Via Dan Farber some SAP BBD (SaaS) numbers. 150 customers to date, Expected at 1,000 by end of year. But expects less than $ 1 billion in revenue from the line by 2010, or likely 5% of total revenues then.
So even though SAP calls BBD its "biggest innovation", it will remain a sideline for the company for the near future.
To me, a sure sign the product line is becoming a core offering is when its Capex around the product spikes like other major SaaS vendors are reporting. Unless it starts to outsource the capital intensive portions of hosting and other data center operations to its partners.
