2014

As the new space intended, I’ve formed interesting, unexpected bonds with my cohorts. But my personal performance at work has hit an all-time low. Each day, my associates and I are seated at a table staring at each other, having an ongoing 12-person conversation from 9 a.m. to 5 p.m. It’s like being in middle school with a bunch of adults. Those who have worked in private offices for decades have proven to be the most vociferous and rowdy.

Trogloxenes, also called cave guests, are animal species which live close to caves or at the very entrance of the cave, but cannot live exclusively in a cave. “Trogloxene”

Docker: IaaS or PaaS? Reflections on DockerCon EU (451 Research)

As mentioned in my newsletter recently, I typed up a think piece on Docker (the company and the emerging ecosystem after it’s EU conference earlier this month. 451 clients can read it behind the paywall, but here’s the 451 Take: The ecosystem around the Docker container technology is in the process of figuring out Docker’s identity while at the same time contending with a sudden rise in popularity. Although early attention on Docker paired it up against the likes of VMware at, let’s say, the IaaS level, as we investigate further, Docker looks like more of a PaaS innovator.

The Thought Leader is sort of a highflying, good-doing yacht-to-yacht concept peddler. Each year, he gets to speak at the Clinton Global Initiative, where successful people gather to express compassion for those not invited. Month after month, he gets to be a discussion facilitator at think tank dinners where guests talk about what it’s like to live in poverty while the wait staff glides through the room thinking bitter thoughts.

"Hybrid cloud ROI isn’t there, and the complexity is huge."

From Steven Sinofsky: As an enterprise, the pragmatic thing to do is go public cloud and operate existing infrastructure as legacy, without trying to sprinkle cloud on it or spend energy trying to deeply integrate with a cloud solution. The transition to client-server, GUI or Web all provide ample evidence in failed bridge solutions, a long tail of “wish we hadn’t done that” and few successes worth the effort. As a startup, it will be tempting to work to land customers who will pay you to be a bridge, but that will only serve to keep you behind your competitors who are skipping a hybrid solution.

Whitehurst commentary in Red Hat numbers

Good commentary, as always, from Red Hat’s CEO. I appreciate all the “color” that team tends to give on their numbers. Whitehurst commentary in Red Hat numbers

Generally speaking, there are only a few ways to make money on the Internet. There are e-commerce companies and marketplaces - think Amazon, eBay and Uber - that profit from transactions occurring on their platforms. Hardware companies, like Apple or Fitbit, profit from gadgets. For everyone else, though, it more or less comes down to advertising. Social-media companies, like Facebook or Twitter, may make cool products that connect their users, but they earn revenue by selling ads against the content those users create.

Coté Memo #059: Containers make butter-scotch pudding delicious and floors shine

Tech & Work World Floor wax, dessert topping As I mention below, I’ve had more time to write reports recently. I just submitted one titled “Docker: floor-wax or dessert topping? Reflections on DockerCon EU”. It’s one of our “spotlight” pieces, which means it’s an open-ended think-piece rather than a write-up of a briefing. Here’s some excerpts: 451 Take: The container technology Docker and the ecosystem around it is figuring out its identity while at the same time contending with a sudden rise in popularity.

StackStorm automates and monitors a core DevOps asset: the software delivery pipeline - 451 Report

I’ve been speaking with StackStorm on and off for a few months now. I finally got around to writing up a report on them, available for clients. Here’s the 451 Take: StackStorm fancies itself an automation company, and with experience from Opalis Software, it’s little wonder. What’s interesting about its approach is that it’s automating the DevOps pipeline, including the continuous integration/continuous delivery (CI/CD) process. This may seem like a minor concern, namely, working on developer tools.

Unlike Office Online and Google Docs, the Dropbox badge doesn’t support real-time editing. That means if you edit a document while someone else is working on it, you’ll still be able to save it locally, but you’ll have to manually figure how you want to merge in your changes. Everything sounded awesome until I got to that part…

Coté Memo #057: Is Cloud Foundry a Thing, EU Coffee, and developers

Tech & Work WorldThe Cloud is DevelopersIt’s an exaggeration, but for the most part “cloud” is all about supporting developers. What I mean by this is that it’s not exactly the best way to run packaged applications: there’s VMware, Linux, etc. for that it seems. When I was working on cloud strategy at Dell, I’d often joke that we should do some field material (“field” == “sales”) that was a crude decision tree, like you’d see in magazines.

Coté Memo #058: Cloud ads, amateur coffee drinkers, orchiwhu?

Follow-up Confirmed: ActiveState is far from dead ;) One of you notified me that maybe coffee isn’t so bad for your health - really, who knows. I hear eating a lot of bread was once a thing too. From the article: Why the apparent reversal in the thinking about coffee? Earlier studies didn’t always take into account that known high-risk behaviors, such as smoking and physical inactivity, tended to be more common among heavy coffee drinkers at that time.

Who's in the CI/CD space, and what is it?

I’m starting to put together some research into CI/CD. That might even be the wrong name: I’m more interested in starting to catalog different parts (and vendors/projects) in The DevOps Pipeline. Looking at Jenkins and crew seems like a good start. Inspired by @krishnan’s ever excellent Docker ecosystem mind-map, I thought I’d start one for CI/CD. What would you add and correct about it? http://www.mindmeister.com/maps/public_map_shell/487228559/ci-cd?width=600&height=400&z=0.4 There’s also an excellent DZone overview of the space (with a positive example of native advertising if you’re into over-thinking on that kind of thing), and I like this question from the most recent Eclipse Community survey (2014):

Pizza is evolving into a digitally dominated food Papa John’s Adds Google Wallet, Passes 50% Digital Sales, 451 Yankee Group

The main weapon at valve station 30 on Aug. 5, 2008, was a keyboard. Mysterious ’08 Turkey Pipeline Blast Opened New Cyberwar Era Get your Internet of Things PR counter-measures ready!

You want people to work as much as possible to push the product and company out of uncertain territory into profitability, right? Wrong. What you will do is push people to the edge of burnout and unhappiness. They’ll eventually leave your company. From Open (Unlimited) to Minimum Vacation Policy This is a management point I’ve been thinking about over the years: it turns out well rested employees are better long-term.

The first wave of IBM/Apple enterprise iOS apps

A good looking list from the press release: Plan Flight (Travel and Transportation) addresses the major expense of all airlines — fuel — permitting pilots to view flight schedules, flight plans, and crew manifests ahead of time, report issues in-flight to ground crews, and make more informed decisions about discretionary fuel. Passenger+ (Travel and Transportation) empowers flight crews to offer an unmatched level of personalized services to passengers in-flight – including special offers, re-booking, and baggage information.

The video recording of this week’s Software Defined Talk, right there. If you prefer audio (I do!) check out the official show-notes. (Source: https://www.youtube.com/)

Cloud is developers

I often brow-beat people into the notion that “cloud is all about developers.” That’s hyperbolic - there’s actually a lot more to cloud than just supporting custom written software…and yet, that seems like the bulk of it. By “developers” I mean you’re running a SaaS (you’re a company who sells the SaaS, like an “ISV” would sell packaged software) or you’re a company that uses cloud-based applications to help run their business (think of online banking, or Uber, or mobile loyalty apps like the Starbuck’s app…or internal applications just used to help run a company).

Good journalism takes money. If you are made to pay, it's to serve you better and please you

The advertisements will be a little bigger, too, and my advice is for you not to complain, but to engage with our sponsors, who pay the bills around this joint and who make our strategic, tactical, and technical material possible. I’m a fan of everything TPM writes, he’s excellent and his coverage is always deep and timely. The Four Hundred/IT Jungle is about the best place for keeping up with IBM news.

Better get a referral

Referrals account for between 30 and 50% of hires in the US. In a paper published earlier this year, researchers from the Federal Reserve Bank of New York and MIT studied data from a financial services company, and found that while referrals only made up about 6% of total applications, they resulted in more than a quarter of hires. That’s more than the number hired via online job boards, even though those job hunters accounted for 60% of applications and 40% of interviews.

Coté Memo #056: the $110,000 a year blogger, investing in barf bags

Tech & Work World Quick Hits Puppet Labs pushes ahead with more staff, broader enterprise DevOps deployments - a recent 451 Research report from Jay Lyman on my team, now free for everyone. Software Defined Talk #17: DevOps is the New Agile - another fine episode of Software Defined Talk. Be sure to check out my cheesy DevOps market timing if you like that kind of thing.

Coté Memo #056: the $110,000 a year blogger, investing in bark bags

Tech & Work WorldQuick HitsPuppet Labs pushes ahead with more staff, broader enterprise DevOps deployments - a recent 451 Research report from Jay Lyman on my team, now free for everyone. Software Defined Talk #17: DevOps is the New Agile - another fine episode of Software Defined Talk. Be sure to check out my cheesy DevOps market timing if you like that kind of thing. Under Development Podcast #12: Talk to your children about notifications - our all too infrequent podcast on development has a new episode out.

They dubbed it Slack and released it in August 2013. Since then, Slack has grown swiftly: more than 300,000 people use it each day, and the company has more than 73,000 paid users. The company has also raised a lot of venture capital funding—about $163 million since the company switched its focus to Slack. http://www.technologyreview.com/news/532606/three-questions-with-slacks-ceo/ Jimminy-fuck-crickets that’s a of lot of cash to raise. People do talk about Slack a lot.

