Consolidated. Game Over. Less than a year ago, few dared question Larry Ellison's version of "Survivor" in the software industry. Courtesy of Sadagopan I saw this Graveyard blog.
But look at the froth of new and growing software companies.
BusinessWeek lists software and tech services as the lead category in its top 100 growth story. Not stars like salesforce.com - secondary players like Concur for T&E processing, Quality Systems for healthcare providers are sizzling,
Wait for the next crop of SaaS, Open Source, Web 2.0, SAP Netweaver ecosystem plays in the years to come (though SOX may crimp plans to go IPO and many will get acquired instead).
More market fragmentation ahead. Not just one Survivor. More like the entire casts from each of the several versions of Survivor - Palau, Thailand etc. Graveyards? They have seen far scarier places and keep on ploughing ahead.
