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Top Seven SaaS Startups

Posted on Saturday, Jul 26th

In the recap mode, here are the top seven SaaS startups that I am tracking: * Qualys – Managed security and compliance; Interview with CEO Philippe Courtot; Forbes Column: The Next VmWare.

Forbes Column 08: The Next VMWare

Posted on Tuesday, Feb 19th

Here’s my Forbes piece, The Next VMWare. Related readings:

Trend Radar 2008: SaaS in the Enterprise

Posted on Monday, Jan 7th

A Gartner report from August 2007 predicted that SaaS adoption in the Enterprise will be rising at a 22% CAGR through 2011. Worldwide total software revenue for software as a service (SaaS) within the enterprise software markets is projected to surpass $5.1 billion in 2007, a 21 percent increase from 2006 revenue ($4.2 billion), according

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Verisign Needs to Acquire

Posted on Thursday, Oct 11th

Verisign (VRSN) provides services for the security of business activity over networks and the Internet. The company consistently relies on its core existing programs of domain registry and SSL certificates to produce results. Is it enough to continue to increase shareholder value? The company has two divisions: the Internet Services Group (ISG) and the Communications

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Google’s Enterprise 3.0 Strategy

Posted on Monday, Jul 9th

Google acquires Postini for $625 Million. This is an excellent acquisition, as Google was already using Postini’s spam filtering technology for Gmail earlier. This acquisition also marks Google’s next move into the Enterprise 3.0 space. Postini is a global leader in on-demand communications security and compliance solutions serving more than 35,000 businesses and 10 million

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Role Model Interviews

Posted on Sunday, Jun 10th

Over the last few months, I have done a series of interviews with leaders – CEOs, Entrepreneurs, Innovators, Technologists, Academics, and Social Entrepreneurs – which offer insights to young and old alike about key choices – in business, in career, in life. * Jerry Rawls, CoFounder & CEO of Finisar * Philippe Courtot, Founder and

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Google Enters Enterprise 3.0 Collaboration

Posted on Friday, Apr 20th

Google has just acquired a small Swedish Webex competitor, Marratech, entering the Enterprise 3.0 collaboration game. Earlier, Cisco acquired Webex for $3.1 Billion, and postured to take on Microsoft, a leader in the enterprise collaboration space. I used to wonder for the longest time why Google wasn’t buying Webex. Well, now all the pieces of

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Microsoft’s Growth Strategy Revisited

Posted on Thursday, Mar 8th

On April 10, 2005, almost immediately after I started this blog, I had written a piece called Microsoft’s Two Should-Be Acquisition Candidates, from the point of view of addressing the growth trends in the SME markets. The two candidates were: Autodesk (ADSK) and PayChex (PAYX). I have to pay close attention to Microsoft, since my

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