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VP Strategic Growth at Unifi Software. Previously VP positions at HP Vertica, Yankee Group and Aberdeen Group, amongst others.

2 responses to “My 2 cents on Oracle, Salesforce and the Cloud”

  1. satish

    and the on-premise apps business (Siebel, etc…) isn’t much better….

    i disagree on the above. oracle CRM which is primarily Siebel CRM new license growth was up 20%, i think siebel on premise CRM is doing very well and will continue to do very well for more years…

  2. Nicholas

    Erh, are you serious!

    Name me one SaaS vendor making decent margins – SFDC has been the tip of the SaaS hype bubble and does not make a profit and who’s share price is fast heading for a major tumble (they are currently offering customers 40% discounts to sign up with them – the kicker is these discounts are being offered on the basis they will remain in place even when their clients contracts renew – why would a successful company offer such discounts if there were not struggling?

    To top this off we now see the likes of Gartner reporting a trend in early Large Enterprise SaaS adopters starting to head back to the On premise fold. This may explain all the recent SaaS vendors like SuccessFactor and RightNow selling up? I mean is SaaS not supposed to be the new holy land? If so, why are these firms not holding out and charting a course to be the next Oracle or SAP? Maybe it’s because they know that it’s time to cash in becuase a bubble is about to pop.

    Don’t get me wrong, I am a strong believer in SaaS having a place at the table, but, we need to be sensible in reorganising that at the end of the day it’s just another deployment method providing customers a choice to either insource or outsource.

    Cheers

    Nicholas

    PS forgive typos as comment typed out on my iPad while travelling in a cab whose driver seems to have a death wish 😉