Uncommon Wisdom:

Cloud computing

March 23, 2009  3:41 PM

Internet free ride wins “unrealistic” prize

Posted by: Tom Nolle
capex, Cloud computing, Internet, Internet adversiting, over-the-top

The Economist is sounding a warning that we’re resonating with (because we’ve sounded it too). The most recent issue points out that Internet companies and...

March 18, 2009  4:16 PM

IBM to acquire Sun? Benefits for the cloud

Posted by: Tom Nolle
blade servers, Cisco, Cloud computing, IBM, Sun

IBM is said to be in talks with Sun on acquiring the company, which has been troubled since the NASDAQ bubble burst. The move would give IBM a commanding position in the server/hosting space for the Internet and a strong position in telecom. A move would very likely create considerable angst...

March 2, 2009  3:58 PM

IBM’s cloud computing position: Make the PC obsolete?

Posted by: Tom Nolle
bandwidth, Cloud computing, IBM

IBM is using its clout with universities to pull the computer science curriculum n a more “cloudy” direction, to build awareness of and skills in cloud computing. According to our sources, IBM’s radical shift is based on simple economics.

IBM believes that as network bandwidth...

February 25, 2009  3:38 PM

Juniper focuses on preparing for economic upturn

Posted by: Tom Nolle
Cloud computing, data center, Juniper, network management, Virtualization

Juniper’s analyst event was a tour de force by any standard, and especially good for a company that has had problems communicating its value proposition in this kind of forum. Juniper related its position...

February 16, 2009  2:18 PM

Cisco positions for cloud computing move

Posted by: Tom Nolle
Cisco, Cloud computing, enterprise networking, HP, IBM, Juniper, Microsoft, Virtualization

Cisco is reportedly eyeing VMware for possible acquisition, a move that would surely put Cisco squarely into the IT competition and mark perhaps the most dramatic transformation of business model attempted by any major U.S. tech vendor.

There are other things that Cisco could be focusing...

January 30, 2009  1:34 PM

Verizon and AT&T planning FMC transitions this year

Posted by: Tom Nolle
AT&T, Cloud computing, content delivery network, Fixed-mobile convergence, FMC, Verizon, VoIP

Verizon has discontinued its Voicewing VoIP service, a move that some find contradictory to the earlier introduction of “the Hub” a VoIP phone, and Verizon's femtocell announcement made this week. It’s actually the first logical step in the Verizon evolution.


November 19, 2008  1:18 PM

Verizon is latest tier 1 to launch CDN

Posted by: Tom Nolle
Cloud computing, content delivery networks, Verizon

Verizon will be launching its own CDN for its FiOS network and other network properties, building it based on equipment from Velocix. The move is the latest in a round of CDN and cloud computing announcements by Tier One carriers, and we believe that most Tier Ones will be launching both these...

October 6, 2008  1:26 PM

IBM expands cloud computing offerings

Posted by: Tom Nolle
capital expense, Cloud computing, IBM, Software as a Service

IBM is expanding its cloud computing offerings, responding in part to the realization that during tough economic times, many companies will trade service expense for capital expense, particularly when credit is difficult. We believe that SaaS and cloud computing could be a big winner in the IT...

August 21, 2008  2:23 PM

Cloud computing on the rise in 2009

Posted by: Tom Nolle
Cloud computing, HP, IBM, Virtualization

Salesforce.com is heading for the clouds, if not in the eyes of Wall Street. The company posted good growth (almost 50% y/y) but said third-quarter numbers would likely reflect slowing growth, though they guided up for the year. Significantly, they made a big deal of cloud computing and the...

May 3, 2008  11:33 AM

ExperiaSphere adds cloud computing project

Posted by: Tom Nolle
Cloud computing

We have added a cloud computing project dimension to ExperiaSphere, a CIMI Corporation open source software activity in the service logic and service management logic area. The enhancement will permit ExperiaSphere to be used to link to cloud computing applications, to support the development of...

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