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Salesforce.com Is the Only Grower in Software

By Jim Cramer

About this article:
Hardly a day goes by when I am not asked whether we should be buying Microsoft. Every time, including last night, I answer that Microsoft is nothing more than a bank. Looks like, after this quarter, the analogy is more apt than ever! When will people recognize that we have a no-growth industry on our hands when we talk about personal computers, yet the companies in the business still act like it is a growth annuity? When will we recognize that companies like Microsoft are just gigantic GDP plays, worldwide GDP plays, and in this case with a product people don't really care for? At least Intel has a hefty dividend and the superior product. I am sure there will be people who say, "Don't worry about Microsoft. It has to come back." I come back and say, if you want growth and you want software and you want...

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