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To: Glenn Petersen who wrote (833)	12/28/2011 3:40:49 PM
From: Doren	1 Recommendation Respond to of 1685

Interesting paradigm. I don't fully understand this yet and probably never will. My thinking goes this way: I've been a recruiter, and when I was recruiting client server was coming in big as was Oracle and Powerbuilder. Of course times change radically. When I really started learning computers I started on Macs, and I've watched Apple go down to beleaguered and then up as the king of consumer electronics. Workday, SuccessFactors, Netsuite and Salesforce all work in the same general area. It reminds me of when Amiga, Apple, Microsoft and others competed. Of course Softie won the business wars and Apple won the consumer wars. So now I'm thinking what is the paradigm here. Certainly very small businesses are going to benefit from online book keeping etc, will they become locked in until they are medium sized or even big business? Will there be a split between them. Will it be easy to migrate data? Will one company conglomerate others and offer an irresistible system that will serve small business and smoothly serve them as they grow to medium and big business? I would love to hear opinions about these kinds of issues with more technically oriented people who work in IT. There was a lot of money made in choosing winners AND losers in the original home computer wars and I'm sure there will be a lot here too. Probably more losers since start up costs are constantly going down. Will there be any money left after the Venture Cap guys have their chunk?