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Mon Jan 7th 17:06 PM | Rating: 0 0
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New Rivals May Torment Salesforce.com and Concur - Barron's

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.

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.
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