Both this and the Microsoft/Yahoo analysis last week are excellent examples of how “humorists” can speak truths no named reporter/analyst dare utter…
The Secret Diary of Steve Jobs: Google-Salesforce deal: Somehow the significance is lost on me
The problem with Benioff is that for all his talk about the future, and the “end of software,” he’s got a bad case of McNealy-itis. That is, he keeps fighting the battles of the last decade, over and over and over again. Meanwhile the Borg has already written off Office. They’ll milk it for a few more years but they can see the value going to zero. (They’ll never admit that, but they have. Trust me. I’ve got spies close to Ballmer.) Another problem Benioff has is that his business can’t scale. CRM is nice but let’s face it, it’s CRM. It is what it is. It ain’t ever gonna be something that everyone uses. Like an iPod.
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