To me this almost the image of…a dog running ahead of the fire. And, as a bonus: “my contention is that the Mac in the 90s sucked!” Exponent: 024: A Celebratory Goblet of Champagne http://overca.st/Bihkhrizk

Stefanovic, who co-presents Channel Nine’s Today show with Lisa Wilkinson, has been wearing the same blue suit – day in, day out, except for a few trips to the dry cleaner - to make a point about the ways in which his female colleagues are judged. “No one has noticed,” he said. “No one gives a shit.” Male TV presenter wears same suit for a year – does anyone notice?

Coté Memo #055: It's cold in Toronto

Follow-upI mentioned the Software Defined Talk recording last week, the episode is up for those who were waiting. At DockerCon EU - turns out I’ll be at the Amsterdam DocerCon the first week of Dec, just for a day and half, though. If you’re there, it’d be fun to meetup. I’ll have been traveling all of that week, so you can see my brain turned to mush! Tech & Work WorldQuick HitsNetcraft: DigitalOcean Now Third-Largest Cloud - measurements like these are always weird, but the point is still there: DigitalOcean is on mega-growth, them developers like it.

Coté Memo #055: It's cold in Toronto

Follow-up I mentioned the Software Defined Talk recording last week, the episode is up for those who were waiting. At DockerCon EU - turns out I’ll be at the Amsterdam DocerCon the first week of Dec, just for a day and half, though. If you’re there, it’d be fun to meetup. I’ll have been traveling all of that week, so you can see my brain turned to mush!

Coté Memo #054: CA World wrap, Docker orchestration

Tech & Work World Quick Hits Rackspace reports solid growth in the third quarter - time to turn back on the love-pipes, I guess. The point being: it’s hard to figure out how to rate a company, esp. on short-term financials. Microsoft rebrands Lync as ‘Skype for Business’; readies 2015 releases (Mary Jo Foley/ZDNet) - people tell me that Lync now is great, and I hope it is.

Meetings are where I go to find out what kind of work I should have been doing while I was at the meeting. Back to Work: 195: Prima Facie Butter Coffee http://overca.st/BZhSUqJc

And all of it, Nadella maintained, is part of a product focus which is less far-flung than it might look. When considering Microsoft’s products, “I just think about three things,” he said. “There’s Windows, there is Office 365, and there is [cloud platform] Azure. That’s it. Everything else, to me, you can call them features.” Satya Nadella’s Microsoft Wants To Make Productivity Sexy, Inspiring, And Futuristic

Coté Memo #053: There's a lot of earth for software to eat

Follow-upIt’s been awhile. The family and I were on vacation for a bit in Paris, and then I was at the OpenStack Summit. Tech & Work WorldQuick HitsWhy Podcasting Is Bigger Than You Think – Edison Research (Annotated Tab Pile) - there’s a thought-technology battle going on to convince people that podcasts are a viable advertising medium. Sounds good to me. SquareSpace, right? Dell World 2014: No to Wall St, Yes to Cash - I missed DellWorld this year for this first time in 3 years, tragic.

Coté Memo #053: there's a lot of earth for software to eat, day 1 of #CAWorld

Follow-up It’s been awhile. The family and I were on vacation for a bit in Paris, and then I was at the OpenStack Summit. Tech & Work World Quick Hits Why Podcasting Is Bigger Than You Think – Edison Research (Annotated Tab Pile) - there’s a thought-technology battle going on to convince people that podcasts are a viable advertising medium. Sounds good to me. SquareSpace, right?

What they will not do is maintain steady eye contact or smile. If a stranger of the opposite sex smiles at you, it’s best to do as the French do and return only a blank look before turning away. If you smile back, you might find yourself in a Pepé Le Pew–type situation. http://www.fodors.com/news/story_3925.html

You can tell an Ingress user because (a.) they all are looking at their phones, and, (b.) they look like people who go to barcamps. Fading City: 12: Episode Twelve http://overca.st/B8J0MHrMI

docker has a straightforward CLI that allows you to do almost everything you could want to a container. All of these commands use the image id (ex. be29975e0098), the image name (ex. myusername/webapp) and the container id (ex. 72d468f455ea) interchangably depending on the operation you are trying to do. This is confusing at first, so pay special attention to what you’re using. That paragraph switches around pretty quick there.

Coté Memo #052: Two types of clouds and headless doctors

Follow-up Hey there! It’s been awhile. I warned you, things are monkey-balls over here. Tech & Work World Quick Hits Nancy Gohring summarizes OpenStack vendor sports of late - an excellent, concise overview of the OpenStack movements of late. Nancy is one of the best tech reporters out there working on cloud. I’m glad she’s over on thenewstack.io too. Double Whammy: IBM Sheds Chip Unit As Financial Woes Hit Hard - Power lives on.

When in Rome, format your PowerPoints like the Romans do

One of the “tricks” you learn in programming - “soft skills,” apparently they used to call them - is that you should match the style and formatting of the code you’re editing. If you’re starting with your own code from scratch, no problem, go crazy. But if you’re like most developers in the world and maintaining an existing code base with incremental improvements, you’ll more often than not be editing and adding to existing code.

I’ll put it over leftover chili! I don’t fuckin’ care. Roderick on the Line: 129: “Museo De Garbagemen” http://overca.st/BmEOyJBoc

Most of the hierarchy found in the traditional firm must be eliminated, and the walls between functional staffs must be destroyed. You can’t move fast, no matter how good the systems are, if turf fights among functions are the norm, and if even routine decisions must be processed through numerous layers of bureaucracy. Tom Peters (via fadingcity) Over some ribs and brisket the other days a friend of mine called this notion “management debt,” which seems right.

There used to be time to arrive. Incremental geographical changes would ease the inner transitions: desert would gradually give way to shrub, savannah to grassland. At the harbour, the camels would be unloaded, a room would be found overlooking the customs house, passage would be negotiated on a steamer. Flying fish would skim past the ship’s hull. The crew would play cards. The air would cool. A Week at the Airport, Alain De Botton

Coté Memo #051: Meetings suck, links galore

Tech & Work World Quick Hits Join the Foglight beta The look of a leader Developer Events Run Down: What’s Coming Up and What Not to Miss - nice list of developer related events coming up Comparing Uber &co. To traditional taxi fares - yes, indeed. With New Analytics Service, Salesforce Challenges Startup Visualization Crowd - back in the 2000s or so, Business Intellegence was a natural next step for ERP.

As a kid, “downtown” was a weird, mysterious place. Unlike today, no one lived there, there were no family-friendly attractions, and the buildings housed organizations that a kid would never have occasion to visit: the workplaces of lawyers and government officials and bankers. http://blog.asmartbear.com/downtown.html

I go through a mall, and I have no idea why any of the stores in there - except the Apple store - is open. I don’t know who goes in there, why they go in there, how the lights stay on because they must be buying something. The Critical Path: 126: Making the world go ‘round http://overca.st/Igw8Dhtw

A long wait for a scanning machine can induce many of us to start asking ourselves if we have perhaps after all left home with an explosive device hidden in our case, or unwittingly submitted to a months-long terrorist training course. A Week at the Airport, Alain de Botton

Coté Memo #050: not much on Friday, pretty boring for #50

Meta-dataHello again, welcome to #050. Today we have 54 subscribers, so we’re +1. Keep your best behavior up for this new person! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsFRONTSIDE.IO - HIRE THEM!

Coté Memo #050: not much on Friday, pretty boring for #50

Meta-data Hello again, welcome to #050. Today we have 54 subscribers, so we’re +1. Keep your best behavior up for this new person! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors FRONTSIDE.

NBC Universal turned to Spark to analyze all the content meta-data for its international content distribution. Metadata associated with the media clips is stored in an Oracle database and in broadcast automation playlists. Spark is used to query the Oracle database and distribute the metadata from the broadcast automation playlists into multiple large in-memory resilient distributed datasets (RDDs). One RDD stores Scala objects containing media IDs, time codes, schedule dates and times, channels for airing etc.

Coté Memo #049: how to brief analysts, tech co.'s splitting up, noise canceling-enough

Meta-data Hello again, welcome to #049. Today we have 53 subscribers, so we’re +/0. See what happens when I stop posting? I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors FRONTSIDE.IO - HIRE THEM!

Selling to Hoodie and the Sticker-Festooned - Building a Developer Relations Program to Win Over Developers as Paying Customers

I’m just about the give a short presentation on developer relations and marketing at our HCTS conference. For those who didn’t make it, here’re the slides and the “script” I typed out. As you may recall, I wrote a large report on this topic published back in August. It’s been fun talking with people about over recent months. Lost presentation: Selling to Hoodie and the Sticker-Festooned - Building a Developer Relations Program to Win Over Developers as Paying Customers

All the waitresses are nude, but they have telephones for heads! The Flop House: #147 - Devil’s Pass AND Awards Floptacular http://overca.st/93l8kYbw

Here’s a writing thing that I suspect a lot of people don’t know about me. Everything starts with a Zero Draft. Every comics script starts as a Notepad file. Notepad is raw and unformatted and gives me permission, frankly, to be shit. Everything in my head about the job can just be vomited into monospace type, where it cannot possibly be sent out as finished work. Once I’m empty, the file gets copypasted into OpenOffice, which is where I write comics scripts, and I can start arranging stuff and picking at it and seeing what’s wrong with it.

The single over-arching theme is this idea is that one should not compete, one should try to differentiate really hard. You want to do things that are one of a kind, you want to do something like a monopoly. You don’t want to do things that put you in cut-throat competition, like opening a restaurant. [www.marketwatch.com/story/pet… More for the “tech world is not normal world” files.

