There is a very decent, albeit not foolproof treatment of Salesforce.com (CRM) on SeekingAlpha.com. The article looks at number of relevant accounting red flags but sometimes fails to interpret those correctly or put them into context. Some of commentary following the article highlight the discrepancies.

The 2012 Software-as-a-Service (SaaS) valuation guide is now available to MGI Research subscribers as well as in the MGI Research Store and via Bloomberg, L.P.

In several research reports over the past year we have focused on the role that security plays in the rate of cloud adoption. On a couple of occasions we pointed out the functional gaps that exist in many typical cloud offerings. It has also been our point of view that any actual or perceived shortcomings in security are not likely to meaningfully hold back the current adoption trajectory for the cloud. The question is can this adoption trajectory change significantly if the actual and perceived level of trust for the cloud is elevated by additional security features and/or new standalone and more secure offerings? In our view any improvement to cloud security capabilities, creation of security standards and improved transparency will catalyze cloud adoption amongst many current skeptics.

We recently attended VentureWire’s CloudBeat. The senior-level crowd made for great networking, and the combination of main-tent and one-on-one interviews and panels made for a lively two-day conclave of cloudy companies. With a heavy dose of Silicon Valley-think, this event was for senior business dev execs, CTOs, cloud evangelists, and CEOs of small to mid-size companies.

New Research Report: 20 Questions with LogLogic CEO Guy Churchward, focuses on the key issues that are shaping the market for IT security management tools. Guy is one of the more technically competent enterprise technology CEOs we have spoken to in recent history. He is also someone who keenly understands the holistic picture of what is needed to make a tech company successful in the current market. Guy's in-depth 20 Questions session with MGI's Managing Director, Igor Stenmark, focused on how the transition from physical to virtual, from in-house to cloud-based are impacting user and product requirements for security management, on the interplay between internal and external security threats and how users are coping with exponentially growing amounts of IT infrastructure and applications data.

New Research Report - "Cloud Computing: A Definition" http://bit.ly/gTha6B
Separate cloud computing facts from fiction. Get insight into new opportunities in the emerging cloud computing landscape.

New Research Report - "Cloud Computing: A Definition" http://bit.ly/gTha6B
Separate cloud computing facts from fiction. Get insight into new opportunities in the emerging cloud computing landscape.