Clearly, Q3 was an anomaly. |
Consumer applications are becoming enterprise applications. |
Eighty percent of all revenue is concentrated in 15 enterprise software companies. Eighty percent of profit comes from three companies and over half of that profit comes from one company -- Microsoft. |
He had integrity, more integrity than most anyone I know. Whatever he told you, you could take to the bank. |
I believe that the enterprise software industry is at a crossroads. |
I don't think there are any limits. |
I'm shocked that we're still seeing $5 billion of VC go into software. |
If we are able to have just one person get information from this center that buys them time, then it is worth it. |
It's difficult to go from a product mindset, where you are selling just the software, to a service mindset, where you need to provide a service 24/7. |
Its economic structure may be unsustainable. |
Over the last seven to eight years, the Web has gotten easier to use. So if you project out five years from now, it will be even easier and more secure. |
Relationships change business outcomes. The question is how do you measure relationship capital and make sure that you're building it effectively? Visible Path understands the problem and is unique in its market approach and application of science to solve it. |
The customers just aren't happy with this industry and are unhappy with what they're seeing in products and unhappy with what they're seeing in services and the industry's understanding of their business. |
The entire software industry made one huge mistake in the late 1990s--it focused on buyers and not users. |
We're seeing a lot of Fortune 200 companies that are coming to Silicon Valley looking to find innovative companies. |