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« Enterprise Ventures - Interview with Mark Bregman, SVP & Chief Evangelist, Symantec | Main | Preparations for the 2006 FIFA World Cup: a perspective of an Israeli woman VC »


The alarm:clock

Thanks for braving the conference for us, so we don't have to attend. Perhaps it is just this conference? We are tracking a number of open-source enterprise software companies with VC interest.


Open Source and SAAS companies do generate more interest throughout the VC world. Also, some of the recent transactions (e.g. JBoss) elevate that interest - however, we need to remember that those investments were made quite a few years ago... the key is to be in front of the wave in order to ride it - not at it's end.

Guy Grimland

I was upset to hear very few VC's attend at this conference. Any Idea why?

Also - 1 more point regarding the CIO's desire. The way i read it: They mostly wish for one stop shop solutions. One provider for all their need. no more Spaghetti of IT for their IT department.


Guy - when I asked one of the organizers, they said that if it doesn't have the word "consumer" in it... it's hard to fill the room. I think that basically, we're looking at a mature industry, dominated by a few big guys. There are opportunities here, but at these conferences, there's not a lot of insight. (Although I did find both keynote interviews - Mark Bregman and Sandeep Johari - a bit thought provoking.)



This morning's news validates your first point.

Demantra is a long-time partner of Oracle, and although this wasn't a "strategic" partnership (and I don't know how much Oracle contributed to Demantra's revenues), the fact is that it matured into an acquisition.

Another (sad) validation to your impressions about the status of enterprise software companies is the low (2.5) multiple of this deal.

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