IBM… Enterprise Computing and the Enterprise of Computing

Like most major IT vendors, IBM invites industry analysts to annual summits that detail its current state and how it has progressed over the past calendar year. But while there were many similarities between the Analyst Insights event IBM’s Software Group (SWG) hosted last week and those from previous years, there were also profound differences, particularly in how financial and business strategy issues were addressed. That isn’t to...

Read More

AWS re:Invent(ing) IT, Business Models and Marketing

AWS held its 3rd annual re:Invent user conference with 13,500 attendees in Las Vegas. While the event had similarities to other IT conferences that included an expo floor, keynotes, and sessions I was fascinated by, AWS has the potential to disrupt the way businesses consume IT, IT organizational structure, high margin IT infrastructure business models, and product marketing. There were a pile of announcements at the event, but it is...

Read More

…Buyers & Sellers Must Learn to Compete in the Amazon…

Premise: Amazon has turned the data center into an API. This trend is having profound impacts on enterprise IT customers. In particular, the economics of infrastructure outsourcing (i.e. deployment, provisioning, management and orchestration), which formerly had negative economies of scale at volume, are beginning to track software marginal economics – i.e. incremental costs go to $0. To compete with these cost structures, IT...

Read More

Microsoft Ruling Hurts All US Cloud Providers

A few months ago, the US government did a completely insane, and massively far reaching thing – it forced Microsoft to hand over e-mails and personal information of customers of US companies on a server that is in IRELAND. It’s essentially like telling the FBI that they have a right to barge into someone’s house in Cork because some U.S. cousin might have sent them something illegal. As far as I know, that’s...

Read More

HP Acquires Eucalyptus

HP announced on September 11, 2014 that they had entered into an agreement to acquire Eucalyptus. Eucalyptus is a vendor of private IaaS services. Eucalyptus is a startup with fewer than 100 employees and around $55 million in venture funding. Eucalyptus doesn’t have an application development and deployment (AD&D) play but could certainly provide the foundation for a private PaaS. HP, despite their unusual acquisition of Mercury...

Read More