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It's the economy, stupid
salesforce.com reports 34% revenue growth this quarter, while SAP and Oracle stare at each other
MetroPCS added over 500,000 customers last quarter, while Verizon, AT&T and Sprint concentrate on each other
While Microsoft and Dell warily watch Apple's ads mocking PCs, Netbooks are hurting them all.
Cartridge World reports 13% growth as HP's printer groups reports a 19% drop.
It's trite to say recessions spawn innovative new companies. Additionally, they provide rocket fuel to disruptive, price competitive players.
February 27, 2009 in Industry Commentary | Permalink