Mediaboss Marketing

From: Nicole Urken Sent: Monday, June 04, 2012 8:28 AM To: James Cramer Subject: CRM-Buddy Media

Salesforce.com Signs Agreement to Acquire Buddy Media

From: James Cramer Sent: Monday, June 04, 2012 8:36 AM To: Nicole Urken Subject: RE: CRM-Buddy Media

Bad for Millennial Media and ExactTarget

From: Nicole Urken Sent: Wednesday, June 06, 2012 6:27 PM To: James Cramer Subject: RE: CRM-Buddy Media

With the emerging names like Millennial Media & ExactTarget, could recommend buying a basket to diversify/mitigate risk. On other hand, CRM has a rich P/E but growing quickly and has established market presence which makes it less risky way to play emerging social marketing trends despite steep valuation

Unclear if any of the emerging players will be able to succeed. They all have to cannibalize each other to grow. CRM strong but hard as a Mad Money rec up here given it is so richly valued thats the problem

When it comes to the internet, we know the world is changing faster than ever before with a focus in particular, of course, on monetization of ads as marketing shifts from analog to digital (online and mobile). As we know, theres been much attention on the social media names (with Facebook

However, given the slew of new names that are plays on this important trend, it can be confusing to keep track of them. Right now, many of these new companies have different focus areas. For example, ExactTarget

We see this whenever we see a slew of new companies enter a new market. For example, in the 2005 to 2007 period, we saw a number of Human Resources companies came publicincluding Success Factors (recently acquired by SAP), Taleo (recently acquired by Oracle), and Kenexa

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Views on New Social Media Marketing Names