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Business Strategy for Software Executives |
August 9, 2005 |
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The Truth About Software ConsolidationObservers 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.
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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. Automating the CoordinatingMike Nevens expands on his recent post to The Next Big Thing SandHill.com 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 ChinaChris Horn gives a first-hand account of the nation's software capabilities in this week's entry to the SandHill.com Blog on China. Share your insight on the software business. Email us with your submissions to the SandHill.com Blog. Poll: A Monopoly Mindmeld?Microsoft appointed former Wal-Mart executive Kevin Turner as COO. What does that mean for Microsoft? Last week, SandHill.com visitors gave their opinions on "Vista," Microsoft's name for the next version of Windows. More at SandHill.com: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 >> Send us your feedback on this newsletter and the SandHill.com site. Parting Thought“Sometimes it's better to light a flamethrower than curse the darkness.” Courtesy of Malcolm Kusher, The Kushner Group |
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