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Gregory Ness

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  • Microsoft Ascends Into The Hybrid Cloud [View article]
    David: I think Azure is an extension of Microsoft's core expertise and leverages their position in servers and operating systems, unlike consumer devices and gaming platforms. The cloud should be a very different battle for Microsoft, akin to the PC OS battle.
    Nov 9, 2013. 02:20 PM | 5 Likes 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, 2014. 12:14 PM | 3 Likes Like |Link to Comment
  • An Eye on Investing in the Era of Mass Computing [View article]
    Thanks for your comment. There are several top tier markets, including the Ashburn, Virginia area.
    Apr 1, 2011. 02:53 PM | 3 Likes Like |Link to Comment
  • 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
    Nov 17, 2014. 07:15 PM | 2 Likes Like |Link to Comment
  • Amazon Declares War On VMware [View article]

    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]
    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
  • Microsoft And The 2014 Hybrid Cloud Showdown [View article]
    Clouds can be more secure than many data centers, especially if data center security and controls can be delivered within VPCs ala AWS. Thanks for great comments.
    Oct 9, 2013. 11:53 PM | 2 Likes Like |Link to Comment
  • Microsoft's Azure And The Hybrid Cloud Race [View article]
    Very relevant news today:

    Hybrid Cloud Usage on the Rise, Public Cloud Declining in New Survey....
    Jun 20, 2013. 04:20 PM | 2 Likes Like |Link to Comment
  • An Eye on Investing in the Era of Mass Computing [View article]
    I think the challenge for HP will be how well they can focus on the new network versus breadth of business issues (like Cisco) versus players likke RVBD and FFIV who are more focused on monetizing critical problem areas where they can maintain more margin/differentiation.

    Apr 13, 2011. 08:47 PM | 2 Likes Like |Link to Comment
  • Reality Checks for the Billowing Cloud Computing Fantasy [View article]

    The issue is much bigger than "cloud complication." Its about risks and significant tech barriers to real enterprise adoption and the lack of preparedness for networks. Lets put it this way: if cloud isn't viable for the enterprise how viable will it be for SMB? Yes it can replace some apps (with thin apps and multi-tennant hosting); but if it isn't economical (the elastic intercloud that can follow the moon) and is really just larger VLANs with more VM density... then it won't live up to the "Big Switch" hype.

    That issue may noty be that interesting to you, but its an important consideration for enterprises exploring cloud service (versus software as a service or infrastructure as a service, etc) models. And there is a sizable quantity of traditional servers powered up 24X7 (wasting energy) that could be replaced if the issues are properly addressed. If they're not, then we will go on longer wasting the energy used to power these servers while they're not be usied. According to the panel at FIRE, the amount consumed annually by those servers amounts to the entire amount produced by wind (I think it was about 5% that Gouraly mentioned).

    Jun 7, 2009. 03:25 PM | 2 Likes Like |Link to Comment
  • Why Cisco and F5 Networks Love VMware and Microsoft [View article]
    Artful and Broken:

    Thanks for your comments. Citrix is certainly worth mentioning as well as Juniper, Riverbed, Blue Coat, IBM, Foundry and others. I typically refer to the leaders in each category (application, endpoint and network intelligence) as metaphors for many other players, versus listing them out. So you are correct that Citrix is worth mentioning. I also think that they have come around on the security issue, after their CTO had a very public row with virtualization security visionary Chris Hoff.

    Nov 14, 2008. 01:27 PM | 2 Likes Like |Link to Comment
  • Amazon Declares War On VMware, Part Deux [View article] AWS exec... its all about agility, not price...
    Nov 19, 2014. 06:51 PM | 1 Like Like |Link to Comment
  • Amazon Declares War On VMware [View article]
    Putting the Amazon cloud in perspective:

    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
  • 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, 2014. 04:00 PM | 1 Like Like |Link to Comment