Best time to invest in ISVs and Cloud Business – NOW!

And let me rephrase that already… I expect you to have M/A skills and understand how to spot a killer application and a great investment subject. And I don’t mean buying some IT company for a buck doing due diligence over a bottle of red wine. If you are that stupid, go back to school or learn from your (countless) mistakes Mr.!

But after stressing the capital industry with my energy and a lot of business plans, I find it confusing and amusing that both VCs, BEs and the rest of the venture market does not have a clue on how to evaluate SaaS companies, and why the window to opportunity is now and 6-9 months. Let me explain:

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EMC, VMWare & Cisco rams Cloud Channel

The trio or duo, according to how you view ownership, today announced Acadia – a joint venture in private cloud computing delivery.

VMWare launched VCloud Exress in US, and will together with Cisco and EMC launch a new innovative solution to help system integrators deliver value with private cloud building blocks. Hosters for long, have chosen VMWare ESX as the favorite choice in virtualized environments, but with the launch of Acadia, it again looks like a vendor attacks the channel.

vCloud Express launched – Where is Microsoft?????

VMWare announced the launch of its riposte to Amazon EC2 – the vCloud Express. However I like VMWare for pushing towards the digital datacenter, I believe Microsoft is loosing ground and opportunity in this field. Not only does Amazon EC2 take a strong foothold (launching 50.000 VM’s a month), but VMWare has long been the proven virtualization platform in private and public clouds. Has Microsoft failed with their newly launch of Microsoft Windows 2008 R2 and the Hyper-V?

Not only did VMWare launch the vCloud Express, but the surrounding APIs helps service  providers do even more with the comprehensive tool.

I do not believe Microsofts technology does not add op; but certanly the market is really moving ahead in the fast track, and soon the leading space is out of Microsoft based hypervisors. So will Microsoft be a follower or a leader?