Friday, January 7, 2011

Cloud Computing: Less Adoption Near Term; More Than You Think Long Term

It would be entirely within historical precedents for cloud-based enterprise software to achieve less near-term revenue success than analysts expect, but more success than anticipated long term. That, in fact, is a common experience for truly-important and successful innovations.

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Internet and AI: It's "Different This Time"

Investors, as all humans, tend to see the future through the lens of the past. And the thinking that "it is different this time" t...