His GP and SL sales are going very well, but as customers start asking for cloud stuff and he worries about Microsoft’s favoring bigger firms, he said he needs to diversify. Maybe that’s why channel execs, Intacct’s Peyton Burch and NetSuite’s Craig West, seemed to be in a good mood as they visited Convergence this week. Burch is a Houston-area resident so it was an easy trip and having companies recruit at a competitors’ shows is a hallowed tradition. But I think they were getting good traction. The defection of Stijn Hendrikse from Microsoft to Acumatica is likely to spur curiosity. Top Dynamics VARs aren’t roaming. Take IBIS CEO Andy Vabulas who said that “Windows 8 Server is a game changer”. But down the line, those smaller organizations worried about margins and cloud strategy having wondering eyes.