The cloud's not-so-silver lining

At Business Week, Sarah Lacy has a good article on the daunting challenges that software-as-a-service companies face as they try to build vibrant, profitable businesses. Some traditional software powerhouses, like SAP, are spending a lot to develop web versions of their applications, but they have little to show for the investments so far. Pursuing two radically different business models simultaneously, they're running a race with their legs tied together. Oracle, for its part, is deliberately...