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Gregory Ness

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  • The New Microsoft And The New Cloud [View article]
    The video of the Microsoft interview will be available soon: http://bit.ly/1kR0FNa

    G
    Apr 11 01:23 PM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Who is platform agnostic?
    Apr 1 05:55 PM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Agree. They are competing on the basis of use case and agility... not just price.
    Mar 31 04:48 PM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Think about the $1T in enterprise apps in the data center that could leverage Azure, AWS, OpenStack, vCloud etc for greater agility, resilience, etc. The IaaS payoff is converting enterprise IT into a cloud-enabled, agile organization. Today 3rd party data centers are a $20B+ market that recently was growing at 20% CAGR. They get it. They are not competing with SaaS but rather traditional, premise-bound IT.
    Mar 31 04:00 PM | 1 Like Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Jiri: I think it is very likely that switching costs will drop significantly over next 3-5 years thanks to automation. Those who monetize agility win over those simply competing on IaaS prices as IaaS is commoditized.
    Mar 31 10:43 AM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    They are late to public cloud but perhaps on time to hybrid cloud. Their installed base, domain expertise in software and commitment to agility, not to mention their knowledge and relationships with enterprises and services makes them formidable. They do have to execute on their strategy... but they do seem to have the assets to pull it off.
    Mar 30 11:26 AM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Yes. The profits will be in software that enables agility versus simply competing on IaaS pricing. Tp a great extent this comes out in the upcoming video.
    Mar 30 11:23 AM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Hybrid cloud is emerging and Microsoft and VMware are well positioned to enter the game with distinctive offerings.
    Mar 29 08:00 PM | 1 Like Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Francis:
    Yep. There is certainly great adoption numbers, but I'm careful to qualify them. I'm actually more interested in the vision shift at this point; it is quite significant. See this piece by Fritz Nelson: http://bit.ly/1i3ThMs

    G
    Mar 29 01:14 PM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Jiri:

    You are not my target audience. I know very little about technical trading and don't write "why this stock went up/down today, etc. I'm interested in bigger picture tech trends and how they will impact long term growth of a company. The bottom line for this particular theme is related to how well a handful of companies can pivot to capture the emerging cloud market. I think the MSFT of old would have had a very tough time extending its power into the cloud, so this cultural change is both significant to its long term growth prospects and survival. If you are looking for trading advice look elsewhere... but I think you've already reached that conclusion. :) G
    Mar 29 01:11 PM | 1 Like Like |Link to Comment
  • Cisco's Recent Earnings Confirms My Suspicion [View article]
    The "internet of things" is a reference to the explosion of devices that consume bandwidth and therefore drive demand for networking gear. The key question however, is how much of this new demand will be transported across Cisco hardware versus other vendors, including those who are today buying with more purchasing power (better terms for buyers and shrinking vendor HW margins). Software, not hardware, is becoming a critical inflection point in the market, enabling new, credible alternatives.
    Mar 6 12:14 PM | 3 Likes Like |Link to Comment
  • Cisco's Recent Earnings Confirms My Suspicion [View article]
    Is this part of a long term trend... where software and IaaS is undermining the hegemony of hardware in the data center?

    My thoughts from April 2012: http://bit.ly/1calx24
    Mar 5 04:15 PM | Likes Like |Link to Comment
  • The Cloud Is A New Operating Model [View article]
    esekla: Thanks also for sharing that excellent thread commentary on Amazon and AWS. Clearly you see the benefits of legacy dedicated infrastructure when it comes to security/encryption and aspects of management. Yet there was a time when people felt that it was advantageous to keep one app on one server and the rise of virtualization security forced enterprises into adopting VLANs as a security precaution (how could one protect a fluid environment with static, manually-tuned security appliances?). VMware came at the market via DevTest and inexpensive trials only to mature into private clouds, and change the relationship between IT and workloads. I think it is a fair prediction that the same thing could happen again, except on a larger scale, with advancements in data center and infrastructure design, the rise of APIs and services, SSH tunneling, volume encryption within VPCs etc. The question of whether everything goes to the cloud (or not) is a kind of religious debate at this point because for cloud to succeed it doesn't need to convert all enterprise spend ($T's), but rather material portions. At that point additional investments could spur more advances, beyond simply pricing. We see hybrid clouds emerge this year to become formidable in the next 3-5. That would create much interest from MSFT, VMW, IBM, ACN, etc which would set the stage for additional innovation. This would not be their first rodeo, either.
    Feb 13 01:21 PM | 1 Like Like |Link to Comment
  • The Cloud Is A New Operating Model [View article]
    RAX is not the best example of IaaS, as the company is straddling a sizable legacy investment (data centers, racks, private clouds) with new investments, primarily around OpenStack, which is emerging at a rapid clip. The question is really whether or not the additional $50B being invested by Microsoft, VMware, Amazon and Google in new facilities and advanced infrastructures will offer new levels of scale, agility and security than traditional IT offered by other 3rd parties, including RAX. I think the answer is obvious, but it is certainly open to debate as the cloud is still a vast minority of enterprise IT spend, yet growing at a faster rate (I suspect) than say third party colocation. Great comments. Thank you.
    Feb 13 12:09 PM | 1 Like Like |Link to Comment
  • Automation: The Next Hybrid Cloud Battle [View article]
    Derek:

    Valid point that the cloud doesn't magically make IT more agile or apps more available. Chances are that with $50B per year in investments and innovation that it will represent a significant improvement in agility, availability and efficiency versus most legacy environments. As the cloud matures we should get a good sense of its promise for enterprises, as SMB/SME adoption has already been growing at a fast pace... Thanks for the comment. G
    Jan 23 11:56 AM | Likes Like |Link to Comment
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