Business as usual is the only way rigid organisations can operate; workers are shown only what to do, but not why they do it. They are not paid to make value judgements; in fact they are forbidden to do so. When circumstances change, someone with a bit of wisdom would recognise the fact and perhaps act differently, whereas the rest carry on doing what they have always done http://go.

Coté Memo #046: I don't like dick-bags either, & more on marketing platforms

Meta-data Hello again, welcome to #046. Today we have 53 subscribers, so we’re +1. The crazy pills are working! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors NEXT WEEK, CHUCKLEHEADS! If you’ve been waiting to get more than $200 off, it’s now $400!

Coté Memo #046: I don't like dick-bags either, and part two on marketing platforms

Meta-dataHello again, welcome to #046. Today we have 53 subscribers, so we’re +1. The crazy pills are working! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsNEXT WEEK, CHUCKLEHEADS! If you’ve been waiting to get more than $200 off, it’s now $400!

As a product manager, you need to be able to balance all the work against all the work. Maybe you don’t have an ops background, that’s fine – you probably didn’t have a [domain] background when you came to work either. Learn. A lot of the success of a SaaS product is in the balancing of features against stability/scalability work against compliance work… If you want to take the “I’m the CEO of the product” role, then you need to step up and own all of it, otherwise you’re just that product’s Director of Wishful Thinking.

I think where people tend to end up results from a combination of encouragement, accident, and lucky break, etc. etc. Like many others, my career happened like it did because certain doors opened and certain doors closed. You know, at a certain point I thought it would be great to make film documentaries. Well, in fact, I found that to be incredibly hard and very expensive to do and I didn’t really have the courage to keep battling away at that.

Big data: we'll get to that real soon, honest!

About 73 percent of organizations in a survey of 302 Gartner partners said they’re investing or planning to invest in big data technologies and services this past June. However, 13 percent have actually deployed those solutions. That figure, for organizations planning to invest in the next two years, is up from 64 percent in 2013 across a survey group of 720. Big data: we’ll get to that real soon, honest!

What I mean when I say "fine"

I’ve found myself saying “and that’s fine” a lot recently. I have a weird lexicon of words and their corresponding hacked semantics that I often use in more of a way to entertain myself than to inform other people. Having this weird lexicon keeps me entertained and also lets me filter in and out people who know me well or don’t. It’s like people who call me “Mike.” They have no idea who I am.

Coté Memo #047: Selling a "platform" is one of the more difficult tech marketing tasks you'll ever do

Meta-data Hello again, welcome to #047. Today we have 52 subscribers, so we’re +/-0. I should write more awesome stuff to get more sign-ups! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors NEXT WEEK!

Trent must deal with the inner struggle of good and evil, as Tommy himself once had to do as the evil Green Ranger, due to the fact that he gained his powers from a raw Dino Gem in Mesogog’s lab, with the powers originally intended to be Mesogog’s. Mesogog is in fact, Trent’s adopted father Anton Mercer, who, in a faulty lab experiment, began to mutate into Mesogog. Trent later sides with good and saves his father from the mutation.

Coté Memo #046: Who's got the story?

Meta-dataHello again, welcome to #046. Today we have 52 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsSOON! If you’ve been waiting to get more than $200 off, it’s now $400!

Coté Memo #046: Who's got the story?

Meta-data Hello again, welcome to #046. Today we have 52 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors SOON! If you’ve been waiting to get more than $200 off, it’s now $400!

…storytelling. Like it or not, that’s exactly what branded content is about: telling great stories about a company in a more intelligent way instead of simply extolling a product’s merits … In the end, journalism is all about access. Beat reporters from a news media will do their best to circumvent the PR fence to get access to sources, while at the same time the PR team will order a bespoke story from its own staff writers.

The return of story telling with splash of booze

“Tony is an incredibly strong storyteller—he tells stories through food and travel and a little alcohol mixed in,” says Zucker. “Really, that’s what CNN should be about. I learned as much about Israel and the Palestinians from Tony’s hour on Jerusalem as I did from any reporting that I’ve seen.” I think there’s something magical in that statement. As the Boomers disappear into retirement and the next generation starts running things, I sure as shit hope that framing takes over media and “story telling.

random hipster strangers who you may want to link to This perfectly describes almost every social media company before Facebook, even Twitter for much of it’s early life. And then there was my MySpace. Exactly.

Coté Memo #045: Double up to catch up. You have to spend money to make money. When you see this cup empty, just refill it w/o asking. QED

Meta-data Hello again, welcome to #045. When we hit #050, let’s all have an extra drink - I know I will! Today we have 52 subscribers, so we’re +1. Good job, subscribers! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.

Coté Memo #045: Double up to catch up. You have to spend money to make money. When you see this cup empty, just refill it w/o asking. QED.

Meta-dataHello again, welcome to #045. When we hit #050, let’s all have an extra drink - I know I will! Today we have 52 subscribers, so we’re +1. Good job, subscribers! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.

I’ve gone back and forth on whether managers should code and my opinion is: don’t stop coding. Each week that passes where you don’t share the joy, despair, and discovery of software development is a week when you slowly forget what it means to be a software developer. Over time it means you’ll have a harder time talking to engineers because you’ll forget how they think and how they become bored.

Coté Memo #043: EMC + (HP XOR Dell) == what? "Fabrics" returning, and the joys of bicycle jousting

Meta-data Hello again, welcome to #043. Today we have 51 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors TIME IS RUNNING OUT! Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #044: Very little today. Work, work, work!

Meta-data Hello again, welcome to #044. Today we have 51 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors SOON! Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

I think having Jason spend less time being an administrator and more time writing is a huge win for all of us. That’s the kind of sentiment my type is always angling for: content creation, not the administration thereof. The so called “Maker” work philosophy applied to communication.

If you would like to copy and paste text into this document, please paste as text-only or paste into Notepad first to clear styles. In a template for some 451 documents. It’s 2014, and this is pretty much where all the white-collar workers are. That whole “plain text and markdown” rebellion you see among tech-separatists is a weird reaction, but almost an isolationist response to the weirdness of Word.

Next to the food court - speaking of ambiguous instructions

Please note that using a GPS system will not give you the correct location of the Global Entry Office. Unfamiliar with the Orlando International Airport follow these instructions. As you approach Orlando International Airport stay in the lane for “Terminal B", parking is available in the “B” parking garage. Once in the terminal take the elevator or escalator to the departure level (where the ticket counters are located) this would be the 3rd level, proceed to the Center Food Court “B” side.

Anything that can be learned by a normal American adult on a trip to a foreign country (of less than one year’s duration) can be learned more quickly, cheaply, and easily by visiting the San Diego Public Library. Simon’s Travel Theorem, As read in the preface to The Halo Effect. A bit more here too, including the vital “I’m not trying to be a dick” defense.

Coté Memo #042: "Is this helping at all?" and other Linkatary

Meta-data Hello again, welcome to #042. Today we have 51 subscribers, so we’re +/-0. Keepin’ it smooth and level for the weekend! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

For electronic recipients of Computergram International the last story is a little difficult. The nearest this electronic sub editor can get is to ask you to imagine the Old Spice advert, except that rather than a muscular antipodean on a surf board, you should imagine a muscular antipodean on an 80286 upgrade board. For those who cannot allow their imagination to extend this far, refer to the hardcopy C.I. or the Hypertec Pty press release (enough said).

"Veblen goods"

In economics, a Veblen good is a member of a group of commodities whose demand is proportional to their price; an apparent contradiction of the law of demand. A Veblen good is often also a positional good. “Veblen goods”

Coté Memo #040: Market cycles in infrastructure software, still more OpenStack action

Meta-data Hello again, welcome to #040. Today we have 49 subscribers, so we’re +3. What happened?! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors THERE’S NOT MUCH TIME LEFT! Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #038: No title, just links

Meta-data Hello again, welcome to #038. Today we have 45 subscribers, so we’re +2. Fun! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #037: vRealize report, PaaS winnowing, big hunks of turkey

Meta-data Hello again, welcome to #037. Today we have 43 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #036: HP buys Eucalyptus, mind-mapping-aaS

Meta-data Hello again, welcome to #036. Today we have 42 subscribers, so we’re +/0. Steady as she goes! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #035 - Is Docker a threat to OpenStack, NPC in servers, OCP too expensive?, etc.

Meta-dataI’m shipping mid-day. Let’s see what happens! Hello again, welcome to #035. Today we have 42 subscribers, so we’re +1. Fun! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #035 - Is Docker a threat to OpenStack, NPC in servers, OCP too expensive?, etc.

Meta-data I’m shipping mid-day. Let’s see what happens! Hello again, welcome to #035. Today we have 42 subscribers, so we’re +1. Fun! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Coté Memo #034: No longer blending iPhones, Applefornia, Developer Relations & Marketing

Meta-data Hello again, welcome to #034. Today we have 41 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Below check out a sample of the content at 451’s upcoming cloud conference, HCTS: a draft of my slides on developer relations and marketing.

Coté Memo #033: Taking my toys home, microservices vs. J2EE, Tex-Mex/Cajun Fusion

Meta-data Hello again, welcome to #033. Today we have 41 subscribers, so we’re +1. Yay! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

Docker for Service Providers - Once again: developers

As newsletter subscribers may recall, we’ve been talking internally at 451 about how service providers could use Docker, or not. The piece on that topic is now up, and free for all to view to boot. Here’s the 451 Take: Given the gulf between the actual needs of application stacks and the ability of modern hardware to pool physical resources, there is an opportunity for providers to move IaaS forward for developers.

