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Web as platform-don’t forget the enterprise

As I have written before, most of the talk about this next generation web has focused around consumer applications.  I, however, have always believed that we should not forget the enterprise.  This resurgence of web-based and loosely coupled applications has been driven by consumer-based innovation but there are many pockets of opportunities for the enterprise […]

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Delivering software as a service

Adam Bosworth has an interesting post on the evolution of software and why software delivered as a service will be the business model of the future. As you know, I have always been interested in this trend since my first post in October 2003 and since I invested in a number of companies in 1998 […]

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Moving towards an on-demand world

I have always been a big believer of the hosted software or ASP (application service provider) model since we made our first investment in LivePerson in January 1999. One of our main competitors of that era was Kana, which at that time, did way better than LivePerson in terms of customers, revenue, and market capitalization. […]

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VOIP/Messaging in 2004

So I was at a New Year’s party recently and overheard a great grandmother and grandmother waxing poetically about the wonders of Net2phone and VOIP. Both of them happened to also have children/grandchildren living abroad and the cost savings from using VOIP is tremendous. While the penetration of VOIP is still quite modest compared to […]

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Citrix buys GoToMyPc maker, Expertcity-great day for ASPs

Congratulations to Expertcity and Andreas, John, and Klaus. It has been great to work with you from a board level over the last 4 1/2 years. When the transaction closes, I look forward to writing a little more about how you were able to persevere through some tough times, launch new product, stay focused on […]

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ASP Part II-Siebel buys Upshot, Motiva

Siebel Buys UpShot, Motiva If you can’t beat ‘em, join ‘em. On an earlier post, I commented on the return of the ASP model. It looks like Siebel is jumpstarting its efforts on the ASP side with its purchase of Upshot for $50mm + $20mm of earnout for 2003 and 2004. For an industry-changing hosted […]

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A big week for VOIP

I have been helping a friend of mine who is moving into town get access to local resources such as carpenters, painters, and restaurants. An email I received from him today had the standard list of questions on utilities but the one that surprised me most was, “Who is your cable provider and do they […]

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Is the ASP Model Back

Siebel and IBM team on hosted CRM service It feels like 1999 again when the ASP (application service provider) business model was all the rage. Why is Siebel trying this again when their most recent foray was a complete disaster? Bottom line: Salesforce.com is eating their lunch. Siebel’s enterprise license revenue model is coming under […]

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