Good article on Seeking alpha where Rick Sherman shares his view on how inspite of titans acquiring several companies, ISVs will continue to inoovate and be a great force. Click the texts below read the full article at SeekingAlpga.
The death of the independent software firm is greatly exaggerated.MicroStrategy (MSTR), SAS, Informatica (INFA), Actuate (ACTU) and Teradata (TDC) are just some of the independent firms that are probably getting tired of hearing that they are no longer viable. And their long-time and happy customers are probably wondering what the industry analysts and pundits are smoking when they proclaim that the software titans have taken over the world of BI and DW.
Does the Rule of 40 Work for Hardware?
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I've written about the Rule of 40 since 2015, and it's now gospel in SaaS.
Does it mean anything for a company that makes physical things? Yes - but
you ha...
10 hours ago
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