A long, thoughtful analysis of the business prospects for cloud companies was just published at Seeking Alpha. The author, Sunit Gogia, is a senior analyst with Morningstar and he looks at how the technology shift will affect the current large IT companies before settling into some predictions about today’s opportunities for investors.
His best advice: PaaS [Read More →]
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Investors advisory: PaaS companies have the best upside potential
April 5, 2010 — GusWorth fearing: the next big wave in IT
January 28, 2010 — GusThe Wall Street Journal posed a time-honored question to EMC’s chief executive Joe Tucci yesterday. “What keeps you up at night?” EMC holds controlling shares in a number of major technology companies, including VMware and RSA Security, and it has just reported 2009 income was up 58 percent.
“What keeps you up all night is these [Read More →]
VMware’s Maritz, in posting solid growth, affirms clouds are the next wave of IT
January 26, 2010 — GusA year ago, its customers were uncertain about what they would be doing. But recovery set in as the year came to a close. And now, Paul Maritz, CEO of VMware closed out 2009’s financial results by telling investors that in the last quarter, he was able to get a clear vision for what his [Read More →]
VMware adds communications platform to its cloud strategy
January 13, 2010 — GusOn first glance, VMware’s acquisition of the desktop collaboration suite Zimbra — which it is buying from Yahoo! — does not seem to have much to do with the company’s emerging cloud computing strategy. However, VMWare CTO Steve Herrod explains otherwise.
In his blog post, Herrod writes that the acquisition of Zimbra is all about adding [Read More →]
Dell deal with Chinese SaaS provider: more smoke than cloud?
January 6, 2010 — GusYou know “cloud computing” is risking over-exposure when companies start exaggerating their “cloudiness.” A press release from Bejing based SaaS vendor Infobird is a prime example. Until now, Infobird has marketed an SaaS platform for call-center management known as Qitongbao.
But in the PR Newswire announcement, Infobird claims:
Dell, the global IT giant, and Infobird, China’s [Read More →]
Seven questions to ask when evaluating a cloud supplier
November 30, 2009 — GusThe WHIR has published an interesting article by David Snead, a lawyer whose practice is focused on internet infrastructure providers. Snead just finished work on a study of cloud computing services for the European Network and Information Security Agency (ENISA) and his focus is on legal risks.
He says any provider should be able to answer [Read More →]
Six cloud computing stocks to watch. Maybe seven?
November 17, 2009 — GusEd Moltzen is not a professional stock picker. He is a technology analyst, blogger and manager of product testing for Computer Reseller News (published by United Business Media). So if he picks a basket of cloud computing stocks, you can expect that the companies are strong technically. For financial fundamentals, you’ll need to do your [Read More →]
Structure of IT deparments will change with growth of cloud services
October 20, 2009 — GusCloud computing will change the basic structure of the IT department in coming years.
“The IT organization will be replaced by relationships to many cloud-computing service providers — each for one or a handful of services,” said Gartner Vice President Phil Dawson, speaking yesterday at the Gartner IT Xpo in Orlando, FL.
Dawson said that a cloud [Read More →]
Los Angeles worries over the “dependability of cloud computing”
October 19, 2009 — GusWith the Los Angeles municipal email contract still up for debate, The LA Times published a “think piece” today on whether cloud computing is dependable. The piece is even-handed, ending with a quote by the city’s chief technology officer, “Is it going to be 100%? There’s probably going to be a time when we may have an issue. But what don’t we have an issue with?”
FindLaw Technologist: Liability in Twittergate and Remote Storage DVR Case
October 13, 2009 — GusTechnologist, the FindLaw Technology Blog, maintains a section on Cloud Computing. As of October 11, 2009, there are two cases discussed.
Determining Liability in Twittergate, the case surrounding a hacker who broke into the Google DOCs accounts of Twitter executives and then emailed them to news outlets. TechCrunch published them.
The U.S. Supreme Court rejected an appeal [Read More →]
Enterprise 2 Blog: Larry Ellison Hates Cloud Computing
October 3, 2009 — GusEnterprise 2.0 Blog is part of TechWeb. Stowe Boyd wrote this post after viewing a video of Larry Ellison on stage, mocking cloud computing. The post includes embedded video in which Ellison seems to be doing a comedy routine: “All a cloud is is computers in a network… They just change a term and [Read More →]
Schneier on Security: Cloud computing is nothing new
June 4, 2009 — DorothyBruce Schneier is chief technology officer for BT; he writes a carefully considered blog on security issues. He is not a fan of cloudi computing…
This year’s overhyped IT concept is cloud computing. Also called software as a service (Saas), cloud computing is when you run software over the internet and access it via a browser. [Read More →]
IDC: Defining “Cloud Services” and “Cloud Computing”
September 23, 2008 — DorothyInternational Data Corp.’s research analysts have been following cloud services in their practice. At the analysts’ blog, they summarized some of their findings..
As a company that makes its living analyzing, sizing and forecasting market opportunities, IDC takes market definitions and taxonomies very seriously. We’re pretty good at distinguishing real markets from hypey ones,
well as articulating [Read More →]
The 10 Laws of Cloudonomics: What IT can learn from Prussian military theory
September 8, 2008 — DorothyGigaOM published an interesting piece that evaluates the case for cloud computing by applying a variety of academic disciplines, including a bit of Newtonian physics and the military theories of Carl Von Clausewicz
The author, Joe Weinman, is a sales VP for AT&T Global Business Services and he doesn’t pretend to make the decision simple, with [Read More →]
InfoWorld: Cloud computing is all the rage.. it’s the phrase du jour.
April 7, 2008 — DorothyIn April 2008, InfoWorld looked into this hot new topic and said it was “at an early stage, with a motley crew of providers large and small delivering a slew of cloud-based services, from full-blown applications to storage services to spam filtering.”
Cloud computing is all the rage. “It’s become the phrase du jour,” says Gartner [Read More →]
