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Gregory Ness  

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  • Amazon Declares War On VMware [View article]
    They probably get servers at 30%+ discount to most businesses. When you look at IT costs there is hardware, software, power, security, licenses, etc. Beyond the cost/ROI discussion there is the agility enabled by robust APIs that enable agility... the ability to use AWS in pilot light mode for disaster recovery, for example, instead of buying, powering a secondary data center 24/7... etc. See http://ubm.io/1yfj5On
    Nov 17, 2014. 07:15 PM | 2 Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Thanks all for your comments and additions to the conversation. G
    Nov 17, 2014. 10:40 AM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    http://nyti.ms/14xlxXB
    Nov 17, 2014. 12:43 AM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    FB and ZYNGA both started on AWS and migrated away as their production app environments grew. Zynga may have returned to AWS for early games. My point was that AWS is a great starting point for a service or game environment AND other unpredictable workloads. As costs drop it becomes less expensive for larger and larger predictable environments. The payoff, howevere, is often agility... the ability to deploy services/apps faster thanks to robust APIs.

    To the point you are making about not all IaaS offerings being alike... and the need to re-architect an app for AWS, etc.... we have seen performance improvements for some who have moved from a private cloud environment into AWS (new servers versus overburdened premise cloud).

    If migration costs drop (as I'm sure they will)... it will be easier to simply test an app on AWS rather than speculate as to what will need to be re-architected, etc.
    Nov 16, 2014. 02:58 PM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    yx: AWS is quite competitive for apps with unpredictable workloads. Just ask Facebook, Zynga and many others that used AWS to launch their services/games, etc versus building out racks of servers and switches. If you compare the cost of powering/running a data center for disaster recovery for example, it is more than 50% cheaper to use AWS during tests and outages. Even in the case of predicatable workloads, AWS can be cheaper. In many cases it is more agile.
    Nov 16, 2014. 12:49 AM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    AWS is a massive, seasoned infrastructure with robust APIs and new database capabilities. Yes, the software companies will try to structure licenses to slow adoption. It will be the typical shortsighted move that will set the stage for a new round of startups.
    Nov 15, 2014. 07:14 PM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Putting the Amazon cloud in perspective: http://bloom.bg/1H2anJc

    1M customers - 2M servers.... $4B in 2014 revenue
    Nov 15, 2014. 03:09 PM | 1 Like Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    If you look at Australia and Asia (especially Japan) cloud adoption certainly Amazon is making serious inroads. I see CSCO as being an arms dealer (agility) versus trying to compete for IaaS deals. I think ORCL and IBM are still figuring things out.

    Azure and OpenStack making headway in Europe? Azure is already there. OpenStack gives the server huggers and those with nationalistic data control issues something to cling to.... but this marks a substantial shift in computing and being legacy anything is at minimum a double-edged sword. Why? Because legacy companies will have dead weight bureaucracies who slow innovation and disruption to preserve their retirement ambitions. They will also have legitimate ineterests in protecting lucrative status quos as they are disrupted...
    Nov 15, 2014. 03:04 PM | 1 Like Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Alpine/Laguna:

    The cloud (IaaS) is still very early and adoption is accelerating. You can expect AWS and Azure to offer more specialized (including PaaS) offerings in the future. For example, look at how much progress AWS has made in security and compliance.

    All of the vendors you have mentioned, including Apple, have positions of strength. Azure benefits from having a tested service provider infrastructure and a global network of data centers (they can accelerate with less capex than VMware, for example). They have also had smoother relationships with service providers than VMware. Azure also benefits from a massive installed base, especially in small and medium-sized businesses.

    The strengths of AWS and Azure put VMware in a very challenging position when it comes to competing on a purely IaaS basis. Think of Diane and Mendel deciding to compete in hardware versus an agility layer. It would have been IMHO the same outcome. They need to continue to monetize agility versus become yet another infrastructure IMHO.

    I don't think GooG has enterprise IT DNA. They seem well architected for research, big data and perhaps dev/test, dev/ops environments, moreso than enterprise production workloads, networking, security controls etc.

    I'm not sure if ORCL truly understands the cloud as more than another form of lock-in to support growth with margins. I think PaaS would work better for them. IMHO ther growth would be PaaS for various verticals, including marketing automation. PaaS will ultimateky be under pressure from AWS, but there will be more time for success and differentiation than IaaS vs AWS.

    I think CSCOs challenge will be part DNA (hardware, ASICS, certifications, perceptions of cannibalization of various lines and political infighting) and part the sheer AWS machine. On the other hand, if they execute on intercloud they could do what VMware should be doing, monetizing agility versus competing head to head on infrastructure (think MSFT (software) vs Dell (hardware) in terms of business models).

    I think OpenStack has structural challenges, especially as various service providers and developers create their own "optimized" releases that stray from the base. The key is Red Hat, and its need to think differently about distributed environments versus their legacy.

    I'm not sure about HP and IBM at this point. Great companies with great legacies. Meg is a star but she has her work cut out for her. The rise of cloud is both their biggest challenge and opportunity. Big companies need to move faster and go to market with more compelling, genuine innovation versus overreaching marketing hype designed to slow adoption and confuse the market until they catch up. Look at the new Microsoft as a perfect example of doing things right for a new age.

    Thanks for the comments/questions. G
    Nov 15, 2014. 02:33 PM | 2 Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Yes and thank you. We are likely to see a consolidation among service providers and agility into their offering may be one of the most significant factors, including thse embracing different OpenStack releases.
    Nov 14, 2014. 09:03 PM | Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Your welcome. I think you will see many more similar reports... was amazing.
    Nov 14, 2014. 07:25 PM | 2 Likes Like |Link to Comment
  • Automation: The Next Hybrid Cloud Battle [View article]
    AWS recently held a webinar on Advanced Strategies for Disaster Recovery in the Cloud. I had a chance to talk about hybrid cloud DR: http://bit.ly/1jF78fJ
    May 8, 2014. 01:56 PM | Likes Like |Link to Comment
  • 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, 2014. 01:23 PM | Likes Like |Link to Comment
  • The New Microsoft And The New Cloud [View article]
    Who is platform agnostic?
    Apr 1, 2014. 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, 2014. 04:48 PM | Likes Like |Link to Comment
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