Did SAP Overpay For Concur?

Since SAP announced to acquire Concur and eventually closed the acquisition for $8.3B many people have reached out to me asking whether SAP ...

Salesforce.com's $212 Million Acquisition of Heorku - A Sparkling Gem In Radiant Future Of Cloud And PaaS

I met James Lindenbaum, a founder of Heroku, in early 2009, at the Under The Radar conference in Mountain View. We had a long conversation o...

Software Is The New Hardware

Today Intel announced that it is buying McAfee for $7.7 billion. This acquisition made people scratch their heads. Why McAfee? The obvious a...

Cisco and Juniper eyeing the long tail of consumers for their second act

Very few companies have excelled in business beyond 25 years only with their first act, a product or a business model. Some companies recogn...