It turns out that first iteration of Fusion applications is not a whole new ERP suite built from the ground up, such as SAP's Business ByDesign or NetSuite, but small modules for salesforce automation that integrate with existing applications.
In addition, David ponders the meaning of open as it applies to Google's strategy of open sourcing code and forming alliances in an attempt to reshape social networking (OpenSocial APIs) and mobile phones (Android and the Open Handset Alliance). He thinks Google's is making very smart moves.
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