Cracking The Code: Death Sentence for SaaS.or for Lawson?
Cracking the Code
SEPTEMBER 2, 2008
He should have invested in Lawson obviously… I could not track back their stock price in 1998 when NetSuite was launched, but since Jan. If that were the case, most of the Cable and Wireless companies who have been using a similar business model would have gone bankrupt a long time ago and Saleforce would not have 20% FCF margins today.
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