### Comment:
NOW announcement isn't going to make a big difference

### REPLY:
NOW should help indicate what’s going on in the enterprise software market, but watch NOW earnings for any indications about customer service market shifts. Investors are worried that NOW will be eating into CRM’s market in customer service. This has been important because Service Cloud is such a substantial portion of CRM’s business and it was growing about 2x the rate of core sales cloud.

### END.