Welcome!

Web 2.0 Authors: AppDynamics Blog, Noel Wurst, David H Deans, Aria Blog, Gilad Parann-Nissany

Related Topics: Cloud Expo, Virtualization

Cloud Expo: Article

Cloud Computing Expo - Cloud Spotting

Microsoft's forecast - and its margin implications - is nothing to sneeze at

Since Microsoft’s forecast – and its margin implications – is nothing to sneeze at, we asked industry analyst and cloud spotter Amy Wohl what she has been seeing.

 

 

“The first thing to keep in mind is that we have some semantic confusion, as is usual at this stage of a new market, around just what is a cloud. We are now pretty sure that what we used to call grids and what we now call clouds is the same thing. But we also have things called “platforms” that seem to be very much like a kind of cloud (and are sometimes called clouds) and then there is SaaS itself which looks very much like a cloud with some application software (and some SaaS vendors describe their offering just that way). I’d say we can agree that a cloud is managed computing power, often with applications, accessed across the Internet. And I’ll agree that a company can have its own cloud, if it wants one.

 

 

 

“IBM has finally enunciated a vision for its cloud computing that makes sense for IBM and its customers. It offers a very high-end version of cloud computing (virtually unlimited amounts of power, up to and including mainframe systems, backed by its Tivoli system management. These clouds can be used as part of a large shared infrastructure, where the customer has access to a large pool of computing resources to handle peak activity but doesn’t need to pay for all of this infrastructure all of the time. Some customers (the governments in China and Vietnam, for example) are buying and implementing their own Blue Clouds, which they will use to support particular projects such as university research or computing for high-tech start-ups. And, of course, IBM can create a Blue Cloud for an individual Very Large Enterprise, managed by IBM outside the firewall or by IBM or the customer inside the firewall. The choices are broad.

 

 

 

“IBM actually offers even more choices that may be less obvious. IBM provides a platform to ISVs who want to offer SaaS applications. In that it is very much like other platform vendors like Salesforce.com, eBay, Google or Amazon. A major difference here is whether the platform owner is also an application provider (like Salesforce.com), whose ISVs are related to his application offering or whether the platform provider is simply offering managed computing, perhaps with some technical assistance and/or some marketing oomph. (IBM offers both.)

 

 

 

“It was reported last week that Microsoft is moving to the cloud. In this case, Microsoft means it is going to offer at least one of its applications, Exchange, as a hosted application (SaaS) from its own cloud. Microsoft intends to continue on the road of “software-plus-service,” meaning that you to use a PC on your desk with Office to make use of the Internet-based services that Microsoft also provides. What seems to be moving to Microsoft Clouds are not personal productivity apps (a la Google or Yahoo’s Zimbra), but shared services (mail, collaboration, customer relationship management). Microsoft has been quick to note that this is a big initiative and that in five years they would expect half their customers to use Exchange as a service. This is not just something for smaller customers, either. Microsoft already has some large enterprise like Coke, with 75,000 seats.

 

 

 

“Microsoft has other online (perhaps cloud) services such as its Live services and new Live Mesh service for synchronizing devices of every kind. It is also testing a consumer version of Office that will combine a basic version of desktop Office with an array of online services.

 

 

 

“Last Friday, I spoke with Workday, a SaaS ERP company I’ve been tracking since its start. It’s stirred up quite a bit of attention, boldly claiming last April that its feature set would be at parity with SAP by next fall. So far, it’s on schedule with its product plans, with hefty HR offerings, including payroll and expenses, and a substantial portion of its financial offerings. Look at its latest Workday 4.0 offering at its web site. More interesting is the fact that although it didn’t expect to move beyond the mid-market into the enterprise until more of its product was completed, it already has a number of large enterprises and more in their pipeline.

 

 

 

“Recently I attended a Digital Transformation Forum at Penn State. Clouds and SaaS were definitely subjects of discussion. There was a lot of lively commentary on whether SaaS was for big companies and whether it could provide the customization and security they needed (SAP was an attendee). I believe companies like Workday and Salesforce.com are going to prove that SaaS is about what the application does (the solution) and not the size of the customer. But I think we shall see – and soon.

 

 

 

“Think of it this way:

 

  • “You can access a cloud as pure computing power, a place to load an application that needs lots of computing or requires cyclical peaks
  • “You can find a cloud that provides a platform with APIs to support an ecosystem of ISVs who provide software that you find appealing
  • “You can choose a cloud whose platform includes an application (Salesforce.com) that attracts other ISVs to surround it
  • “You can simply find a SaaS vendor whose application is appealing – you don’t care about the cloud behind it, just the application
  • “You can build your own cloud, managed by a vendor or your own IT staff for some large-scale purpose

 

 

“And no doubt, someone, somewhere, is dreaming up some other things to do with clouds.

 

 

 

“I sense several likely outcomes:

 

  • “A messy period with many clouds, many of them not interoperable because they’re not build to the same standards
  • “An interim period of standardization
  • “A period of consolidation because we really want to buy our applications in a way that they can be aware of each other and use them in a common environment. The easiest way to do this is for each of several vendors to provide a cloud with all of the applications you need and some level of integration. Remember that nothing keeps a cloud/platform vendor from being one of several vendors who offers a popular application if the ISV agrees
  • “A higher level of standardization where (just as we do on the Internet today) any application can be used with any other application on the platform and through the portal of your choice.”

More Stories By Maureen O'Gara

Maureen O'Gara the most read technology reporter for the past 20 years, is the Cloud Computing and Virtualization News Desk editor of SYS-CON Media. She is the publisher of famous "Billygrams" and the editor-in-chief of "Client/Server News" for more than a decade. One of the most respected technology reporters in the business, Maureen can be reached by email at maureen(at)sys-con.com or paperboy(at)g2news.com, and by phone at 516 759-7025. Twitter: @MaureenOGara

Comments (0)

Share your thoughts on this story.

Add your comment
You must be signed in to add a comment. Sign-in | Register

In accordance with our Comment Policy, we encourage comments that are on topic, relevant and to-the-point. We will remove comments that include profanity, personal attacks, racial slurs, threats of violence, or other inappropriate material that violates our Terms and Conditions, and will block users who make repeated violations. We ask all readers to expect diversity of opinion and to treat one another with dignity and respect.


@ThingsExpo Stories
The Internet of Things is not new. Historically, smart businesses have used its basic concept of leveraging data to drive better decision making and have capitalized on those insights to realize additional revenue opportunities. So, what has changed to make the Internet of Things one of the hottest topics in tech? In his session at @ThingsExpo, Chris Gray, Director, Embedded and Internet of Things, discussed the underlying factors that are driving the economics of intelligent systems. Discover how hardware commoditization, the ubiquitous nature of connectivity, and the emergence of Big Data a...
"BSQUARE is in the business of selling software solutions for smart connected devices. It's obvious that IoT has moved from being a technology to being a fundamental part of business, and in the last 18 months people have said let's figure out how to do it and let's put some focus on it, " explained Dave Wagstaff, VP & Chief Architect, at BSQUARE Corporation, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
The major cloud platforms defy a simple, side-by-side analysis. Each of the major IaaS public-cloud platforms offers their own unique strengths and functionality. Options for on-site private cloud are diverse as well, and must be designed and deployed while taking existing legacy architecture and infrastructure into account. Then the reality is that most enterprises are embarking on a hybrid cloud strategy and programs. In this Power Panel at 15th Cloud Expo (http://www.CloudComputingExpo.com), moderated by Ashar Baig, Research Director, Cloud, at Gigaom Research, Nate Gordon, Director of T...
SYS-CON Events announced today that IDenticard will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. IDenticard™ is the security division of Brady Corp (NYSE: BRC), a $1.5 billion manufacturer of identification products. We have small-company values with the strength and stability of a major corporation. IDenticard offers local sales, support and service to our customers across the United States and Canada. Our partner network encompasses some 300 of the world's leading systems integrators and security s...
SYS-CON Events announced today that Windstream, a leading provider of advanced network and cloud communications, has been named “Silver Sponsor” of SYS-CON's 16th International Cloud Expo®, which will take place on June 9–11, 2015, at the Javits Center in New York, NY. Windstream (Nasdaq: WIN), a FORTUNE 500 and S&P 500 company, is a leading provider of advanced network communications, including cloud computing and managed services, to businesses nationwide. The company also offers broadband, phone and digital TV services to consumers primarily in rural areas.

ARMONK, N.Y., Nov. 20, 2014 /PRNewswire/ --  IBM (NYSE: IBM) today announced that it is bringing a greater level of control, security and flexibility to cloud-based application development and delivery with a single-tenant version of Bluemix, IBM's platform-as-a-service. The new platform enables developers to build ap...

