categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
enterprise
Enterprise 3.0 Collaboration: eProject (Part 2)
[Part 1] Continuing in the vein of venture due diligence, here’s the second part of the eProject story. SM: What is the competition, and how do you differentiate? JP: A number of companies are in this market, from baseline project management tools like Microsoft Project to more traditional enterprise packaged software from companies like Planview,
Enterprise 3.0 Collaboration: eProject (Part 1)
I have discussed a framework for Enterprise 3.0 recently, and wrote a few pieces to illustrate the Saas and Extended Enterprise trends that I deem as the drivers. Here is a company, eProject, and its CEO Jeff Pancottine, answering some of my clarifying questions. At the heels of Cisco’s Webex acquisition, this seems to me
Cisco Acquires Webex, Beefs Collaboration
Cisco plans to buy WebEx for $3.2 billion in cash. Under the terms of the deal, expected to close in the fourth quarter, Cisco will purchase all outstanding shares of WebEx for $57 a share. WebEx shares closed at $46.20 Wednesday on Nasdaq, and last I checked, it was at $56.45. I love this deal.
SAP in India
We’ve had a lot of discussion on this forum about why there are no Technology Product Companies in India, and why such companies are needed. Let’s take a look at a company that is selling lots of technology products in India, and intends to sell even more: SAP. Recently, the Economic Times reported about SAP’s
Rearden Commerce: Contextual Services
I have written a few framework articles recently, defining Web 3.0 and Enterprise 3.0. I also wrote a piece towards the end of 2005, called What is this Sea Change? In this article, I am going to start coverage on a very interesting company called Rearden Commerce, which touches upon many of the concepts we’ve
Oracle Acquires Hyperion
Continuing his acquisition binge, Ellison acquires Hyperion (HYSL) for $3.3 Billion. This also continues the consolidation of the Enterprise Software space, which is now only left with SAP as the major other player. WSJ Coverage here. There are, however, a number of mid and small sized companies: Opentext (OTEX; Content Management; Market Cap $1.08 Billion),
Future of CAD and PLM: Part 2
In Future of CAD and PLM : Part 1, I mainly discussed the enterprise software workflow and trends around which the reshuffling of the industry will happen, and I said that Autodesk is by far the best positioned to reap the benefits of this shuffle. In this piece, I want to discuss Hardware and OS.
Concept Arbitrage: Web 3.0 & Enterprise 3.0
Last summer, I wrote a Concept Arbitrage series focusing on the Indian market. The market has moved, and Consumer Internet and Mobile Value Added Services, which were turning hot then, are much too hot now. Valuations are very high. Much too high. At this rate, I dread to think how long it would take to
