I am witnessing the tremendous amount of ISV, developers of software in multiple business solutions coming to the market, is a reminder of the .com times.
Did we learned the lessons? In the IT industry innovation and marketing go hand in hand to make an offering succesful. The ability for a good marketing and sale strategy is going to pay off the initial investment for companies to put their Cloud offering out there, however excellence is the goal to pursue because business analysts will be looking at greatness more than global presence at first, but later will require their SaaS providers to show they are in the business for good to trust them with their business.
The initial market presence will be critical for ISVs to attract capital to expand their sells to more markets or customize it for more business needs.
ERP systems for example, are flourishing everywhere, what determines what to use is not going to be based solely on the industry the ERP parameters are directed to, but the integration with other applications and accessibility in the Cloud.
It is an amazing change at a rapid pace, infrastructure as a Service (IaaS) in the Cloud will benefit of the SaaS expansion however there is a race to survive and the IaaS providers that attract the best SaaS clients will eventually resist any storm coming from a natural selection of application companies that eventually will arrive.
Bottom line is that if you are an ISV, grow now and grow quickly, make sure the long term plan is there for clients to see, make yourself available in the Cloud. If you are an IaaS provider, attract the right ISVs to use your Cloud, the ones that have a good plan to continue the innovation for long.