Nick Carr has a lot vested in making sure his vision of utility computing comes true. So he cannot wait to say "aha!" as he hears Henning Kagermann of SAP say SaaS is "the better model".
Read it closer, Nick. He means better model for SAP. It would be travesty for buyers if SAP and partners can continue to rack up the TCO companies have spent on enterprise applications for the last two decades. And merely change the total from Capex to Opex.
Read it even closer. Henning specifically talks about small customers. And he means horizontal, commoditized ERP functionality, not his vertical engines which make those on the A380 look cheap. His mainstream large customers would continue to pay what his lieutenant Shai calls a large "tax"
Nick, you may say "aha". I say "SSDD" - little has changed, till I see the kind of breakthrough economics I wrote about here.
