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SaaS'y
1 Comment
Salesforce.com: Ticking Time Bomb [view article]
Your comments may be accurate on the valuation risks from a traditional stock analysis standpoint, but you have overlooked a much larger trend in the Software maketplace, and that is transition to Software as a Service model. CRM has a 8 year lead on this, Oracle and SAP have not succeeded here because of the direct conflict SaaS revenue has with the traditional $2Million upfront models they are used to. Customers much prefer to not install, customize, and own the assets, and are therefore eager to move to SaaS based licensing models for software. SaaS is becoming the next platform for acquiring software, it erodes the $3Trillion traditional enterprise software spend... your math should consider the broader market oppty. Feb 14 12:24 PM