SolidFire's OpenStack reference architecture is driving new sales and thought leadership

My report on SolidFire’s OpenStack reference architecture (RA) is now up. In addition to covering the RA itself, I was more curious to hear how the business had been going that is, “is it a thing?” As I put in my newsletter the day of the briefing, it seems like the answer is yes. Here’s the 451 Take: SolidFire’s flash-driven software-defined storage approach has always been interesting: It promises to act as a generic pool of very fast storage, supporting multiple workloads on each box, with different performance characteristics as desired.

How Amazon financials work

When you buy Amazon stock (the main currency with which Amazon employees are paid, incidentally), you are buying a bet that he can convert a huge portion of all commerce to flow through the Amazon machine. I have to admit, I didn’t really read that closely, but there you go. How Amazon financials work

Why Did Docker Catch on Quickly and Why is it so Interesting? | The New Stack

Excellent piece. Too bad my folks didn’t get around to writing it first, but at least now it doesn’t need to be written. The insights in developer relations are great. At a meta-level: It’d be interesting to “crowd source” analyst research agendas by just bundling up pieces like this and original work and having that be your “corpus” of research. It’s what Techmeme does for news (no original content though). That’s kind of what InfoQ does for appdev and I think it works kind of well there (I find video a bit too oblique, but you could do 500-1,000 word summaries a a la Blinkist on all the conference talk videos InfoQ has - that’d be a good premium service).

However, CEOs often just tell their companies that they “must execute the strategy better.” Clearly this advice isn’t very helpful, as it’s as obvious as saying, “Let’s all just do a better job!” What companies need is to identify specifically what it is that they must execute better. For example, “improve the speed of deliveries” would be a far more helpful instruction, one that could help a company achieve its strategic goal of improving customer service.

Coté Memo #032: when to have an executive summary

Title: Coté Memo #032: when to have an executive summary Meta-data Hello again, welcome to #32. Today we have 40 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Come check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th.

The answer, Sacconaghi thinks, is a bunch of things: CEOs and their CIOs don’t believe in IT value as much today as they used to, even though they do still believe in it; factors such as commoditization have led to deflation in IT prices; customers are hesitant because various new ‘architectures” such as cloud computing, CIOs are stuck evaluating new stuff a lot; and spending has lagged the recovery in corporate profits post-recession.

Coté Memo #031: Avoiding Showing Up, Yet Another Private Equity in Tech Story, Cyborgs, and more #VMworld

Title: Coté Memo #031: Avoiding Showing Up, Yet Another Private Equity in Tech Story, Cyborgs, and more #VMworld Meta-data Hello again, welcome to #31. Today we have 39 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.

More on the Compuware go private plan, APM

Sell more APM, grow marketshare, probably over at 4-5 year term: The APM market is fragmented. We are the only APM vendor with more than 10 percent share. We can’t reach our potential without joining forces with the channel. No APM vendor has more than 20 percent share, and we aim to change that. If you threw in Keynote (and finessed the taxonomy), a bit of organic growth, and acquired a medium to large sized APM startup, sure!

Coté Memo #030: SolidFire's foray into OpenStack, Crowd-sourcing DevOps

Meta-data Hello again, welcome to #030. Today we have 38 subscribers, so we’re +2. Nice! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsors Get $200 off when you register for 451’s Hosting and Cloud Transformation Summit (Oct 6th to 8th) when you use the code MC200 at 451events.

Coté Memo #29: vRealize almost explained, Compuware gets bought, 1 year at 451

(I cross post my week-daily newsletter here, but also feel free to subscribe to it directly if you’d don’t want to follow CoteIndustries.com regularly.) Meta-data Hello again, welcome to #29. Today we have 36 subscribers, so we’re +3 - good job, subscribers! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. (If you’re reading this on the web, you should subscribe to get the daily email.) See past newsletters in the archives, and, as always, see things as they come at Cote.

Cloud == speed, pt. 2, or, Developers moving at public cloud speed driving IT transformation

WTH: How do you see the path towards the software-defined Data centre? AB: What I believe is driving this trend is that developers and organisations are looking to move extremely fast. Developers are getting used to the paradigm of going on AWS (Amazon Web Services) and getting resources immediately instead of weeks/months of provisioning time. That is the benchmark against which they are now holding their internal IT organisations.

Momentum at Constellation Research, customer numbers

That old pay to play model just doesn’t suit us. So this makes it hard to make it all work. We know it’s tough, but we also know it’s worth pursuing. We do have to thank over 100 sell side (vendor) and 200+ buy side (end users) clients. And to address someone else’s comment, these aren’t webinar attendees (we’d be able to list 1000 clients in that case) These 200 represent folks who’ve engaged us for subscriptions, advisory services, or attended our programs.

[audio cote.files.wordpress.com/2014/08/u…_010.mp3] underdevpodcast: Summary We discuss thinking beyond human error as Bill starts to summarize the book Behind Human Error. It’s always helpful to look at how the system and process caused the wrong move. Also, thinking about hardware, and some nice feedback from designers. Subscribe to the feed: http://feeds.feedburner.com/UnderDevPodcast Your friends @cote and @BillHiggins Hardware, what is it? Coté is confused about how to think about hardware.

Coté Memo #28: Yet another DevOps landscape, webinar tips for analysts

(I’ve had a little email newsletter for sometime. It’s fun! People like it and write to me! Rather than rely on the archiving at TinyLetter, I thought I’d post the archives here. However, feel free to subscribe to the newsletter in its proper format, email…or just read it here, whatever you like.) Meta-data Hello again, welcome to #28. Today we have 33 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.

Hardware is the price variable

With EVO, VMware is pitting the hardware vendors against each other for deals that will likely involve hundreds to thousands of nodes in large enterprises, and the competition will drive down hardware prices and therefore the overall price of the EVO solution. If hardware costs less than it might otherwise without such pressure, that extra margin can come from the software and support in the EVO stack. It’s rough being a hardware vendor.

How to be a hardware analyst...?

After reading an, as ever, great, deep coverage of some new fangled piece of hardware from TPM, I got to thinking: I don’t really know how hardware analysts approach their craft. What framing and context do they use to understand, evaluate, and judge any given chunk of hardware? I’ve never been much of a hardware person (which was an odd strength while I was at Dell, being that I was there to work on software strategy).

In an API-driven cloud, Intigua wants to wrap APIs around your management midsection

A report I wrote on Intigua is up now. Here’s the 451 Take for y’all now: Intigua has always been a company with a difficult marketing proposition, having started off as a packaging and deployment balm for systems management agents. While there is certainly utility to ‘managing the managers,’ a broader positioning and purpose was clearly needed. Intigua’s new positioning as an enabler of cloud management APIs looks encouraging, and if the company can extend into ‘orchestration’ as a consequence, it can start addressing one of the major gaps of large enterprises that are ‘going cloud.

The decline of Novell

I’ve been reading up on Novell’s history. So far it’s got some fascinating twists and turns. Wikipedia sums up the turning point well: The inclusion of networking as a core system component in all mainstream PC operating systems after 1995 led to a steep decline in Novell’s market share. That is, once networking become “commoditized,” the unique position Novell had with IPX changed. And then there’s some channel hijinks that happened.

Coté Memo #27: More on VMworld, Intigua and systems management APIs,

Meta-dataHello again, welcome to #27. Today we have 33 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Zenoss is on the hunt for large enterprises with a little help from Hadoop and Docker (451 Report)

Back in my RedMonk days, I spoke with Zenoss a lot, so it was nice to finally catch-up with them again. They’re moving up-market and adding spending much time beefing up their back-end to handle the resulting, larger scale demands for a systems management platform in the enterprise space. The full report is available for 451 clients, but here’s the 451 Take: Zenoss has been undergoing much change in recent years.

Treating OpenStack like a spec, not a stack at #vmworld

Good, thorough piece from TPM on VMware’s OpenStack and Docker stuff this week, inc.: The lesson to be learned from this is that OpenStack is just a framework for how the components of a cloud are controlled, but it does not prescribe any particular component for compute, networking, storage, or management. Treating OpenStack like a spec, not a stack at #vmworld

Coté Memo: 3:30am plastic man traveling, keeping up the VMware's CAGR

Meta-dataHello again, welcome to #26. Today we have 33 subscribers, so we’re +1. DANDY! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Teradici's remote workstation access product paves the way for a new type of WaaS (451 Report)

As you may recall, I write about virtual desktop stuff from time-to-time. Teradici recently launched a new workstation remote access package for engineers and CAD/CAM types. My 451 report on the topic is out, co-authored with Scott Ottaway. Teradici is an interesting company in this space as they get most of their revenue (70-75%) from OEM’ing their PCoIP technology to the likes of VMware, Amazon, HP, and many others for embedded use in those OEM’ers products and services.

What VMware means when they say "hybrid cloud"

Gartner’s @cloudpundit has a great way of summing up VMware’s future-proofing problems when it comes to their strategy. tl;dr: they need to straddle two worlds, pre-cloud and post-cloud infrastructure. When VMware says “hybrid cloud,” that straddling of “legacy” IT and “real cloud” seems to be what they mean: That brings us to VMware (and many of the other traditional IT vendors who are trying to figure out what to do in an increasingly cloud-y world).

