SAP 404s sap.com blog post that said it's fallen behind on SaaS subs

Dear SAP

Look at Salesforce.com

Are you really prepared to invest in DC's at levels similar to AWS/Azure/Google?

Thought not - just choose one of them and work out how you can work together to grow your business.

I know it's against your natural inclination to try and provide a better customer service, but you never know - it might be the change that provides growth and increased revenues instead of waiting for a competitor to do this and start taking your customers from you. Something that you will realise too late and not be in a position to address when revenue starts to decline, the costs of your existing DC's spiral and you realise that you need more investment than you can afford to keep up...