There’s a lot going on there. The part that’s missing is some market-sizing (custom software development vs. ISV/SaaS developer vs. SaaS users as it erodes packaged software) and brown-field analysis.
It looks like Nirvanix has struck a deal with IBM to take over the beleaguered cloud storage startup’s customers. Simon Robinson as my analyst house, 451 Research, has a good, free piece on why Nirvanix failed and its impact to cloud and cloud storage if you’re interested.
The majority of the top ten customers [I assume by revenue] Softlayer has today are running large-scale clusters of Hadoop, with 40 Hadoop clusters being commonplace. Lance Crosby mentioned these customers are very sophisticated in their use of Hadoop and many of them are in consumer products companies, looking to gain greater insights into customer behavior.
Bare metal servers running Hadoop are one of the fastest growing areas of the Softlayer business right now. Simon West made an excellent point that running Hadoop on bare metal servers instead of through virtualized environment leads to a higher level of throughput, given Softlayer’s internal testing results. Bare metal servers continue to accelerate in the industry and Softlayer’s executives confirmed they are seeing an acceleration of demand in this area.
All that big data takes a lot of compute, esp. as you want to speed it up more. The other thing to point out here is the re-rise of “B2C,” that is, businesses using IT more and more to interact with and get money from consumers, vs. other businesses.
The private cloud play will fall off in popularity as public cloud providers add virtual private cloud (VPC) services to address issues (like security concerns) that today either are driving organizations toward private cloud or keeping them out of the cloud altogether. IDC says VPCs combine the big benefits of public cloud infrastructures, including economics, scale, and pace of innovation, with the privacy and control features associated with private clouds.
When ad targeting don’t work: just got this gem in my tumblr feed
“Sometime in 1987, you were sitting on a beach in Bora Bora, looking at To’opua island, enjoying a holiday with a very serious boyfriend. The serious boyfriend, John, took a photograph of you sitting on the beach, not wearing your bikini top. John later became your husband and father to your children Sarah, Lisa, Alex and Jane.
"This photograph of a beautiful moment in your personal history has also become a part of my history, and that of many other people; it has even shaped our outlooks on the world at large. John’s image of you became the first image to be publicly altered by the most influential image manipulation program ever. […]
"I still wonder if you felt the world change there on that beach. The fact that reality would be more moldable, that normal people could change their history, brighten up their past, and put twirl effects on their faces? That holiday image was distributed with the first demo editions of Photoshop, and your intimate beach moment became the reality for many people to play with. Two Jennifers, no Jennifer, less clouds, etc. In essence, it was the very first photoshop meme—but now the image is nowhere to be found online.”
Rhizome | A Letter to Jennifer Knoll, via Caspar V.
A little piece of digital photo history.
[Going private] will give us the opportunity to move a little quicker, as we can take more risk – specifically, longer-term investments with a little less focus on quarterly Wall Street estimates. If we need to invest $10 million this week in new cloud, mobile or SaaS technologies, I don’t have to check what the impact to our earnings per share this quarter will be to our share price before we make that decision.
I’m not sure I buy the idea that tech companies can’t properly innovate when public, at least as an absolute. I’m sure there are companies who’ve lost Wall Street’s trust (or that Wall Street is just sort of dumb about – that is, investors are being unfair) who are in that bind. It’d be nice to figure out which company characteristics fit there, what the pattern is.
If that thing catches on, we’re competing with a Mac, not a Nokia.