Private Equity on Steroids (Part 2)

How Serena went about translating a strong and steady cash flow into accelerated revenue growth with the risk of a new SaaS business model

Yahoo’s OpenID Endorsement

Yahoo’s OpenID announcement this morning, besides its obvious benefits, is a good step in the direction of the Extended Enterprise as well. More on this later.

Taking Stock

Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale

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Enterprise 3.0 Framework: Recap

I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0

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Concur’s SME Opportunity

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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Enterprise 3.0 Event: Nuggets

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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Citrix’s Collaboration Business Offers Strategic Options

I wrote about Citrix being an acquisition target for Oracle recently on the grounds of their on-demand collaboration product suite. Since then, I did a bit of digging on the numbers for the Citrix Online business. Whereas Citrix (NASDAQ: CTXS) is primarily an enterprise software company with: * $1.134B revenue 2006 * 60 million users

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Panel on Enterprise 3.0 & Collaboration

On June 25th, I am moderating a panel discussion on the future of Enterprise 3.0 Collaboration. If you are in the Bay Area, and interested in the topic, do consider attending. You can register here. And if you are one my readers, please do come up and introduce yourself.