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In this Tech Ticker segment, correspondent Sarah Lacy laughs and smiles and pitches softball questions — " is going to become Siebel, and you're going to become SAP?" (Siebel was swallowed up by Oracle, while SAP is Oracle's chief rival.) The flattery is effective: Lacy lets NetSuite CEO Zach Nelson talk, and talk, and talk. He spins a tale of how his company is poised for greatness;, for obscurity. And then the financials pop up on screen: is profitable, unlike NetSuite, and has nearly five times NetSuite's annual revenues. A ruthless evisceration. Nelson didn't even know he was being filleted. The full video: