The Business of Software
Michael A. Cusumano
Cusumano, a professor at MIT's Sloan School, emphasizes the need for software companies and solutions providers to be able to quickly adapt to rapidly-changing markets. This is a very good read, and it describes characteristics of different business models, evaluates strengths and weaknesses, and shows how each is more or less appropriate for different stages in the evolution of a company, as well as through different economic climates. There's also an interesting analysis of ten start-ups that have met with varying degrees of success.
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