Comments on: Will Acquisitions Accelerate in the SaaS and Cloud Computing Industry? http://www.thinkstrategies.com/blog/2008/12/will-acqusitions-accelerate-in-saas-and.html This blog examines the business implications of IT service trends ranging from software-as-a-service (SaaS) and cloud computing to managed services and other on-demand services. Wed, 03 Nov 2010 22:38:58 -0400 hourly 1 By: THINK IT Services » Blog Archive » On-Demand Services Market Predictions for 2009 http://www.thinkstrategies.com/blog/2008/12/will-acqusitions-accelerate-in-saas-and.html/comment-page-1#comment-177 THINK IT Services » Blog Archive » On-Demand Services Market Predictions for 2009 Thu, 01 Jan 2009 22:17:43 +0000 http://www.thinkstrategies.com/blog/2008/12/will-acquisitions-accelerate-in-the-saas-and-cloud-computing-industry.html#comment-177 [...] Acquisitions/Alliances - With the valuation of SaaS/cloud computing companies going down, the buying power of incumbent software vendors (iSVs) will rise. Companies like Microsoft, Oracle and SAP will acquire a series of SaaS/cloud computing players to accelerate their migration to the on-demand services world. Hardware vendors such as Dell, HP and IBM, as well as offshore companies like Infosys, Tata and Wipro will also make acquisitions to enhance their systems and automate their services respectively. With traditional funding sources drying up, many SaaS/cloud computing companies will seek corporate alliances which can provide alternative financing options and strengthen their positions in the market. [...] [...] Acquisitions/Alliances – With the valuation of SaaS/cloud computing companies going down, the buying power of incumbent software vendors (iSVs) will rise. Companies like Microsoft, Oracle and SAP will acquire a series of SaaS/cloud computing players to accelerate their migration to the on-demand services world. Hardware vendors such as Dell, HP and IBM, as well as offshore companies like Infosys, Tata and Wipro will also make acquisitions to enhance their systems and automate their services respectively. With traditional funding sources drying up, many SaaS/cloud computing companies will seek corporate alliances which can provide alternative financing options and strengthen their positions in the market. [...]

]]> By: Bruno Collet http://www.thinkstrategies.com/blog/2008/12/will-acqusitions-accelerate-in-saas-and.html/comment-page-1#comment-170 Bruno Collet Fri, 12 Dec 2008 17:42:00 +0000 http://www.thinkstrategies.com/blog/2008/12/will-acquisitions-accelerate-in-the-saas-and-cloud-computing-industry.html#comment-170 As a counter-argument (although everything you mention remains true):<br/>IMHO SaaS "image" is of SMBs serving solutions to other SMBs. In other words, it's not just the on-demand nature of SaaS that makes it attractive, but also the fact that customers deal with companies that are <em>not</em> Microsoft, <em>not</em> IBM, and so on.<br/><br/>Bruno Collet<br/><a HREF="http://www.brunocollet.com/blog" REL="nofollow">Execution in the Information Age</a> As a counter-argument (although everything you mention remains true):
IMHO SaaS “image” is of SMBs serving solutions to other SMBs. In other words, it’s not just the on-demand nature of SaaS that makes it attractive, but also the fact that customers deal with companies that are not Microsoft, not IBM, and so on.

Bruno Collet
Execution in the Information Age

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