SAP BBD - heir or stepchild?

Is Business By Design, SAP's next-gen SaaS offering the most exciting innovation to come out of its labs as its executives were promising just a few months ago, or a cannibalization threat to its staple existing products?

As it confirms what Dennis Howlett speculated earlier in week - a delay in rollout and a cut in investment in BBD - it will likely be the focus of many questions at Sapphire coming up this weekend.