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  • IPO Analysis: Workday's Growth Rapid But Costly Compared To Peers Salesforce, NetSuite [View article]
    Projecting over time, WDAY can only get better if they maintain the SG&A expense ratio as R&D is bound to stabilize after the first few releases. Professional Services expenses is interesting since most product companies don't bother so much about their customers after the sale! Good for WDAY customers! (and good for WDAY?)
    Oct 2 07:16 PM | Likes Like |Link to Comment
  • O Multitenancy: Will Thy Survive Oracle? [View article]
    The bigger question to be answered is - Is Multi-tenancy more important than the business benefits people should be after? The answer is No. MT will be around as long as it delivers strong economic benefits.
    Oct 5 02:31 AM | 1 Like Like |Link to Comment
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