Software Pulse

Business Strategy for Software Executives

August 9, 2005

Bryan Stolle

The Truth About Software Consolidation

Observers who dismiss the enterprise software industry as "mature" will miss out on significant opportunities.

By Bryan Stolle, Agile Software

When you look at the innovation going on in the software business today, it is surprising that many analysts and investors can describe the entire, $600 billion, many thousand company industry with words like "mature" and "consolidating."

New business models and technologies are taking hold across the software vendor landscape. Yet the intricacies of the market seem to be lost to financial analysts, market researchers - even vendors themselves. It's time for industry outsiders - and insiders for that matter - to roll up their sleeves and do the hard work of separating the wheat from the chaff in terms of software opportunities in this "consolidating" industry.


Free Software Strategy Downloads

The Software 2005 conference made news throughout the industry. Now share the insight the attendees received. Major Software 2005 keynote presentations and panels are available online in video or Podcast format. Visit the Software 2005 post-conference page for presentations from all presenters and other post conference news.

The Downside of Selling "Vapor"

AMR Research's Bruce Richardson gives the back story on the coming battle between the SEC and former i2 CEO Greg Brady and two other top execs. It shows the dark side of the "go big or go home" strategy.

The SEC's complaint against Brady and his former colleagues is a compelling read. The juicy details start on page 11 with email transcripts about selling "pure vapor." The document also has background on the problems with Nike, K-mart, and Best Buy.
View the entire document >>

Automating the Coordinating

Mike Nevens expands on his recent post to The Next Big Thing Blog. Fewer enterprise workers are making and selling while more are researching, coordinating and monitoring. This presents a great opportunity for software-as-a-service vendors.

The Power of China

Chris Horn gives a first-hand account of the nation's software capabilities in this week's entry to the Blog on China.

Share your insight on the software business. Email us with your submissions to the Blog.

Poll: A Monopoly Mindmeld?

Microsoft appointed former Wal-Mart executive Kevin Turner as COO. What does that mean for Microsoft?
Take our Pulse Poll >>

Last week, visitors gave their opinions on "Vista," Microsoft's name for the next version of Windows.
Give your opinion and see the results >>

More at

Read the most important enterprise software industry news of the week >>

Monitor the latest software venture capital deals >>

Size up last week's software M&A deals >>

See who’s made it to the top in our list of recent software executive appointments >>

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Parting Thought

“Sometimes it's better to light a flamethrower than curse the darkness.”
— Terry Pratchett

Courtesy of Malcolm Kusher, The Kushner Group