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No. of Recommendations: 0
( BOO! A customer deciding to move to its own solution is never good, at least in the short term (think TWLO and Uber). Slack clearly seems to be onto something. However, as management stated adoption continues to be a grind. Let’s see what kind of traction Connect can get the next couple of quarters.

Well rumor has it Salesforce might buy Slack now. Slack up 30%. I think the market is acting like it’s a done deal. I sold 1/2 of my 8% position today, mostly due to wanting more Zoom before earnings.

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