We wore the blue suits, white shirts with button-down collars, striped ties, fedoras and wingtip shoes. The customers felt they could count on us. John F. Akers, “the 6th CEO of IBM,” as quoted in “John F. Akers, 79, Dies; Led IBM as PCs Ascended,” New York Times.

Facebook ads don't work too well for "enterprise" types

I am going to sound incredibly churlish here but why on earth Lionel Messi could possibly like our stuff is well beyond my imagination. Flattering though it might be. The same goes for the 20 year career short order cook who posts cat pictures, the retired person who joined Facebook last week, the nurse with a heavy religious bent. On and on it went. Long ago I tried some ads for RedMonk on Facebook.

The "Enterprise Cloud"

Early on, vendors who wanted to compete with AWS would speak to the idea of an “enterprise cloud.” All the US Federal activity that AWS had been up to - including that $600m private cloud for the CIA - seems to nullify most of that. I think what will be more important is targeting the type of application supported: old school, three tier app that are statefull everywhere, or cloud native, microservices apps that are stateless (shoving statefullness of to caches and databases).

Creative People Say No

parislemon: Kevin Ashton: Saying “no” has more creative power than ideas, insights and talent combined. No guards time, the thread from which we weave our creations. The math of time is simple: you have less than you think and need more than you know. We are not taught to say “no.” We are taught not to say “no.” “No” is rude. “No” is a rebuff, a rebuttal, a minor act of verbal violence.

Coté Memo #25 - VMware's Cloud, Novell health-check, all with the face like this

Meta-dataHello again, welcome to #025. Today we have 32 subscribers, so we’re +1. YEAH! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Who's using DaaS

Citrix has a new DaaS service provider survey out. I’m often overly harsh on virtual desktops and, by extension, DaaS. I’m always curious who actually uses this stuff, so the vertical breakout is interesting: The largest number of service providers who responded listed financial services, healthcare and manufacturing as the vertical markets they served. This is an interesting change in the vertical market ranking compared to the December 2011 Citrix Service Provider survey.

Coté Memo #24 - "Can everyone mute their line? I just heard a toilet flush" Also: Zenoss

Meta-dataHello again, welcome to #024. Today we have 31 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Well, this whole DevOps thing is going to rough, then

Smells like Agile in 2002: Your DevOps efforts will probably fail unless your entire management team buys into the required changes, and executives recognize that they’re going to have to change the way they operate, as well. Have fun storming the castle. Anecdotally, I hear fun tales of BigCo’s being befuddled by all the changes needed here. It shows why it’s vital to prove to The Business side that it’s worth it, which is always tough for such dramatic changes.

Coté Memo #023 - Hippocratic oath of change management, put an API on it, eating meat-filters

Meta-dataHello again, welcome to #23. Today we have 31 subscribers, so we’re +1 (two are new, so one must have dropped). I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing.

Markdown is great - but my colleagues expect MS Word… makeDoc — toketaWare

[Coté Memo #22] Nextdoor vs. Babycenter, Weird Fiction, VID & steaks

Meta-dataHello again, welcome to #22. Today we have 30 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

HP software and channel sales

A summary of revenue: [HP’s] software division - IT Management, Application Development, Vertica, security and Autonomy - turned over $3.91bn in fiscal 2013 ended last November, down from $4.06bn in the previous year. With software, it’s good to focus on profits as well, as the margins are much higher. A common problem with large companies is getting cross-selling, inside and out of the company: “The biggest challenge for HP Software,” Youngjohns says, “is to get access to that broad range of HP partners and resellers, people selling systems and device solutions, to convince them software ought to be part of that proposition.

Pivotal shows good momentum in helping build 'programmable businesses' (451 Report)

I wrote a brief update on Pivotal recently, the full report is available for clients. Here’s the 451 Take: Pivotal’s connection to the so-called ‘EMC Federation’ gives it an expansive portfolio, but we believe that Pivotal’s core message reduces to, “Hello, Global 2000 enterprises. The middleware stacks you use to build and run your enterprise applications are not so good. Ours is better, so you should use it for new applications development and to rewrite old applications.

A small cup of Starbucks coffee contains 250mg of caffeine. For a frame of reference, espresso tops out at about 75mg. Let’s face it: Starbucks sells a drug I am addicted to. And their app allows me to pay for my addiction easily and rewards me with a free vial - I mean cup - of coffee every so often. I also get free apps on the iTunes app store.

[Coté Memo #021] Data MQs, Giving Feedback, Quantified Dogs

Meta-dataHello again, welcome to #21. Today we have 30 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

[Coté Memo] Dell Cloud BOGO, M&A decisions by lunch, behind-the-scenes tech press shenanigans

Meta-dataHello again, welcome to #20. Today we have 30 subscribers, so we’re +/-0. Stable! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Dell's end-user device management portfolio, KACE, has grown revenue 5x since acquisition (451 Report)

I checked in with Dell’s end-user device management folks, KACE, recently and wrote up a report. Patching and all that isn’t exactly thrilling (but, as they say, necessary), however, it’s interesting to see the momentum the acquisition has had since 2010. Because we’d been collecting revenue from KACE over the years (thanks to Dennis), we could estimate what growing the business 5x looked like. The full report which goes over recent updates, competition, etc.

Hey, biz bods: OpenStack will be worth $3.3bn by 2018 (Register Column)

My new somewhat monthly column in the channel section of The Register is up. It goes over 451’s recent OpenStack market-sizing and relates some anecdotes about how common it is to get outside help with private cloud installs. You know, of interest to people who’d be reading up on channel stuff. One of the co-authors of the 451 report also has a nice summary up, available for free. The folks at Piston pointed out that you could misread one of the mentions of them saying that their customers require PS work.

How to write an executive strategy memo

When you’re asked to write an executive memo, you need (to learn how) to be concise and to the point. When I was at Dell, working in strategy, I wrote many “executive memos.” One of the senior executives, including Michael, had a question about entering a market, buying a company, etc. and wanted our input on it. It was one of the more fun tasks we did, often in a quick half day, at most taking two days.

[audio cote.files.wordpress.com/2014/08/u…_009.mp3] underdevpodcast: Summary Bill and Coté discuss trying to explain DevOps, DevOps metrics, and the processes used by designers vs. software developers vs. management consultants vs. wedding planners. We also go over the recently US Digital Services Playbook, which looks pretty cool actually. Subscribe to the feed: http://feeds.feedburner.com/UnderDevPodcast Your friends @cote and @BillHiggins DevOps, what is it? Observations from the field - Bill has been on a tour visiting Kickstarter, Etsy, and IBM teams - what are they doing, how is it different, etc.

[Coté Memo #019] Selling DevOps, the WTF on industry analysts, champaign over health food

Meta-dataHello again, welcome to #19. Today we have 30 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

Information companies can get from free wifi

Here, the example is in airports: It lets the airport team observe where certain areas might become congested, allowing quicker reaction and reducing the impact on passenger flow. Furthermore, the heatmapping functionality enables them to overlay demographics, which proves particularly useful when examining the use of certain spaces. Airports can ascertain where it would be best to place new shops and restaurants, as well as signage and advertisements effectively.

[Coté Memo #17] Things to listen to on the way to Dallas, and back to Austin

Meta-dataHello again, welcome to #17. Today we have 28 subscribers, so we’re +3. Fun! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsCome check out cloud hijinks at 451’s HCTS conference Oct 6th and 8th. I’ll be speaking there on developer relations and marketing. Use the code MC200 to get $200 off when registering.

[Coté Memo #18] DevOps as a Service, then again, what exactly is DevOps?

Meta-dataHello again, welcome to #18. Today we have 29 subscribers, so we’re +1. Exciting! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

That IBM/CSC partnership

The new offerings bring IBM solutions around SoftLayer Infrastructure-as-a-Service and BlueMix to CSC customers, including integrating them with the CSC ServiceMesh Agility Platform. The agreement will bring ServiceMesh Agility Platform to the IBM Cloud Marketplace. More: CSC said the IBM alliance will help the company grab a piece of Gartner’s predicted $210 billion market for application services in 2014 and help continue to pivot the solution provider around as-a-Service solutions.

How Dell segments out the server market

As detailed by Dell’s Forrest Norrod: We typically think in big animal terms. The true hyperscale market is a very small set of customers, maybe the top seven to ten players. The scale-out customers sit below these, and include Web tech, HPC, and the large financial institutions for their quant farms. The core enterprise comes next and includes converged, high-value workloads and volume workloads, and finally there is the SMB/value segment.

Staying calm, apply with care

“What if?” statements throw fuel on the fire of stress and worry. Things can go in a million different directions, and the more time you spend worrying about the possibilities, the less time you’ll spend focusing on taking action that will calm you down and keep your stress under control. Calm people know that asking “what if? will only take them to a place they don’t want—or need—to go.

Don't confuse influencers with check-signers

Tracking the exact mechanics of bottoms-up shifts in IT is as hard as tracking “real cloud” spend, if not harder: I would listen to developers, but more likely an architect or head of development than allow the grass roots to start buying and using anything they wanted. I am not naive enough to believe that developers don’t go out and look at neat new stuff, a developer happy and content to just do maintenance on existing software is a rare commodity indeed.

[S]ome outfits do still see coding as a risk to be costed, rather than a realisable benefit to be paid for. Robert Brook

"When have you crushed days into minutes for me lately, nerd?!"

Dennis reports on a refer SAP user group survey which points to difficult up-take for HANA. It seems like the primary blocker is coming up with justifiable reasons to buy and use the thing, a “business case,” as the kids say. On the other hand, the actual performance of the thing seem to be real, if under-appreciated by those report hungry LoB-monsters: BW on SAP HANA was always going to be an easy win given the time it takes to run reports.

