Dead mouse bounce? Or are we seeing large accumulation because...

Dead mouse bounce? Or are we seeing large accumulation because the business model is sustainable and only really can grow from where we are? In terms of profit, I wouldn't be checking that out - lets worry about cash generation which is key, amort and deprecation are historic and don't actually generate cash - what we are spending money on now does.. SAAS business model generates additional revenue with lower investment for the next customer, so what we need is to know marginal cost per customer which is hopefully much lower then the new revenue generated by the customer?