Salesforce.com's (CRM) AppExchange will either grow on it's own, bringing huge returns, or it will be bought out.
Televisa (TV), 51Job (JOBS), and Asiainfo (ASIA) have had good runs, and there are or will be better opportunities elsewhere.
TV: profit of 51%
JOBS: profit of 9%
ASIA: profit of 142%
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Salesforce.com, inc. is the provider of application services that allow organizations to share customer information on demand.
Grupo Televisa, S.A. is a media company in the Spanish-speaking world and a participant in the international entertainment business.
51job, Inc., incorporated in March 2000, is a provider of integrated human resource services in China, with a focus on recruitment advertising.
AsiaInfo Holdings, Inc. is a leading provider of high-quality telecom software solutions and security products and services in China.
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