- who the heck would pay to rent software?
Application Service Providers (ASPs) are the next Big Thing on the horizon. Once a significant number of people have Big Fat Pipes running into their homes you'll start to see companies offering yearly subscription access to a whole slew of products, probably individually for expensive packages like Office and in package groups for simpler word processors, encyclopedias and the like. They may even offer pay-for-use.
Check out: thestreet.com thestreet.com
Names mentioned in the article as present and possibly future players:
ISPs reaching out: VRIO, CNCX, MSPG, ELNK, EXDS. Semipure plays: USIX, Corio (Not Yet Public), Breakaway Solutions (NYP), FLNKD. Giants jump in: PER, EDS, Qwest Cyber.Solutions (QWST & KPMG). Hidden Middle Market: REGI.
Oh, and of course, the category killer: MSFT |