Industry Expert Blogs

I was on a board meeting of Tuscany this morning and Trevor Loy, the board-member representing Flywheel Ventures painted an interesting view of what Wall Streets received wisdom is about what is going to happen in technology in general.

The basic transition is that we are going towards very large technology companies that operate on global scale to supply other large organizations with as much as they can, as opposed to the recent decades when we have had specialized companies (Microsoft for operating system, Dell for hardware, Oracle for database  etc). They will be much more vertically integrated. For example, Oracle bought Sun and has said they are looking at semiconductor companies. They want to supply not just databases but the entire computing environment to their customers.