by Robert Solomon | Oct 3, 2013 | Uncategorised
Just a quick note that Accenture has announced that it will buy the Procurian unit of ICG Group (ICGE). Procurian was formerly known as ICG Commerce and had built a nice business in procurement outsourcing. Because ICGE is public and Procurian is separately reported...
by Robert Solomon | Sep 30, 2013 | Ecosystem, Healthcare, Oracle, Veeva |
Veeva Systems, which has filed to go public, is an incredible example of what an Industry Cloud provider can achieve in a short time period with focus and use of the latest technology. As Veeva notes in their prospectus: “We founded our company in 2007 on the...
by Robert Solomon | Sep 27, 2013 | Consolidating Competition, Healthcare, Industry Concentration, Pricing
Everyone once in a while, the average investor gets the chance to invest in a company that has a special relationship with the government, a unique business structure, or a special antitrust exemption. Fannie Mae was one. Visa and Mastercard were cooperatives owned...
by Robert Solomon | Sep 24, 2013 | Automobile, Industry Concentration |
Yes, that is a headline from 2013, not 1999. Those of you old enough to remember 1999 remember that name. Covisint was the marketplace set up by the Big Three automakers at the height of the Commerce One and Ariba battles. (C1 ended up giving up stock to the Big...
by Robert Solomon | Sep 23, 2013 | Uncategorised
One of my last posts before leaving the world of consulting and going to ServiceChannel full time (May 2012), was about favorable enterprise software valuations and similar in the stock market at that...
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