And now that IT budgets are loosening, Goldberg sees a bright future for what was once known as the ASP industry. But, today, while the whole idea of hosted software delivered remotely is the vision of Ellison and many others, it will be the specialty ISVs that take fullest advantage of the "on-demand" model, predicts Goldberg.
"It's more difficult for an (ISV) with a legacy of client/server delivery to move to this approach," said Goldberg. "The desktop-delivered applications will be limited to the ones that need the horsepower and graphical capabilities of a Windows desktop application. So things like CAD, it will be a long time before those types of applications are Web-delivered. But a typical application that has a standard interface of forms. Those applications are really going to be rapidly moving to the Web-based approach."
"Definitely, it's a line-of-business sale," said Goldberg. "But we see the CIOs and the heads of IT being on our side and being advocates for us within the company. If I would say what the biggest barrier we see in companies is, generally they have an entrenched application already for doing their finance."