I read with great interest the recent article by our friends at Summit Partners, Greg Goldfarb and Jason Glass. See http://www.summitpartners.com/perspectives/The-Restructuring-of-the-Software-Industry.aspx. They have written a brilliant analysis on the dynamics of the market, how the software industry has evolved in the last decade, and how software companies have adopted one of four business models. As a software executive, it's worth reading to see where your company fits.