Demian

RightNow Proves 'Software as a Service' Isn't Perfect

From a Wall Street perspective, it's awfully early in the game to make sweeping assessments of the SaaS business model. It's much easier to look forward and make predictions based on fundamentals.

But what do we base our predicitons on? I, for one, would look very closely at comps on unit economics like COGS and Revenue per user as key indicators of future value.