Software Infrastructure Gets Hot Again

Middleware is Back.
Software infrastructure is the gift that keeps on giving. It's arcane to most investors because unless you develop software it's hard to understand. The term "middleware" is often used because it sits behind applications and services that users see. Software "middleware" is critical but invisible.

Recently we've had successful IPO debuts fro companies in the space including MuleSoft (NYSE: MULE), Talend (NASDAQ: TLND) and Twilio (NYSE: TWLO).  (Last year Apigee (NASDAQ: APIC) was acquired by Google after being one of the first companies to tap the . . .

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