The interpreters of spin say this is just a partnership to stick it to Microsoft, and Marc Benioff admits as much, amounting to no more than adding a tab on Salesforce.com.
True, but it’s still a partnership between what I would consider to be the two biggest, most important platform, cloud computing, software as a service providers. Or in Valleyspeak: “this is a validation of the Web OS.” Amazon.com is right there too, as may be others, but Amazon.com also has a much more diversified revenue base as of today.
It’s not a stretch at all to see Google buying Salesforce.com.
We’ve put a lot of stock in software as a service at iLetYou.
And I would add that the semantic web is a somewhat unpractical and somewhat unnecessary creation of technologists. Although the semantic web will play a part, realize that the Web OS is where the action is. I have very little doubt about that, and the proof is ample and world-changing.