Jason calls Josh a curmudgeon - which would typically mean I should line up with Josh. But I am squarely with Jason on this. Because Jason looks at an economic angle, whereas Josh sticks to integration and technology issues.
To compare salesforce.com to Siebel is to compare a Southwest seat to a BA flat bed. Every day Southwest flies over 250,000 passengers. BA flat bed capacity on a daily basis on its 747s and 777s is less than 7,000. Southwest average passenger trip is 800 miles. BA's long haul around 5,000 miles. BA's average long haul ticket costs, by my estimate 25X that of average Southwest ticket.
salesforce.com is going after a much larger, more cost sensitive SME market than did Siebel. Offering a "flat bed" to this market is overkill. If anything the bigger vendors have to react to salesforce.com price points of under $ 100 per user a month.
The other thing Josh does not factor is Southwest started off life as
I think I know who will have more turbulence the next few years. Food will be flying around, but it will not be much fun.