WorkDay Inc (WDAY)

[ScotiaNostra]

VM WARE looks the best of this lot ... at least they´re making money and EMC is buying up their stock. PPS has retrenched to levels of 18 months ago ... but the stock is expensive for your average Joe.

Workday should announce "earnings" at the end of Feb. or early Mar. Should prove interesting, since their competitors are sitting on a head of a pin, trying to get positive earnings themselves(SAP and CRM-accident, also waitng to happen). ORCL makes money as they are well entrenched. There are other cloud or is it clown plays that are struggling. VM Ware comes to mind-they lost 20% in PPS recently.

And AMZN is going up on the hope that their streaming video services and some other ventures will pay-off. How long the earnings are absent provides the clue to how long before it pulls into a crash dive.

I take the ridiculous broker predictions of $57, being just them trying to get their IPO customers out, before the big 50% crash. The idea that they could raise money is a joke.