Jeff Nolan at SAP Ventures posts on consolidation in the enterprise software industry.
Here we have an expert, or very well-informed writer (depends whether you believe that VC's can be experts!) writing a concise overview of some trends in the enterprise software industry without the requirement to tell an "interesting" story. The likelihood of finding a similarly well-written informative piece in the mainstream media are limited.
Furthermore it does not take more than 5 minutes of skimming through Jeff's blog to understand his general point of view and thus to put his piece in to some perspective.
Good piece.
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