The BPM world is going through some evolution or changes where traditional business process management solutions really have nowhere to go in terms of development of the road map. In this demo at 15th Cloud Expo, Kyle Hansen, Director of Professional Services at AgilePoint, shows AgilePoint’s unique approach to dealing with this market circumstance by developing a rapid application composition or development framework.
“In the past year we've seen a lot of stabilization of WebRTC. You can now use it in production with a far greater degree of certainty. A lot of the real developments in the past year have been in things like the data channel, which will enable a whole new type of application," explained Peter Dunkley, Technical Director at Acision, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
DevOps Summit 2015 New York, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that it is now accepting Keynote Proposals. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development cycles that produce software that is obsolete at launch. DevOps may be disruptive, but it is essential.
"People are a lot more knowledgeable about APIs now. There are two types of people who work with APIs - IT people who want to use APIs for something internal and the product managers who want to do something outside APIs for people to connect to them," explained Roberto Medrano, Executive Vice President at SOA Software, in this SYS-CON.tv interview at Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
Nigeria has the largest economy in Africa, at more than US$500 billion, and ranks 23rd in the world. A recent re-evaluation of Nigeria's true economic size doubled the previous estimate, and brought it well ahead of South Africa, which is a member (unlike Nigeria) of the G20 club for political as well as economic reasons. Nigeria's economy can be said to be quite diverse from one point of view, but heavily dependent on oil and gas at the same time. Oil and natural gas account for about 15% of Nigera's overall economy, but traditionally represent more than 90% of the country's exports and as...
The Internet of Things is a misnomer. That implies that everything is on the Internet, and that simply should not be - especially for things that are blurring the line between medical devices that stimulate like a pacemaker and quantified self-sensors like a pedometer or pulse tracker. The mesh of things that we manage must be segmented into zones of trust for sensing data, transmitting data, receiving command and control administrative changes, and peer-to-peer mesh messaging. In his session at @ThingsExpo, Ryan Bagnulo, Solution Architect / Software Engineer at SOA Software, focused on desi...
"At our booth we are showing how to provide trust in the Internet of Things. Trust is where everything starts to become secure and trustworthy. Now with the scaling of the Internet of Things it becomes an interesting question – I've heard numbers from 200 billion devices next year up to a trillion in the next 10 to 15 years," explained Johannes Lintzen, Vice President of Sales at Utimaco, in this SYS-CON.tv interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
"For over 25 years we have been working with a lot of enterprise customers and we have seen how companies create applications. And now that we have moved to cloud computing, mobile, social and the Internet of Things, we see that the market needs a new way of creating applications," stated Jesse Shiah, CEO, President and Co-Founder of AgilePoint Inc., in this SYS-CON.tv interview at 15th Cloud Expo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Gridstore™, the leader in hyper-converged infrastructure purpose-built to optimize Microsoft workloads, will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. Gridstore™ is the leader in hyper-converged infrastructure purpose-built for Microsoft workloads and designed to accelerate applications in virtualized environments. Gridstore’s hyper-converged infrastructure is the industry’s first all flash version of HyperConverged Appliances that include both compute and storag...
Today’s enterprise is being driven by disruptive competitive and human capital requirements to provide enterprise application access through not only desktops, but also mobile devices. To retrofit existing programs across all these devices using traditional programming methods is very costly and time consuming – often prohibitively so. In his session at @ThingsExpo, Jesse Shiah, CEO, President, and Co-Founder of AgilePoint Inc., discussed how you can create applications that run on all mobile devices as well as laptops and desktops using a visual drag-and-drop application – and eForms-buildi...
We certainly live in interesting technological times. And no more interesting than the current competing IoT standards for connectivity. Various standards bodies, approaches, and ecosystems are vying for mindshare and positioning for a competitive edge. It is clear that when the dust settles, we will have new protocols, evolved protocols, that will change the way we interact with devices and infrastructure. We will also have evolved web protocols, like HTTP/2, that will be changing the very core of our infrastructures. At the same time, we have old approaches made new again like micro-services...
Code Halos - aka "digital fingerprints" - are the key organizing principle to understand a) how dumb things become smart and b) how to monetize this dynamic. In his session at @ThingsExpo, Robert Brown, AVP, Center for the Future of Work at Cognizant Technology Solutions, outlined research, analysis and recommendations from his recently published book on this phenomena on the way leading edge organizations like GE and Disney are unlocking the Internet of Things opportunity and what steps your organization should be taking to position itself for the next platform of digital competition.
The 3rd International Internet of @ThingsExpo, co-located with the 16th International Cloud Expo - to be held June 9-11, 2015, at the Javits Center in New York City, NY - announces that its Call for Papers is now open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than 20 years ago.
As the Internet of Things unfolds, mobile and wearable devices are blurring the line between physical and digital, integrating ever more closely with our interests, our routines, our daily lives. Contextual computing and smart, sensor-equipped spaces bring the potential to walk through a world that recognizes us and responds accordingly. We become continuous transmitters and receivers of data. In his session at @ThingsExpo, Andrew Bolwell, Director of Innovation for HP's Printing and Personal Systems Group, discussed how key attributes of mobile technology – touch input, sensors, social, and ...