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Totally agree with The Dawg. If we were back a dozen years ago or so, it would be like this guy saying that there could only be two successful software companies in the world.
Jan 07 17:06 pm
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All Comments by SpareTimeFun »New Rivals May Torment Salesforce.com and Concur - Barron's [View article]
On demand applications compete on function -- expense reporting, travel booking, salesforce automation, etc. -- not on the software delivery model. The delivery model drives up value because of the lower costs and therefore higher leveraged profitability.