Wladawsky-Berger on SaaS
Irving Wladawsky-Berger is IBM's VP of Technical Strategy and Innovation. He said in a recent interview with AlwaysOn about the Software as a Service (SaaS) share of total Software sold :
Wladawsky-Berger: In 10 years I would be surprised if it's much higher than 20%. I can easily see it going higher, but all the things we talked about have to come into play, which is increasingly good Internet infrastructure. Let's agree that's happening. Increasing standardization of software components and web services - that's happening also. Increasing agreement on standard business components and software- I believe that's starting to happen. The reason it's hard to predict the percentage is that it's a series of things that have to happen.
It is possible that the share will not increase much more than 20%, but if it does, this could definitely be an issue for IBM, relying heavily on their Global Services revenue.