InfoWorld writes: “Salesforce.com is planning to roll out ERP-style func-tionality in subsequent releases. The big message here is that the company believes it doesn’t actually matter what applications are delivered in a hosted fashion. In short, Salesforce.com is stealing pages from Amazon.com and eBay’s playbook. It’s not about hosted-CRM anymore. Salesforce.com’s business is finally becoming what CEO Marc Benioff always said it would be – a utility that sits on the Internet delivering companies any application on demand…Salesforce.com is arguing that your applications don’t need to run on your own servers. In addition, Salesforce.com can deliver your application – complete with integrated CRM – to any device, anywhere.”
Google and Saleforce are the two most-eagerly awaited IPOs of 2004.