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Or Bill McDermott, the Co-CEO of SAP (SAP), comes on and, you know what, I think he's allowed to give his hard sell and deserves it when you consider the growth that he is having now in Europe and the share he is taking from everyone else. If only that stock would pull back? I doubt it. We just had a pullback to $77 and it lasted about as long as the blink of an eye.
For Facebook, It's All in the Eye of the Beholder Posted at 11:41 a.m. EST on Thursday, Jan. 31 Facebook's (FB) great. Facebook's horrible. Facebook's cheap. Facebook's expensive. Facebook's growing like a weed. Facebook's growth is already slowing. Which is true? How could there really be such extremes in sentiment here? Believe me when I say I am only hearing extremes, as there seems to be no middle ground at all with this stock. The answer? It's all in the eye of the beholder. People are seeing what they want to see in Facebook. Let me give you the bear case, which puts you in the head of the sellers. Then I'll give you the bull case, which allows you to understand it from the perspective of the buyers. It's the only way, frankly, to explain the stock's wild ping-pong game: First it'll hang in, even after a huge rally, then it'll give up the ghost before it settles in where it was a fortnight ago -- before the big price spike.