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The Stack Fallacy | BY ANSHU SHARMA

Strategy, SaaS, Entrepreneurship and VC

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Archives for March 2007

Sun winner as IDC validates Jonathan Schwarz’s Bus Metaphor

admin · March 20, 2007 ·

As I wrote in a recent post The comeback story of Sun, Sun seems to have made some good solid bets in hardware and they seem to be paying off. Jonathan Schwarz recently wrote a post on the move towards bigger servers entitled The Glamor in Mass Transit. The latest IDC report on servers confirms […] 

Did Huawei cause Cisco to buy WebEx?

admin · March 16, 2007 ·

I just returned from the SaaS Summit organized by OpSource in Monterey, California (more on that later) and a lot of the discussion turned to Cisco’s WebEx acquisition and what it means for SaaS and the high-tech industry in general. Most of the reasons cited for Cisco’s move to acquire WebEx by experts were around […] 

Don Dodge say VCs invest $40 billion with only $18bn in exit: some addional data points

admin · March 13, 2007 ·

Don Dodge has written an excellent piece Venture Capitalists and Angels invest $40 Billion per year but see only $18B in exits that Jeff Nolan and Jason Wood have commented on(hat tip to ). The core thesis of his post is that “exits have averaged $18B over the past 6 years while investments have averaged […] 

Peek inside the Kitchen: Why SaaS customers should care about SOA?

admin · March 13, 2007 ·

If you are a customer that is using on-demand CRM, HR, Reporting, you may think that you probably need not bother about SOA. After all, SaaS is akin to ordering a meal at a restaurant rather than cooking one yourself. But actually you should care about how the meal is prepared, metaphorically speaking, for several […] 

Prosper could get bigger than Google

admin · March 12, 2007 ·

Prosper is a P2P lender founded by former E-LOAN founder and CEO Chris Larsen and follows in the footsteps of Zopa, a UK based startup. Prosper has helped originate loans over $35 million over the last 18+ months. The unsecured consumer lending market is huge- if you think Google’s potential playing field or EBay’s universe […] 

Power of visualization: Debunking Myths about the Developing World

admin · March 8, 2007 ·

Debunking Myths about the Developing World With the drama and urgency of a sportscaster, Prof. Hans Rosling uses software from Gapminder debunks a few myths about the “developing” world. This global health visionary has discovered a powerful new way to communicate complex data about the world; his remarkable interactive graphs help deliver profound insights about […] 

Launching The SaaS Plugin Report: Are you plugged into the grid yet?

admin · March 6, 2007 ·

I have started a new blog hosted on Oracle Blog network, it is called The SaaS Plugin Report and will focus exclusively on Software-as-a-Service. I recently switched roles at Oracle from Identity Management to work on a new initiative focused on Software as a Service primarily working with on-demand ISVs and hosting companies. Here is […] 

Hijacking the Hello

admin · March 4, 2007 ·

Hello! In an exquisite marketing campaign that will become deeply embedded in your psyche over the next 6 months- Apple has launched its “Hello” tv ad. If you think about it, this is a master stroke as over time with repeated exposure to this ad you will associate the word Hello to Apple iPhone. Essentially […] 

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