Enterprise Software, Cloud, SaaS and Open Source: Not Separate Markets
Dennis Byron submits: Autumn begins in North America on September 23. You wouldn't know it from the daytime temperatures from Phoenix to Poughkeepsie on this last day of summer. Instead, the giveaway is the slew of enterprise-software user conferences being held or planned around the U.S. and the reams of paper and millions of keystrokes being generated on related press releases and blog postings. So it's time for the annual warning: don't invest anything on the basis of the misleading PR and blogging that says something along the lines that enterprise software is dead, while the public cloud, SaaS and open source are replacing enterprise software. Here is a typical offending blog post from GigaOM touting Amazon (AMZN). I choose it because it picks up on three out of the four misleading memes I mention above and even uses Gartner data that proves otherwise as its lead. But it's only one example among many.Complete Story » seekingalpha.com |
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