Posted by: MikeLaverick
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Yes, that’s right everybody’s doing – why aren’t you? Of course, I’m not talking about sex – but about various companies all jumping into the metaphorical bed together. Yesterday, Microsoft and HP (MSHP) annouced a joint $250m dollar partnership and in on the 26th Jan – Cisco, NetApp and VMware (CNW) will probably announce a similar joint venture. These announcement caught my eye – because they are similar (that means NOT the same as by the way) as the VCE (VMware, Cisco, EMC) launch last year.
Also in the news is: Cloud march has begun: Panasonic dumps on-premise Microsoft Exchange for IBM’s LotusLive mail – mmm, that would be the same IBM who made such a wonderful job of New Zealand Airlines booking system? Hey, perhaps why so many people think VMware might buy Yahoo Zimbra… you need an email offering inside your cloud to tempt people away from Microsoft Exchange…
[Slight cock-up on my part. It has actually been confirmed that VMware will acquire Zimbra]
Anyway, I digress. I just thought these two announcements (CNW and MSHP) were interesting not because they take on VCE head-on. But mainly because it seems clear that this cloud thang is pressing people to consolidate and partner in away that is material different than in the past – because it involves spending hard cash $$$ to make it happen. And this is in a time of economic contraction or stagnation (at best). Clearly, these companies are thinking that the cloud thang might be something they have to take a punt on – if they want to have a reassurance that they have long-term viability…