Treading water - or sinking?
It is clear that despite Phil's valiant attempt at bloviating the Salesforce pitch, his evangelstic posture is way ahead of reality. That said, he makes occasional (although somewhat limp) points about aspects of Salesforce.com offerings that are little more than vaporware on marketing steroids. If Salesforce.com is treading water, one wonders whether it will be sinking under the weight of its acquisitioned melange of non-fitting technology in the coming year. We will see - but in the meantime, I know where I am placing my bets.
Trampling everything in its path
There's one simple reason to vote 'no' in this debate: Salesforce.com has become an unstoppable juggernaut that can't slow down. It's a latter-day Oracle, straight from the pages of Geoffrey Moore's classic Silicon Valley textbook, Crossing the Chasm
. Back in the 1990s, Oracle's SQL database was hopelessly buggy, constantly behind schedule and suffered from dire customer support. Yet it had the momentum to succeed, simply because it was what the crowd was adopting, which meant it could afford to ignore the gripes of dissatisfied users and put-upon partners. Salesforce executives will know this story well, since many of them -- Benioff included -- earned their stripes at Oracle. Like it or loathe it, Salesforce is on a similar trajectory today: not so much treading water as trampling everything in its path. Vote 'No' or you're roadkill.