Welcome!

Web 2.0 Authors: Bernard Golden, Greg Ness, Roger Strukhoff, Lori MacVittie, Carmen Gonzalez

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
Samsung VP Jacopo Lenzi, who headed the company's recent SmartThings acquisition under the auspices of Samsung's Open Innovaction Center (OIC), answered a few questions we had about the deal. This interview was in conjunction with our interview with SmartThings CEO Alex Hawkinson. IoT Journal: SmartThings was developed in an open, standards-agnostic platform, and will now be part of Samsung's Open Innovation Center. Can you elaborate on your commitment to keep the platform open? Jacopo Lenzi: Samsung recognizes that true, accelerated innovation cannot be driven from one source, but requires a...
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at Internet of @ThingsExpo, James Kirkland, Chief Architect for the Internet of Things and Intelligent Systems at Red Hat, will describe how to revoluti...
The Internet of Things will greatly expand the opportunities for data collection and new business models driven off of that data. In her session at Internet of @ThingsExpo, Esmeralda Swartz, CMO of MetraTech, will discuss how for this to be effective you not only need to have infrastructure and operational models capable of utilizing this new phenomenon, but increasingly service providers will need to convince a skeptical public to participate. Get ready to show them the money! Speaker Bio: Esmeralda Swartz, CMO of MetraTech, has spent 16 years as a marketing, product management, and busin...
SYS-CON Events announced today that Red Hat, the world's leading provider of open source solutions, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Red Hat is the world's leading provider of open source software solutions, using a community-powered approach to reliable and high-performing cloud, Linux, middleware, storage and virtualization technologies. Red Hat also offers award-winning support, training, and consulting services. As the connective hub in a global network of enterprises, partners, a...
P2P RTC will impact the landscape of communications, shifting from traditional telephony style communications models to OTT (Over-The-Top) cloud assisted & PaaS (Platform as a Service) communication services. The P2P shift will impact many areas of our lives, from mobile communication, human interactive web services, RTC and telephony infrastructure, user federation, security and privacy implications, business costs, and scalability. In his session at Internet of @ThingsExpo, Robin Raymond, Chief Architect at Hookflash Inc., will walk through the shifting landscape of traditional telephone a...
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.
BSQUARE is a global leader of embedded software solutions. We enable smart connected systems at the device level and beyond that millions use every day and provide actionable data solutions for the growing Internet of Things (IoT) market. We empower our world-class customers with our products, services and solutions to achieve innovation and success. For more information, visit www.bsquare.com.
How do APIs and IoT relate? The answer is not as simple as merely adding an API on top of a dumb device, but rather about understanding the architectural patterns for implementing an IoT fabric. There are typically two or three trends: Exposing the device to a management framework Exposing that management framework to a business centric logic • Exposing that business layer and data to end users. This last trend is the IoT stack, which involves a new shift in the separation of what stuff happens, where data lives and where the interface lies. For instance, it’s a mix of architectural style...
From a software development perspective IoT is about programming "things," about connecting them with each other or integrating them with existing applications. In his session at @ThingsExpo, Yakov Fain, co-founder of Farata Systems and SuranceBay, will show you how small IoT-enabled devices from multiple manufacturers can be integrated into the workflow of an enterprise application. This is a practical demo of building a framework and components in HTML/Java/Mobile technologies to serve as a platform that can integrate new devices as they become available on the market.
SYS-CON Events announced today that SOA Software, an API management leader, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. SOA Software is a leading provider of API Management and SOA Governance products that equip business to deliver APIs and SOA together to drive their company to meet its business strategy quickly and effectively. SOA Software’s technology helps businesses to accelerate their digital channels with APIs, drive partner adoption, monetize their assets, and achieve a...
SYS-CON Events announced today that Utimaco will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Utimaco is a leading manufacturer of hardware based security solutions that provide the root of trust to keep cryptographic keys safe, secure critical digital infrastructures and protect high value data assets. Only Utimaco delivers a general-purpose hardware security module (HSM) as a customizable platform to easily integrate into existing software solutions, embed business logic and build s...
Connected devices are changing the way we go about our everyday life, from wearables to driverless cars, to smart grids and entire industries revolutionizing business opportunities through smart objects, capable of two-way communication. But what happens when objects are given an IP-address, and we rely on that connection, sometimes with our lives? How do we secure those vast data infrastructures and safe-keep the privacy of sensitive information? This session will outline how each and every connected device can uphold a core root of trust via a unique cryptographic signature – a “bir...
Internet of @ThingsExpo Silicon Valley announced on Thursday its first 12 all-star speakers and sessions for its upcoming event, which will take place November 4-6, 2014, at the Santa Clara Convention Center in California. @ThingsExpo, the first and largest IoT event in the world, debuted at the Javits Center in New York City in June 10-12, 2014 with over 6,000 delegates attending the conference. Among the first 12 announced world class speakers, IBM will present two highly popular IoT sessions, which will take place November 4-6, 2014 at the Santa Clara Convention Center in Santa Clara, Calif...
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity.
WebRTC defines no default signaling protocol, causing fragmentation between WebRTC silos. SIP and XMPP provide possibilities, but come with considerable complexity and are not designed for use in a web environment. In his session at Internet of @ThingsExpo, Matthew Hodgson, technical co-founder of the Matrix.org, will discuss how Matrix is a new non-profit Open Source Project that defines both a new HTTP-based standard for VoIP & IM signaling and provides reference implementations.

SUNNYVALE, Calif., Oct. 20, 2014 /PRNewswire/ -- Spansion Inc. (NYSE: CODE), a global leader in embedded systems, today added 96 new products to the Spansion® FM4 Family of flexible microcontrollers (MCUs). Based on the ARM® Cortex®-M4F core, the new MCUs boast a 200 MHz operating frequency and support a diverse set of on-chip peripherals for enhanced human machine interfaces (HMIs) and machine-to-machine (M2M) communications. The rich set of periphera...

SYS-CON Events announced today that Aria Systems, the recurring revenue expert, has been named "Bronze Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Aria Systems helps leading businesses connect their customers with the products and services they love. Industry leaders like Pitney Bowes, Experian, AAA NCNU, VMware, HootSuite and many others choose Aria to power their recurring revenue business and deliver exceptional experiences to their customers.
The Internet of Things (IoT) is going to require a new way of thinking and of developing software for speed, security and innovation. This requires IT leaders to balance business as usual while anticipating for the next market and technology trends. Cloud provides the right IT asset portfolio to help today’s IT leaders manage the old and prepare for the new. Today the cloud conversation is evolving from private and public to hybrid. This session will provide use cases and insights to reinforce the value of the network in helping organizations to maximize their company’s cloud experience.
The Internet of Things (IoT) is making everything it touches smarter – smart devices, smart cars and smart cities. And lucky us, we’re just beginning to reap the benefits as we work toward a networked society. However, this technology-driven innovation is impacting more than just individuals. The IoT has an environmental impact as well, which brings us to the theme of this month’s #IoTuesday Twitter chat. The ability to remove inefficiencies through connected objects is driving change throughout every sector, including waste management. BigBelly Solar, located just outside of Boston, is trans...
SYS-CON Events announced today that Matrix.org has been named “Silver Sponsor” of Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Matrix is an ambitious new open standard for open, distributed, real-time communication over IP. It defines a new approach for interoperable Instant Messaging and VoIP based on pragmatic HTTP APIs and WebRTC, and provides open source reference implementations to showcase and bootstrap the new standard. Our focus is on simplicity, security, and supporting the fullest feature set.