The NetSuite formula continued in its fourth quarter ended December 31: Revenue, non-GAAP earnings, the GAAP loss and size of deals all grew. And CEO Zach Nelson took whacks at Microsoft and SAP and for the first time, DemandWare. So lets talk about the channel. In this week’s fourth-quarter earnings webcast, Nelson said “Next year [2013] we will be investing more in indirect sales than in direct sales proportionately.” Read more...