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Gregory Ness » Comments » IBM

  • IT Needs to Innovate or Consumerize [View article]
    Dan:

    Great points. Now if today's CIO can see the power of mobility/flexibility and the network as the critical enabler they could avoid the Maginot effect (over investment in legacy architectures).

    Thx
    Greg
    Oct 27 22:24 pm |Rating: 0 0 |Link to Comment
  • IT Needs to Innovate or Consumerize [View article]
    BeachRider:

    Great comment and input. Thank you.

    Greg
    Oct 23 16:26 pm |Rating: 0 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Jades:

    You know... you should be paying me for these kinds of plugs tied to the column. :)

    Greg
    Sep 24 18:59 pm |Rating: +1 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Wisdom:

    I think the network equipment vendors who focus on dumb pipes will face shrinking habitats and increased competition from the likes of Huawei and cloud providers. IMHO the second stage of virtualization will create more load requirements. The question would be the use of dumb versus smart beyond the enterprise network and the clouds.

    G
    Sep 12 19:52 pm |Rating: +2 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Dave:

    I don't provide investment advice. Each of these companies has their own internal financial dynamics, etc which I don't track as I'm tech-foocused. I'm long VMW, SVVS, AMZN, SNDK and am watching CSCO as their UCS evolves. I'm not betting that they'll dominate but rather that as a set they'll have a disproportionate advantage based on their market positions and technology. I like SNDK because of the rise of flash memory; SVVS because of their cloud savvy and VMW because they seem to understand hte importance of the network and phase 2 virtualization. I think AMZN is also well positioned. Again, I'm looking at tech withj a 1-2 year horizon.

    Thanks,
    Greg
    Sep 12 10:11 am |Rating: +2 0 |Link to Comment
  • Virtualization Demands Will Drive the Next Network Revolution [View article]
    Good luck! Let us know how it goes.

    Thx
    Greg
    Sep 10 19:57 pm |Rating: 0 0 |Link to Comment
  • Storms Ahead for Cloud Computing Start-Ups, Well-Entrenched Players? [View article]
    Saasy:

    Thanks for your comments. Great point.

    Arun:

    I haven't been following SAP that closely. AT htis point I think Oracle is more interesting given recent acquisitions and Ellison's decade-old netbook vision.

    Thx
    Greg
    Jul 10 17:41 pm |Rating: 0 0 |Link to Comment
  • Three Technology Barriers to Cloud Computing [View article]
    LA Tech:

    Likely that cloud will continue to evolve along specialized vertical applications and into SMB versus "just in time IT" for the enterprise. I think it is thise confusion between the vertical and the ultimate vision where most of the confusion comes from... and yet the network impacts of virtualization and cloud gets obscured.

    Thx
    Greg
    May 11 12:09 pm |Rating: +1 0 |Link to Comment
  • Three Technology Barriers to Cloud Computing [View article]
    Lightway:

    Yes... I agree. Thats why I think that the cloud business case will drive innovation in network monitoring, management and automation of core network servces as well as new levels of capacity/storage.

    Its more than a big switch as Bittman says.

    Thx
    Greg
    May 11 09:52 am |Rating: 0 0 |Link to Comment
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