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Eric Benhamou & the Turnaround of 3Com (Part 13)

Posted on Saturday, Sep 1st

3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large

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Concur’s SME Opportunity

Posted on Tuesday, Aug 21st

I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good

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On-Demand BI – Not Just for SMB

Posted on Friday, Aug 17th

By David Hatch, Guest Author As a brief introduction, Sramana Mitra and I, after a short on-line discourse, determined that my research into user organizations’ perspectives about BI technology, processes, and investment intentions would be of value to readers of this blog forum. As a primary researcher in the BI space, I am very interested

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Enterprise 3.0 Event: Nuggets

Posted on Thursday, Aug 16th

Here are some of the nuggets from the MIT Enterprise 3.0 event last night: * If you are an entrepreneur looking for opportunities to focus on, there are white spaces in the portfolios of larger players like Microsoft, Google and Cisco, especially in the area of Prosumer productivity and collaboration. Probably more built-to-flip models. *

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VMWare’s IPO: Wait?

Posted on Wednesday, Aug 15th

It has been a strange summer of uncertainties elsewhere in the market, but certainly, VMWare’s hot IPO has not felt any of the pressure. In fact, it has made a slow August exciting with one of Tech’s most important events this year. Eric Savitz at Barrons reports: “EMC (EMC) today generated a massive return on

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Concur CEO Steve Singh (Part 6)

Posted on Saturday, Aug 11th

Dealing with and properly addressing change is a substantial aspect of the success or failure of companies. Shifting to the on-demand model without any other examples to follow was visionary, but if implemented incorrectly could have been devastating as well. SM: How did you change the channel at this point? You shifted to an on-demand

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Concur CEO Steve Singh (Part 4)

Posted on Thursday, Aug 9th

SM: 1998 you went public with $6M a quarter revenue. What happened after that? SS: The company did well in the public market for a period of time. One of the major changes for us was in April 2000, before the bubble burst. A true story, which gives you some context about us. I was

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Enterprise 3.0 Event

Posted on Sunday, Aug 5th

If you want to come hang-out with me on August 15th, and kick around the Enterprise 3.0 concepts, register for this MIT Club of Northern California event at Cooley Godward. Also, if you have an exciting Enterprise 3.0 concept, and email me in advance, I will work you into the discussion. If you come, for

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