When I first moved to SF back in '99, I heard somebody justify their existance in the enterprise business by saying: "In the Gold Rush, the people who sold jeans to the miners made a lot more money than the miners."
That's cute but it misses an important point -- the success of a miner had nothing to do with the skill of the miner! There was either gold or just dirt.
The great thing about enterprise software was that you could burn through 10MM of venture capital, never sell a single copy, close your doors forever, and still not admit that your idea was a failure: market conditions just didn't line up. Poor you.
Wow, I have some pent-up aggression about this. grr..