Market Developments

Fool’s Cloud Computing report: Microsoft’s nightmare is real; Cloud bound to displace big players!

On October 30, 2005, something incredible happened…
In Redmond, Washington, one of the world’s richest — and most powerful — businessmen sent an urgent memo to his top engineers and most-trusted managers.
It sounded the alarm that a very disruptive “wave” was about to wash over the entire world — forever changing the way we get information [...]

Oracle should acquire Red Hat: Extremely contractionary market consolidation is inevitable!

Cisco’s announcement and the latest IBM’s plan to grab Sun made me think that the time is ripe for Oracle to acquire Red Hat. I know many will disagree but let me tell you why its important:

IBM/Sun move is enough (gossip is enough as well actually) : Look at what it means, IBM, if it [...]

Cloud Computing may lead to conflict of interests and strategy; CEOs and CIOs/IT Managers to lock horns

When I read stuff like this all I think is: “Here we go again!” With virtualization the battle to make people understand is the worst one, everything else goes pretty smoothly. Cloud Computing has become the ultimate platform, or will eventually become the fully mature platform, where hybridized services will jump across providers to providers [...]

Recession, Cloud Computing & Netbooks to break traditional business models!

This article at NYT, though not new to those who are in their 90s [older, wiser and sered leaves] and have had to go through this whole back-breaker economy. 90s killed and made many players, Nortel went down and many companies too will get into a deadly tailspin as they choose to be “innovative’ and [...]

Cisco plans to enter Virtualization arena with a “Unified Box” approach?

Well, instead of all that hassle of hooking up servers in racks and tying them up with the FC/Ethernet to storage boxes and then finding those switches, Cisco’s plan could be to hook it all in Just Enough in one box approach. That is what I am guessing, although if ou truly think outside the [...]

IBM’s Lotus lands on the Cloud!

International Business Machines Corp., the world’s third-biggest software maker, will release an online version of its Lotus programs, a bid to attract new customers by tapping into so-called cloud computing.
LotusLive will allow users to create networks with business partners and customers, IBM said today in a statement. The software is delivered through the Internet, which [...]

Cloud wars on the horizon

Merrill Lynch once forecast that the cloud computing Consolidate Mac Servers. Run Windows Server on your Mac. Watch a Demo or Download a Trial. market would reach an eye-popping US$160 billion by 2011, a prediction that mostly drew skepticism. While sizing up the expectations for a nascent tech market is equal parts art and science, [...]

Wipro gets barred from World Bank as well!

This is really going to look pretty bad on the IT firms from the Indian subcontinent. There have been talks of the “fast indians”, we will wait and see how it will look for the Indian IT firms there. I can say a lot here but I am expecting some more shocking news [ from [...]

Financial Times: Microsoft left behind in Cloud hungry netbook race

My set of predictions are going to be dramatic but anyways like the last one I dished out in Jan 2008, here are some simple and straight forward predictions:

Prediction 1: Major SaaS/IaaS Coverged All Stop Shop will emerge replacing the gods of the 90s and yes it will soon develop a $100M YOY runrate
Prediction 2: [...]

EMC cuts workforce by 7%, 2400 jobs to go by 2010

This may look like gloom days but if you would check the related posts EMC did layoff some staff at the beginning of 08 as well. So it is not really so much of a disaster, doomsday scenario but a mere trimming of the fat around the middle, I would hope so. I will fire [...]