Google , SFDC : Waning Phase?

Joshua Greenbaum writes, salesforce.com is the next Siebel, the next CRM has-been, the next low-priced software buyout opportunity, unless somehow the company embarks on a remarkable turnaround from its current moribund strategy. It may take a couple of years, and there may be some big blockbuster announcements and a couple of good quarters in the interim, but it’s gonna happen, and it’s gonna be ugly. I definitely see merits in Greenbaum’s argument – SFDC may need to recreate itself to grow - the sustainable next big thing is still awaited from SFDC.


Bob Cringley writes that Google is sowing the seeds of its own eventual destruction. His point is by investing in so many good people and chartering them to generate and execute good ideas, Google is overstretching itself. His point: good ideas alone are not enough. The real money is in taking existing ideas and twisting the idea just far enough to make it work in a fantastic new way. Somehow I do not think that Google can be that easily written off – they have remarkable depth in their thinking and reasonable degree of strength in execution. Remarkable are the ways that law of nature plays itself!!

Update : Jason Wood comes with an outstanding piece in support of SFDC, in response to Josh Greenbaum's criticism on SFDC. Josh responds to Jason's criticism. I do not agree with Josh on the two quarter decline but I do think that SFDC needs to come with something significant to sustain the growth rates(despite customer lock-ins/deferred revenues - these would be seen as tail wind effect(s) when future numbers begin to roll out. There still remain lot more questions in front of SFDC to sustain its phenomenal growth rates - more particularly we have to see the speed at which it is able to establish itself inside fortune 500 enterprises.

Labels: Emerging Technologies, Emerging Trends, Google, Ondemand