When I look at large tech companies, I always get the feeling that they have a strategy based on maximizing revenue from one or two core products. Every decision about the other products tends to be made on the basis of protecting or increasing sales of these core products. It is usually hard for the company to accept that the central products are past their prime. This is the core of the innovator’s dilemma: protecting the goose that lays the golden egg leaves you exposed when the goose dies. In the end, the large company usually gets disrupted by a smaller player with no legacy to protect. Very occasionally, companies will allow themselves to self-disrupt, building a new core product before the golden goose is dead. It looks to me like Microsoft has decided to build a new golden goose: Azure.
Articles Tagged with Cloud
RightScale just published its annual report on the state of the cloud, and some of the key findings are very interesting. Topics range from cloud vendor market share to cloud adoption concerns, DevOps tools adoption, public vs. private cloud adoption, and much more. Below, I highlight the major findings I thought most interesting and follow each with my perspective on it.
There has been a lot of buzz this year about Amazon, Microsoft, Citrix, IBM, and VMware, but what about Google? Google has seemed to me to be lacking a clear direction and focus in the way it pursues its business customers. Google has no problems taking care of any and all technical aspects of the business, but it has been missing one of the most important pieces. That piece is a strong, vibrant sales force.
Oracle have been quietly building out their next generation cloud environments, building up a cloud practice with seasoned professionals that includes Ex-VCE, VMware and AWS personal. They have released a completely new version of their IaaS layer cloud. Dipping into their not insignificant loose pocket change to make several key purchases or acquisitions this year.
Now in what should be their last acquisition of 2016 they have now acquired Dyn for an undisclosed amount; but according to Dan Primack, a former senior editor at Fortune it is expected to be in the region of $600million.
Ask anyone if they have adopted the cloud, and the answer will likely be yes. Whether it’s Microsoft Office 365, Salesforce.com, Google Docs, Amazon Web Services, Microsoft Azure, or any of the myriad other cloud services, almost everyone will cheerfully admit to using the cloud in some form. Does the definition of cloud imply pulling from cloud services, workloads pushing to the cloud, or perhaps both?
Rumors are flying that VMware and Amazon Web Services will be teaming together to offer cloud services for VMware workloads. A press conference is scheduled for Thursday, October 13, on what will reportedly be a significant announcement related to a partnership between the two companies.