[CotéMemo #016] Developer relations, HP & Cisco's cloud, Google Fiber, Twitter Analytics, Mesosphere

Meta-dataHello again, welcome to #16. Today we have 25 subscribers, so we’re +3. THANKS! (Keep telling your friends!) I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorsI’ll be at speaking at a couple conferences you should come to this Fall: One, at 451’s HCTS conference, Oct. 6th to 8th.

Mesosphere bringing Twitter's infrastructure secret sauce to the Global 2000 (451 Report)

As Coté Memo subscribers know I’ve been working on a report on Mesosphere. It now up, as alway available for 451 clients. Here’s the 451 Take: As with vendors like CoreOS, Docker and Red Hat (and the work around Google Kubernetes), Mesosphere is rethinking the infrastructure needed for cloud-native applications. We see a growing demand to rewrite and re-platform the bulk of applications existent in the consumer and enterprise spaces to fit into mobile and tablet form factors and take advantage cloud infrastructure.

My big ass report on developer relations and marketing

I’ve been working on a large (30 pages in lovely PDF) report on developer relations and marketing, especially, though not exclusively, targeted at people like cloud and service providers who are discovering the need to cater to developers. It’s published now. As with most of my work, I’ve tried to inject a bunch pragmatic, tactical advice alongside just enough macro “trends and drivers” nonsense to make the case for why you should care and then how you should start planning what to do next.

[Coté Memo #15] Docker for service providers, yyyy-dd-mm, $400m Docker valuation

Meta-dataHello again, welcome to #15. Today we have 22 subscribers, so we’re +/-0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

Cisco's 19 years of mega-growth

Since being tapped to lead Cisco in 1995, Chambers has grown the company from a $2.2 billion hardware manufacturer to a $48.6 billion network hardware, software, security and services powerhouse that’s more bullish than ever on becoming the world’s No. 1 IT company. Cisco had 3,827 employees when Chambers was appointed CEO. Today, there are more than 70,000. Also, a somewhat random DevOps callout from a senior executive:

OpenStack: It's easy if you're a full stack developer

“OpenStack talent is a rarified discipline,” McKenty said, adding, “to be good with OpenStack, you need to be a systems engineer, a great programmer but also really comfortable working with hardware. You need to understand how the infrastructure works under the covers.” … “There’s 2,000 people working on OpenStack on the vendor side, and the customers can’t compete with HP to hire OpenStack engineers. So they’re relying on us to make OpenStack work for them,” McKenty said.

So I finally got to go to Australia and use those weird slanty bits on my international power adaptors. There’s a good twist to pace layering at the end.

[Coté Memo #13] Mesosphere, searching for VSLOOKUP, Herculean flops

Meta-dataHello again, welcome to #13. Today we have 22 subscribers, so we’re -1. TEARS! (I feel like Al below.) I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

[Coté Memo #14] RAX still into IaaS, I think; what's Pivotal do again?

Meta-dataHello again, welcome to #14. Today we have 22 subscribers, so we’re +/- 0. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

Distributed transaction is, I would say, it’s an anti-pattern, and it is very hard to code in if there are like writes in transactions that need to happen in different places, in different databases, it makes it very difficult to make sure everything works really well. Yoni Goldberg, Gilt

[Coté Memo #12] The OpenStack market is growing, beyond IM, don't watch the end of The Killing

Meta-dataHello again, welcome to #12. Today we have 23 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

I grew up in Silicon Valley and have spent my entire career in tech. Despite these facts, I’m a humanist by nature and a marketer by vocation. About Me, The Borg Queen

[Coté Memo #11] The Swedish cloud, coding spreadsheets, new Netflix to watch

Meta-dataHello again, welcome to #11. Today we have 22 subscribers, so we’re +1 (leveling back after yesterday’s -1). I’ll have a drink to celebrate! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

Serena Dimensions CM starts bringing devops to its enterprise customers (451 Report)

I had a briefing with Serena a short while ago around the new release of their ALM product Dimensions. They’re interesting to talk with because of their conservative customer base: so it’s a good way to track mainstream adoption of emerging developer practices. Things seem to be moving along nicely there. Since changing PE hands, they seem to have a renewed interest in shipping new releases, which should be fun to watch as well.

The email iron grip

First, Microsoft and other vendors like IBM still have a tight grip on the largest companies. Gartner analyst Tom Eid—who predicts that enterprise email alone will be a $5 billion global industry this year, growing about 10% from last year—confirms this. He estimates that Microsoft still commands 75% of the market’s spending, versus about 3% to 5% for Google. I like that specificity of “spending.” The email iron grip

Zombies vs. Vampires - who would win?

One of my colleagues recently asked this question. Through a series of detailed logic-gates, we can conclude the following two scenarios: In much zombie lore, zombies don’t like to eat (long) dead things or even diseased humans (cf. World War Z, the movie). Therefore: vampires win because they’re immune. However, if the cause of zombie-ism was a “virus” that effected any dead body, not just one bitten by zombie, (cf.

I poked it. A few bits. A little motor from something, rocking; a broken television; remnants of unidentifiable bits and pieces, corkscrewed detritus, on a layer of cloth and dust. Layers of rust and scabs of oxide. From City and the City by China Miéville Pretty wonderful so far: like being a pleasantly drunk flâneur meandering about the The Killing.

[Coté Memo #8] CoreOS, nevermind that whole "making money" part, The City & The City

Meta-dataHello again, welcome to #9. Today we have 21 subscribers, so we’re -1. I’m crying right now into my vesper martini. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorMy work, 451 Research has it’s big cloud conference coming up in October. More of the agenda has been posted today, it seems.

[Coté Memo #8] @CAinc's board wears no ties, Hangouts.biz, cleaning data with Excel

Meta-dataHello again, welcome to #8. Not so brief today with all the typing, I know. Today we have still have 22 subscribers. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research has our big cloud conference this October 6th to 9th. I’ll be there giving talks on developer relations and marketing; most vendors and service providers getting into cloud need to start catering to this core set of decision makers and buyers.

Let's take "enterprise" out of the parking lot

Rather than build out your next Instagram or SnapChat knock-off, consider disrupting 30 years of clunky software with horrendous user interfaces. The office-drone masses will bless you for it. Let’s take “enterprise” out of the parking lot

I was on The New Stack Analyst podcast today along with Nancy Gohring, one of the tech reports who’s work I’ve always enjoyed, and, of course, Alex Williams. We discuss Nancy’s recent piece on Azure cloud seeming to grow faster than Amazon’s cloud, the problem with figuring comparisons like this out, some different scenarios for big cloud vendor success and failure based on where the packaged software market goes, and then DaaS and WaaS.

Highlight the whole row under the one you want to freeze, then select freeze pane. How do you lock or freeze one top row in an excel spreadsheet? Well that makes a lot of fucking sense…like most things in Excel of Mac.

[Coté Memo #7] Winning in cloud hinges on package software, AMZN 2014Q2 marginalia, DevOps sniffing

Meta-dataHello again, welcome to #7. Today we have 22 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

Amazon 2014Q2 marginalia

I took a look at Amazon’s recent earnings call transcript. Not as details-rich as CA’s, and more widely covered, but some little bits and pieces here. See the stand-alone HTML file in my dropbox share, and the raw markdown file if you prefer that. I’m still looking for a better way to render there if anyone has ideas. Amazon 2014Q2 marginalia

Why banks have social media programs

53% of financial services industry respondents gave reputation risk a “No. 1” ranking among the hazards. By contrast, 19% named compliance as the greatest risk, and 9% selected data security. Why banks have social media programs

Yes, folks, it's just that simple!

All you’ll need is an idea and some free time. The platform and the infrastructure underneath will not be anything for you to ever worry about. I think this is most people’s view of programming. Yes, folks, it’s just that simple!

However, a source familiar with Dropbox’s current strategy said the company lately has been moving more of its IT infrastructure away from AWS and onto its own turf. There are now 10,000 servers in Dropbox facilities running loads that had been on Amazon EC2, although it’s not clear what percentage of Dropbox’s computing requirements that represents. Dropbox is currently storing data both in its own data centers and on Amazon S3 until the end of the year, this source said.

We all use the same type of data center, same type of hardware more or less, there’s definitely margin on the cogs of operating those goods. SHOCK and AWS: The fall of Amazon’s deflationary cloud

[Coté Memo #7] Who wants to do DevOps, "The Death of AWS" headlines, Boyhood

Meta-dataHello again, welcome to #7. Today we have 21 subscribers, so we’re +1 again. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. Sponsor451 Research, is having it’s big cloud conferences this Fall, Oct. 6th to 8th. I’ll have a session or two on developer relations and marketing, and other analysts will be talking about their area.

Chalk of Math +5

At the chalkboard, I use only Hagoromo faru ta’chi (“Full-Touch”) chalk, for which it has been claimed that it is impossible to make a mathematical mistake when writing with this chalk. I always like a good The Setup. Chalk of Math +5

What if WS-* had worked out, figuring out CoreOS

Meta-dataHello again, welcome to #6. It’s Friday night, and most of time was spent talking with people, so this will be short. Today we have 20 subscribers, so we’re +1. I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorI mentioned a few newsletters back that my work, 451 Research, is having it’s big cloud conferences this Fall, Oct.

