As a venture capitalist looking at investments for the enterprise data center space, it is clear that there are multiple contestants in the fight to control this market over the next few years. The question facing CIOs today is - who do you trust to control your next enterprise data center?

For all of the buzz around the idea of web 2.0 and its potential impact on the enterprise, this move by Google, anticipated by many, will prove to be a watershed moment in the history of technology industry.  As I contemplate what this means for the industry two questions come to mind:

For those of you who work in information intensive industries like mine, I think that you'd probably agree that managing information within your enterprise can be a challenging task.  How often do you spend time trying to find some nugget of information that existed somewhere in an email, file, wiki or intranet? And with the explosion in the sheer volume of information out there, the problem isn't getting any easier.

Here's another post by Allan Leinwand, one of my partners here at Panorama Capital. In this post, Allan examines a SaaS model for departmental applications: 

I'd like to re-introduce to you Allan Leinwand, one of my partners here at Panorama Capital. I posted a blog Allan wrote on an investment thesis that we call the Internet System back in July (you can find that post here).  Recently, Allan's been exploring the world of web desktops and writes about the technology choices in the following post:

I am fascinated by what Amazon is up to here.  First, they launch a hosted storage service, and now this. 

One of the most interesting trends that I am seeing is what I lovingly refer to as business model 'mashups.'  First it was Amazon.  Now it is Home Depot.  Check out this article from Businessweek.com

Home Depot's Online Ad Play. The home-improvement retailer is breaking new ground by selling streaming video advertising online to vendors.

Home Depot's Online Ad Play