts in the next few weeks. Once it settles in a range I´ll start accummulating some shares for my retirement fund.

I think WDAY will do well in the long run.

GFTA

[bob smith]

hey,

just an investor, i have no ties to the company, other than shares.


gl on your venture and look forward to your additional value to the board.


gl

[ScotiaNostra]

Hi Bob,

Saw Dave and Aneel on CNBC yesterday rininging the opening bell.

Great guys and they both are great leaders and the work culture and environment are second to none.

I guess Pleasanton is a great place to live again.

I´ve applied for a couple of roles with Workday ... I worked on the first PeopleSoft implementation in Europe (Rome) and also some of the early Australian implementations in Perth, Sydney, Melbourne and Brisbane ... I would love to repeat that experience with Workday.

PSFT was good to me and I expect WDAY to be equally as good.

Do you work with the company or product?

Once I´m up to 4 posts I´ll apply to be a moderator and help you get this board rolling.

GFTA

[bob smith]

This has been on the radar for the last 6 months.

relished this moment.

Aneel Bhusri and Dave Duffield both held there shares into the offering.....and made the low share count work for them.

this will likely split before ever reaching $100.


welcome to the board, as this is the beginning.


gl

[ScotiaNostra]

G´Day WDAYers ... well Bob it looks like it´s you and I so far.

I´ve been waiting for this IPO .. I made a fortune on PSFT.

Bit surprised that it went from 28 bucks to 50 and I´d expect some retrenchment in the weeks to come.

I agree it´s a long term play .. once the HR is rolled out to EMEA and PanAsia, followed by the Financials and other offerrings this will be huge ...

If they follow the PeopleSoft model there will be stocksplits along the way to keep the PPS affordable to the retail traders.

Anyways I look forward to a long and healthy discussion on this board ... well done for getting it started.

GFTA (Good Fortune To All ... no luck required here).

[bob smith]

Good morning, a legend was born today.

enjoy the ride (long term ride that is......)


gl