I’m okay but not great at managing my time. In addition to being an editor and writer on my radio show, I’m also the boss, and deal with budgets, personnel stuff, revenue and spending questions, and business decisions. My worst habit: when I should be writing something for this week’s show, I’ll procrastinate by looking over some contract or making some business phone call or doing something else that actually isn’t as important as writing.

CA Technologies FY2015Q1 marginalia, experimenting with CriticMarkup

While reading through CA’s recent quarterly conference call transcript, I thought I’d try out an idea I had this morning: using CriticMarkup to DIY what Genius.com does: annotating content. It worked OK, except I didn’t invest time in getting the HTML output right, so it looks kind of crappy - you can see the raw markdown file as well. I actually tried using Genuis.com as well, but it started acting goofy so I gave up.

The spook's cloud, the most boring annotations you'll ever read, PE goes after EMC's future

Meta-dataHello again, welcome to #5. This one will be short. Today we have 19 subscribers. It’s starting to smell like real growth hacking up in here! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorYesterday, I mentioned that my work, 451 Research, hosts small “round table” events to talk with practitioners and IT buyers.

In the latest The New Stack Podcast, I talk with Alex while he’s on the show floor. We talk about SAP, Microsoft and open source, OSCON, and then talk with Bitnami’s Erica Brescia who has interesting things to say, among other things. about Azure use rising. (Source: http://thenewstack.io/)

So no, this isn’t helping. This is externalisation of cost. This is shirking of responsibility. This is not using technology the way it should be used, or the way it could be used, but the way that it can be used to inflict maximum possible harm - to provide the illusion of choice without actually enabling better choices. Episode One Hundred and Twenty Six: Solving The Problem When I was at RedMonk, I had to buy my own health insurance.

Good DevOps Marketing, Fixing Enterprise IT, Microsoft's $4.4bn cloud businesses, Booze

Meta-dataHello again, welcome to #4. Today we have 16 subscribers, but one of them is my work address. So, we’re +2! If you’re a subscriber, I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and @cote. SponsorMy work, 451 Research puts on “round-table” events where end-users and their managers discuss various aspects and best practices of enterprise IT.

Apple paid out $5bn to developers in H1: Google $5bn in the last 12 months. — Benedict Evans (@BenedictEvans) July 22, 2014 //platform.twitter.com/widgets.js I’m guessing from quarterly calls.

We’re putting all this stuff out there, thinking that we’re having conversations. But actually, we’re creating evidence for somebody else’s drama. @LloydDavis, Episode Eleven of “Try the Doorbell” podcast.

The 6 hour manager, funding infrastructure, microservers mind-mapping

(Hello there! I’m finally getting around to doing a newsletter-y thing. I like the ones I see, the single page of links. In the bricolage style of weblogging, if that word still exists, that I operate in by default, I thought I’d narrow down to a sort of “Selections from the Daily Wunderkammer” for the daily email. I’ll try it for awhile and see if it works out.) (The next iteration will drop this introductory text and just be the, you know, "

When looking to split a large application into parts, often management focuses on the technology layer, leading to UI teams, server-side logic teams, and database teams. When teams are separated along these lines, even simple changes can lead to a cross-team project taking time and budgetary approval. A smart team will optimise around this and plump for the lesser of two evils - just force the logic into whichever application they have access to.

The Coconut Plane

@valleyhack Well, Cargo Cults tend to think they’ve got it pretty good until they try and land the coconut plane via the bamboo radar — Jack Clark (@mappingbabel) July 18, 2014 //platform.twitter.com/widgets.js The Coconut Plane

Microsoft estimates it has 14% device share

At it partner conference, Microsoft’s Kevin Turner portrays the company as having 14% device (PC, smartphone, tablets) share: In a world of 14 per cent device share, we have a new mindset: you have to have a challenger mindset. Everyone has to have a challenger mindset. Pretty astonishing if that’s the case, or near it. El Reg covered that a 14% number, from Gartner, earlier as well with more breakout.

No problem is too small or too trivial if we can really do something about it. “What Problems to Solve ,” Richard Feynman

There are different divisions within an enterprise that want private cloud, says Cantrill. “A common trend we’re seeing is the mobile group in a company. Mobile groups have the budget, charter, and it’s all greenfield.” Joyent: SmartDataCenter is Better Cloud for Enterprise than OpenStack

We would spend weeks rewriting systems, an eternity in startup-time, just because a cloud server with 8 gigabytes of RAM was falling over. Putting Teeth in Our Public Cloud

I began to realize how important it was to be an enthusiast in life. If you are interested in something, no matter what it is, go at it full speed ahead. Embrace it with both arms, hug it, love it and above all become passionate about it. Lukewarm is no good. Roald Dahl (via kateordie)

Digging behind the headlines about factory robots and self-driving cars, wearable computers and digitized medicine, Carr explores the hidden costs of allowing software to take charge of our jobs and our lives. Drawing on history and philosophy, poetry and science, he makes a compelling case that the dominant Silicon Valley ethic is sapping our skills and narrowing our horizons. Blurb from Nicholas Carr’s upcoming book, The Glass Cage

Google IO people, London edition

From Tim Anderson on the London IO viewing party: I found the demographics different than most IT events I attend: a younger crowd, and plenty of start-ups and very small businesses, not at all enterprisey (is that a word?) That’s, as always, the thing to track: is Google changing to get into the enterprise, or is the enterprise going to have to change if they want to make use of Google?

Recent podcasts

In case you haven’t noticed, I have a few new podcasts that have been chugging along nicely. If you like my past work at DrunkAndRetired (OK, it’s not officially “done,” but we sure as shit don’t do much there anymore) you’ll like these two: Under Development - each week Bill Higgins and I talk about the software development, with a lot of “here’s some wisdom from an old guy talk.

EnterpriseWeb grows business with its enterprise- and cloud-friendly application layer (451 Report)

I recently checked in with EnterpriseWeb and wrote-up a 451 report on them. They’re an intriguing company, with big ambitions. 451 clients can read the full report, but here’s the 451 Take: In the context of our devops coverage, we often speak about the ongoing need for new application development (appdev) approaches caused by emerging drivers such as mobile, social and cloud platforms. Cloud-native apps beg for different architectures than the classic, on-premises three-tiered approach, while the need to integrate with more services than ever has been charging along since the days of mashups-cum-composite applications.

Three screens

Microsoft shot for consistency with Metro, putting the square interface on its tablets, phones and PCs under something it called three-screens and the cloud. Yet Microsoft was wrong to lump PC users in with device users, as it turned out neither customers nor developers wanted Metro on their PC – they hated it. There is a notion that Metro was a failure there, which would be good to see the proof points in (low Window 8 uptake?

Rebecca Greenfield, writing for Fast Company, traces the return of the internet newsletter to the death of Google Reader. A representative from TinyLetter told her that there was an uptick in users just as Google pulled the plug last year. Some of us switched to other RSS readers, nevertheless a number of bloggers saw their community and traffic take a hit, and posted less as a result. … We subscribe to newsletters because we like someone and take interest in their unique points-of-view.

Change the world, get all the marbles

Silicon Valley nurtures a winner-take-all culture that thinks in terms of monopolies and absolute market dominance. The concept of sharing a market with competitors is anathema Change the world, get all the marbles

And if you guys remember, JavaWorld 2000, 2001. Remember when they hired Britney Spears to be the spokesperson for Java.com? Like the world’s worst effort to attempt to be kind of this emotive brand. It was awful. Adam Gross covering developer marketing in his Heavybit talk

Passengers cannot leave babies in an infant carrier and attempt to put it through the X-ray machine. Just in case you were wondering… Least you think that’s a joke, check the TSA blog, which says: “Yes, we’ve been asked many times, and no, you can’t.”

Tasktop receives $11m series A to fund its ALM and devops integration ambitions (451 Report)

One of the companies I’ve followed closely over the years took funding recently, for the first time. This short Analyst Note covers the funding, including this quick market overview: We expect to see more interest in the development space, driven not only by devops but also by companies’ increasing desire to use custom-written software to expand their business. Vendors like Atlassian are also riding this wave – Atlassian reported fiscal 2013 revenue of $149m for its ALM offerings.

Work, it's where you work

The design for Wieden+Kennedy New York moves away from the office-as-playground to put work back at the heart of creative work. Work, it’s where you work

"Hell is other people," but don't let that stop you

Lot and lots of discussion about culture and culture change. This discussion has been going on since forever, and if we are being frank with ourselves, it isn’t going to change dramatically soon. So what to do? Don’t lets make the culture change discussion stop us from doing things. Have a go, fix what you can right now. “Hell is other people,” but don’t let that stop you

CFEngine marching along

More than 10 million servers in the world are managed by CFEngine today, which is around a quarter of all of the machines installed, depending on whose estimate of the server base you use. Around 10,000 companies worldwide are using CFEngine in at least 100 countries globally. CFEngine marching along

Some things that are poor businesses

Doctors have obligations to their patients, teachers to their students, pastors to their congregations, curators to the public, and journalists to their readers—obligations that lie outside the realm of earnings, and are fundamentally different from the obligations that a business executive has to employees, partners, and investors. Historically, institutions like museums, hospitals, schools, and universities have been supported by patronage, donations made by individuals or funding from church or state.

It's hard to know what's really running in all them clouds

I just keep getting questioned: “What’s big in cloud and what’s really happening?” You see people saying the cloud market is a hundred bazillion whatever, most of it unsubstantiated. When you drill in, you find they were making numbers up, top down. Enterprise markets are trillions and trillions, so it’s got to be some percentage right? So we’re trying to go from the bottom up to see if it makes more sense.

