Posts Tagged 'SaaS'

 
Borrowing from the Supreme Court

I listen to NPR on my way to work. Today, as part of the coverage of the impending Supreme Court ruling on the healthcare law, there was a really interesting segment on how the Supreme Court Justices decide cases. More than a decade ago, The Cutter Business Technology Council decided to employ this same method, and thus the Cutter Council Opinions were born. (Here’s a sample Opinion on cloud computing.) In a nutshell, the Council Fellows begin with a simple Assertion, capturing a specific nascent trend. The team debates the idea, and if it still stands after this first round, its champion writes a Syllabus describing the idea in more detail and sketching out his or her rationale. …

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Washing IT

 Israel Gat | Dec 8, 2011  No Responses
Dec 082011
 
Washing IT

Colleague Stephen Andriole preempted me with his excellent 2012 prediction Valuation Models Will Overweight the Importance of Cloud Delivery. I could not agree more with his over-arching message: Wall Street will dramatically modify their valuation models of software and technology services companies to overweight the importance of cloud delivery. Human nature being what it is, I expect we will be witnessing a ton of “washing” in 2012 and beyond. In particular: Cloud washing SaaS washing Multit-tenant washing Your investment style is, of course, your own private business. For example, you might be very successful using The Greater Fool Theory. However, if you are into Value Investing, I would allow myself a word of caution. For …

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Industry-specific SaaS/Cloud Solutions will Proliferate

The success of horizontal, enterprise Software-as-a-Service (SaaS) applications and generic, Infrastructure-as-a-Service (IaaS) Cloud offerings in 2011 will not only fuel accelerated growth of these “on-demand” alternatives to traditional, on-premise hardware and software, but will also spark a new wave of industry-specific, vertical market solutions in 2012. These solutions will be built to target common inefficiencies within businesses and across the supply-chains in particular industries. The growth of these industry-specific SaaS/Cloud solutions will have a significant impact on the way these industries operate, improving their performance and profitability. [Editor's Note: This post is part of the annual "Cutter Predicts ..." series, compiled at the Cutter Consortium website.]

 
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The rapid growth of Cloud Computing has been fueled by a combination of economic and technological factors, but sustained by the immediate business benefits which have clearly demonstrated that it is not just another over-hyped tech trend. I expect this market to grow even more rapidly as organizations of all sizes move from asking “What is Cloud Computing and why is it important?” to “Where and how can I capitalize on the Cloud?” These organizations will leverage a combination of public, private and community Cloud solutions. They will also migrate to SaaS-based enterprise applications which include social networking capabilities similar to those found in Salesforce.com Chatter. A growing number of organizations will also capitalize on …

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