Jerry Murdock

If those guys start getting knocked off one by one, and enough of them get knocked off that the underlying value of Salesforce becomes less,

If those guys start getting knocked off one by one, and enough of them get knocked off that the underlying value of Salesforce becomes less,

then you're going to say Salesforce is going to be worth less.

then you're going to say Salesforce is going to be worth less.

But in the history of companies, Salesforce is like a Mount Everest, right?

But in the history of companies, Salesforce is like a Mount Everest, right?

It's an 8,000-meter peak sitting there.

It's an 8,000-meter peak sitting there.

It's not going to melt overnight.

It's not going to melt overnight.

That thing is going to be around for a long time.

That thing is going to be around for a long time.

The question is, how valuable is it?

The question is, how valuable is it?

And the way to look at it, that question, the way to analyze it, is how valuable are all those companies that build themselves on top of it?

And the way to look at it, that question, the way to analyze it, is how valuable are all those companies that build themselves on top of it?

If those guys start going down, well, then you're going to see some issues.

If those guys start going down, well, then you're going to see some issues.

It depends on what the timeframe is.

It depends on what the timeframe is.