From: Nicole Urken Sent: Monday, June 04, 2012 8:28 AMTo: James CramerSubject: CRM-Buddy Media

Salesforce.com Signs Agreement to Acquire Buddy Media

From: James Cramer Sent: Monday, June 04, 2012 8:36 AMTo: Nicole UrkenSubject: RE: CRM-Buddy Media

Bad for Millennial Media and ExactTarget

From: Nicole Urken Sent: Wednesday, June 06, 2012 6:27 PMTo: James CramerSubject: 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

From: James Cramer Sent: Wednesday, June 06, 2012 6:45 PMTo: Nicole UrkenSubject: RE: CRM-Buddy Media

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… that’s the problem

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