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July 11, 2006


Brad Feld

Eric - I saw it this morning and was excited. I read it and was very disappointed. While I like the conclusions they came to, they didn't surface their assumptions very effectively and the one's that I could figure out (or infer) didn't feel very robust to me. As a result, I didn't think the conclusions actually had any validity.

vinnie mirchandani

As MS is finding out I think SaaS to be robust is going to need heavy capital investments in high-availability grids, security etc. On the other hand it has the promise to laser focus on features users are really using to invest R&D in (since vendor should be able to monitor rather than guess or survey features in use). Also, we could see a move to more of a self serve sales model...but I think still too early to predict economics in the enterprise apps space

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