Gerry Mooney, IBM VP Corporate Strategy, Keynote Session

Highlights:

- Gerry sees the on-demand era as a growing one in a hardly growing market
- Who survives big climate changes during ice age? Companies with flexible infrastructure and that do adapt.
- Specialization and outsourcing of non-critical business process is a key driver of SaaS
- Multiples of SaaS companies are superior to 'labor-based' companies
- SaaS is a disruptive business model according to him.

You may find his insightful presentation here (pdf).

Conclusion:

SaaS has the potential to disrupt many existing software business models. IBM is committed to on board.