SAP had already said that ByD would serve customers with 50 users or more and execs said the sale to the New South Wales Department of Trade & Investment was evidence this strategy is succeeding. Hagemann-Snabe also talked about the company's Business One as being the strongest product in the SME market and that ByD, coupled with its Success Factors unit, is being sold in to the upper midmarket, apparently by the direct sales force while "Business One is in the cloud delivered by our partners”. This is a clearer statement than we've seen before on the results of repositioning. A spokesperson says ByD is still very much a channel product. But the webcast tone seemed different. From SAP's point of view, the big story was its more than 1 billion euros (about $1.2 billion) in software sales for the first time in a second quarter. After rattling off percent gains and competitive wins, Co-CEO Bill McDermott called on competitors to "throw down your weapons. Resistance is futile." Well, his tone was almost that ebullient. McDermott was coy about U.S. results saying only they rose by double-digits while providing specific numbers for all other geographies. That reflected the forced exit of North American president Robert Courteau over what top management thought were lousy tactics. Worldwide, revenue was up 19 percent in constant currencies. The Americas revenue was up 32 percent.