Salesforce.com should not drop the SME ball

As we discuss SaaS, in the Enterprise and in SME markets, the first company that comes to mind is Salesforce.com (Nasdaq: CRM). 2007 was an excellent year for Salesforce.com. It crossed the 1 million mark in subscriptions. Its stock price has increased almost 50% from $36 last year to around $53. It hit a 52-week

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Omniture’s SaaS Offering is Critical to the Web’s Future

In yesterday’s post Trend Radar 2008: SaaS in the Enterprise, I mentioned that Omniture with its specialized application of Web Performance Management is gaining ground rapidly in the enterprise. According to a recent report published by IDC, the Web analytics software market reached $397.5 million in 2006, a growth of 25%. Over the next five

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Time to Buy Comcast?

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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Concur’s Stock Gyrations and SaaS Investing

In this morning’s Trend Radar 2008: SaaS in the Enterprise, I said I will keep recommending SaaS stocks despite rumblings of a recession. Concur (Nasdaq: CNQR) is such a stock. It is a leading provider of on-demand Employee Spend Management services in the niche area of Travel.

Jon Rubinstein (Palm) vs. Steve Jobs (iPhone)

2007 has been a turbulent and eventful year for Palm. A quarter of Palm was bought by Elevation Partners for $325 Million, and Jon Rubinstein, the former Apple executive who was behind the invention of iPod, joined as Executive Chairman. In my analysis prior to the Elevation deal, I suggested a turnaround formula based on

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Is Google Invincible?

Google is powerful. Of course. But is it invincible? According to Hitwise, Google accounted for 64.49% of all U.S. Searches in the four weeks ending October 27, 2007. According to RimmKaufman, Google controls 79% of the pay-per-click ad market. Google derives 99% of its revenue from advertising.

RIM is already replacing Laptops

Yet another smartphone company that I expect will continue to do well in 2008 is RIM (Nasdaq: RIMM). Most importantly, it is validating one of my hypothesis of the smartphone gradually becoming a laptop replacement device. It had a fantastic year owing to the momentum in the smartphone market catalyzed by the iPhone launch. It

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Apple of Our Eye

2007 was a big year for Apple. With the launch of the iPhone, it has galvanized the convergence device movement and changed the landscape of the mobile industry, as well as my blog. Shares hit $200 for the first time, recently, although it is now back down to around $195. Conceivably, the stock price will

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