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The Stack Fallacy | BY ANSHU SHARMA

Strategy, SaaS, Entrepreneurship and VC

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KingDee

IBM invests in Kingdee of China (while everyone waits for Google to buy Salesforce)

admin · June 5, 2007 ·

While a lot of buzz has been generated about some Google-Salesforce announcement including speculations on Google acquiring Salesforce (and dismissals), the important news of the day seems to have been missed – IBM made a significant investment and acquired equity in Kingdee one of the local ERP vendors in China with global ambitions. Under the […] 

Organic growth story is now just a story

admin · January 12, 2007 ·

Organic growth works for human beings and cows. Not so well for large enterprise software companies. After beating up on its competitor for pursuing an acquisition-led growth strategy, SAP failed to meet its numbers this quarter. Message to Waldorf, Germany- let’s leave organic to California’s Yoga-loving Hybrid-driving meditation-praciticing vegans. For growth, you need to eat […] 

Ever heard of UFIDA, KingDee, Tally?

admin · September 18, 2006 ·

Well, you may never have heard of these enterprise software vendors but they are the giants from China and India. KingDee and UFIDA are #1 and #3 vendors in China and Tally is the top local vendor in India. Gartner recently predicted that a large vendor will emerge from China and India over the next […] 

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