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
SM: You mentioned a little about the interest on behalf of vendors to sell into small and medium business. Can you discuss the base differences between enterprise selling and SME selling? SME is hot right now. AS: SME is huge because companies are realizing you can get to the first $100M selling to enterprises, but
I just got off the phone with Eric Benhamou, with whom, as you know, I have been discussing 3Com and Palm recently. I said earlier, that 3Com is trying to take on Cisco with its Chinese JV H3C in my Online Video Beneficiaries series, and that Cisco is a fat company that deserves to be
SM: How big is the market? How do you calculate TAM? What is your business model? UM: One way to calculate TAM is by the money available to spend today on sales intelligence. This includes licenses to database information, such as Hoover’s. There’s about $5-10 billion spent today on this in the US market alone.
One of the things I did when I designed the Intarka product was that I went and interviewed tons of really good sales people to understand the various kinds of tactics they use to prospect. To this day, this experience has always helped me in my various business development activities, and has today become second
SM. What was the market landscape like when you founded the company? Competition? Competitive Positioning? UM: The market landscape did not include any “true” competitors at that time and still do not today. InsideView represents a unique technology that uses Web 3.0-type features to address sales issues in the enterprise. Although they aren’t true competitors,
While we have been revising the Enterprise 3.0 definition, and introducing sales methodology into the framework, I thought it would be a good time to drill down into certain aspects of Sales, and explore some best practices. With that goal, I first bring you an interview with a company called InsideView that focuses on making
So the variable I talked about adding to the Enterprise 3.0 formula is Small Medium Enterprise (SME). Why is SME important? You’ve heard me say this before. But let me reiterate. For one thing, there are 25 Million of them, with an enormous spending power. To give you an example of a software company that