Wed 16 Nov 2005 05:44:23 PM PST
Ray Lane on enterprise software
This is the Ray Lane interview at BusinessWeek that I've cited enough times in private mail that I might as well put a link here for future reference.
"Right now, the enterprise market is a tough place."
"The numbers are unbelievable here. The top 15 software companies are 84% of the revenues in the industry. The top three generate 75% of the profit, and the top one generates 57% of the profit. [Underneath that] it's becoming a wasteland."
(more links at enterprise software's troubles)