I'm guessing because they solve interop problem between systems, which is going away. Great idea and execution, very valuable but seemed valued even higer than

I'm guessing because they solve interop problem between systems, which is going away. Great idea and execution, very valuable but seemed valued even higer than that to me (i.e overvalued). They were well-placed for app hosting - but lots of competition and it's hard to hit the jackpot twice (even google hasn't managed it, nor apple, arguably).