potential fy14 earnings, page-13

BP is already established and profitable - the industry is booming. BP is operating at the very important client-facing value-adding part of the cloud food chain. They don't have to own the servers - neither do their clients and isn't that what cloud is primarily about?
Big tickets are clipped by the Amazons who own the servers AND the facilitators linking businesses to the servers.
Carsales clips the advertising revenue and not car sales.
Professional services is just a necessity for the smaller businesses without adequate in-house ICT staff - it is not core.

Some smart investor once said.....
Price is what you pay, value is what you get.

BP ticked the boxes - happy to hold for at least a couple of years.