After my recent posting on the emergence of a new set of archiving products - one Archivas is to be acquired by Hitachi Data Systems, congrats to Andres and his team over at Archivas - what is the likelhood that other pure plays like Kazeon, Permabit etc will be pursued by other storage, ILM and tier 1 players?
This is going to be the future trend in technology markets - the lessons learned by many of the larger vendors on the mid/late 90s of buy over build, is that time to market requires you to buy strategic or disruptive emerging technologies, nobody wants another BEA to happen, billion dollar player, IBM, MS, Oracle & Sun spend millions trying to catch up and get back market share at strategic parts in the techbology stack - from now on within 18 or 36 months of an emerging strategic piece of functionality the pure plays will be acquired by the larger vendors or those looking to take ownership in certain parts of the solution stack.
On another topic, watch for some disruptive vertical and point applications who have adopted the SaaS approach with more innovative pricing models, and the acceptance of the outsourced ASP model led by salesforce.com with several more to step up to the plate, this is really the hosted version of SaaS model.
Got to run - looks like my 4 year old IBM laptop is going to give up, the screen is fuzzy - excuse any typos - time to migrate to a MAC!
Friday, February 16, 2007
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