Epocrates: a good case-study for precisely segmented B:B Advertising.
Larry Ellison has invested in some of the early pioneers of the On-Demand Software-As-A-Service business model, thereby disrupting the Enterprise Software market.
Google acquires hosted word-processing software that they are likely to offer as a service. Where is this going?
How can Apple gain market share in the enterprise?
What should Google buy to diversify out of their Advertising-ONLY revenue model?