They have yet to achieve needed traction there.

In 1998-99, enterprise software companies were actually harmed by shift to Internet computing because they didn’t have products to offer in that category. They are now just beginning to enjoy the product cycle in Internet-architected...

Overall, we are pretty optimistic. We think the September and December quarters will be good ones for the enterprise software providers. The business software cycle is on the rise, rebounding nicely from the Y2K problem...

In general, they tend to get (up to) one-and-a-half percent of traffic, so you sign up a couple billion-dollar exchanges and you are in good shape.