New IT spend gobbled by cloud by 2016

From a 2013 Gartner press release: The use of cloud computing is growing, and by 2016 this growth will increase to become the bulk of new IT spend, according to Gartner, Inc. 2016 will be a defining year for cloud as private cloud begins to give way to hybrid cloud, and nearly half of large enterprises will have hybrid cloud deployments by the end of 2017. New IT spend gobbled by cloud by 2016

The two cloud buyers

This anecdote sums up an annoying problem on cloud marketing (and product management): At the break I chatted with a somewhat bemused attendee who had come in the hope of learning about whether he should migrate some or all of his small company’s server requirements to Azure. I explained about Office 365 and Azure Active Directory which he said was more relevant to him than the intricacies of software development.

“You guys keep asking about that [the IPO] . . . we try to slow down. I don’t think we could move any faster, I don’t think we feel any extra impetus to move faster,” Mr Cannon-Brookes said “There is no time in the future by which it has to be done, it could never happen, we absolutely could do that. We are in the luxurious position that we have the two founders that are still in total control of the business, so when we feel the business is ready, from the perspective of our market and culturally, we can take that step.

Converged infrastructure to grow to $6bn in 2014

Gartner, in its “Magic Quadrant for Integrated Systems” report, a copy of which was reviewed by CRN, estimated the market for integrated systems, which includes single-vendor and multivendor converged infrastructures and hyper-converged infrastructures, will grow more than 50 percent in 2014 over 2013 to reach $6 billion. Converged infrastructure to grow to $6bn in 2014

SwiftStack 2.0, used by HP Helion, going after enterprise storage

For one, it looks like HP Helion OEM’s SwiftStack, which is a nice partnership. Two, their CEO points towards going after enterprise storage: SwiftStack founder and CEO Joe Arnold said all enterprise applications will eventually rely on object storage to keep up with growth of data and access points required by users. ”It’s the only way enterprises will be able to compete today and in the future,” he said.

Things are going bonkers in the cloud orchistration, cluster management space

Recently we have seen Docker cluster management projects appearing which are predominantly focused on managing clusters in a single provider’s environment. Clocker is designed to deploy and manage Docker clusters in a portable and cloud provider agnostic way. Clocker can even be used on-premise exploiting an enterprise’s virtual or private cloud environment. Along with things like MesoSphere and PaaS trying to reinvent itself all the time, this injection of Docker into the “how do I run a cloud?

A good podcast is like being with a group of interesting friends…a group of interesting friends that you don’t have in real life! Mike Stoner on Hack Circus

He points out there is no need to check if you have new email: you have. Everyone always has new mail waiting. No one complains about not getting enough email. Review of “The rise of the humans: How to outsmart the digital deluge” from Simon Rockman at The Register

We think [Machine OS is] an interesting, somewhat esoteric pursuit,” Swainson said. However, Dell is most interested “cheapest, best, standards-based [tech] – all of this mundane stuff that is how computing gets done. http://www.theregister.co.uk/2014/06/12/dell_hp_machine_os/ One of the better summaries of Dell’s approach, from Dell itself.

The problem is not that the various visionaries have their own jargon or even that they talk in acronyms. The problems begin when they come down from the mountain and forget to translate that jargon into common language. The point is not to sound smart to people who don’t understand the concept, but to communicate that concept. http://findthethread.postach.io/smac-my-pitch-up

Self-service IT to bring in $10m/qtr for BMC

MyIT 2.0 started shipping at the end of April, and is already off to a fast start with nearly $5M in deals during BMC’s fourth quarter — including major telecom, financial services, transportation and consumer packaged goods customers. BMC expects MyIT 2.0 will generate $10 million per quarter in revenue going forward, with pull-through revenue for other parts of our business. And, back in my, the company said it had over 900 SaaS customers across it’s SaaS portfolio.

The hardest thing for most first-time engineering managers is getting used to the fact that the sum of your importance is now far beyond simply the code you write or the infrastructure you design. Your job just got a lot harder, you need to balance more distractions and learn how to keep yourself out of too many critical paths. If your first answer to every problem is “I can just bang that out,” you’re probably doing it wrong.

Ode to Robert Brook, in so much as aping how he uses tumblr instead of Twitter

I have been thinking about that Merlin idea: “is this the group of people I want to hang out with an be associated with?” and how it drives long term career planning. Except for me, I think it’s “ideas,” and people in so much as they’re mediums for ideas. (Things have mostly worked out for me over the years here.) Also note-worthy: all too quickly Clay Christensen raises and scurries past an incisive point in How Will You Measure Your Life?

[Option] [5] produces ∞ infinity sign. learn to type infinity sign on keyboard

Red Hat updates RHEL 7 for cloud with containers, Windows support and improvements (451 Report)

My colleague Jay Lyman and I wrote up Red Hat’s recent OS release, RHEL 7. Of interest to us, of course, is the work Red Hat is doing with containers. Clients can read the full report, and here’s the 451 Take: In order to differentiate and draw enterprise interest for RHEL 7, Red Hat is wise to look to new technologies, such as containerization, and make them enterprise-ready. The company will need to find new sources of growth beyond Unix conversion and Windows defection, so its effort to link to other technologies and products – cloud computing, RHEV, OpenStack, OpenShift and devops – will be critical.

Think big, but have small, short, and focused meetings

Have 15 minutes be the default. Sure, sounds interesting. See also Rumsfeld’s meeting rules which opens with a more management take on what meetings are for: If you think about it, a meeting’s function is to pool an organization’s collective wisdom and knowledge in one room, making it easier for a manager to learn what his team knows that he doesn’t, and to provide guidance to all of those involved in one place at one time.

Citrix announces 50% YoY revenue growth from cloud partners, Workspace Services (451 Report)

One of our new, excellent analysts Scott Ottaway and I wrote up a report on Citrix’s Workspace as a Service portfolio and strategy. Clients can read the full report, but here’s the 451 take: Citrix reported impressive double-digit revenue growth and total licenses from its cloud service provider channel. Citrix also launched multiple new technologies – XenApp, XenMobile, ShareFile – as well as announced a cloud-managed Workspace Services option that service providers or enterprises can leverage to optimize, automate and more easily manage WaaS infrastructure and users while still maintaining the end-user relationship.

Update on Microsoft's cloud plans from TechEd

Office 365 makes huge sense for many organisations, and is growing fast – “the fastest growing business in the history of the company,” according to Corporate VP of Windows Server and System Center Brad Anderson, speaking to the press last week Update on Microsoft’s cloud plans from TechEd

Funny name, serious security: Cloudera buys encryption vendor Gazzang

The 451 analysis of Cloudera’s acquisition of Gazzang is up, which I co-authored. Here’s the summary: As more Hadoop projects are moving from proof of concepts into production, companies are looking to better secure the data in those ‘big data’ projects. Cloudera hopes to grease the wheels by acquiring Austin, Texas-based Gazzang, a security vendor that specializes in encryption and key management for databases and big-data workloads. The target’s technology will be folded into Cloudera’s Navigator product, and its Austin office will become the Cloudera Center for Security Excellence, further building out the company’s security capabilities.

My other issue is managing my time. Whole weeks - months? - seem to go by where all I’ve done is barely kept up on email. Me, in some correspondence with Robert Brook.

Not everything that used to be here is still here. Broken Links, Perfect Path

Call-back soup

As the company scaled, the task of administration became increasingly complex, due to “call-back soup”, a common complaint with Node.js. Call-back soup

DevOps is actually a thing – and people are willing to pay for it (Register Column)

My second column at The Channel Register is up, a quick overview of our recent DevOps work at 451. They’ve got a fine strapline: “But you’ve got to untangle deployment wizards from the duct-tape cats” At the moment, there’s some charts missing from it - I’m sure they’ll show up soon. In the meantime, you can see the charts here. You may recall the first one on developers being “a thing.

SAP HANA momemtum

SAP’s own Business Suite application stack running atop HANA has broken through 1,000 customers and is one of the fastest-growing products in the company’s four decades of operation. Also, some notes in what OSes are used to run SAP, esp. the database portion: UNIX almost never for new deploys. SAP HANA momemtum

The reality is that finance will eat strategy for breakfast any day. “The Capitalist’s Dilemma” There’s a lot to like in this recent Christensen and van Bever piece. It’s a re-framing of how companies should think about what success means when investing in new businesses.

Hadoop hype update

In many ways the turnaround at the company is a reflection of trends in the broader Hadoop community, which spent much of last year dealing with the fallout of hyped tech claims and false promises. This year, by contrast, some businesses seem to be finally squeezing some real value out of the tech, bringing a new round of enthusiasm (and cash) into the startups involved with the tech. Hadoop hype update

When everyone can do it, standing out is harder

But the digital world opens up the same opportunities to everyone – you still aren’t special – and as I keep saying, the easier it is to do something, the better it has to be. It is impossible to stand out. When everyone can do it, standing out is harder

If you’ve ever wondered why Facebook is such a joyless place, even though we’ve theoretically surrounded ourselves with friends and loved ones, it’s because of this need to constantly be wearing our public face. Facebook is about as much fun as a zoning board hearing. http://idlewords.com/bt14.htm

If it weren’t for these thumb-fingered rich idiots destroying technological development, we’d be sipping champagne on Mars right now. Bruce Sterling

New cloud category: "Cloud Enabled Managed Hosting"

To some extent Gartner has recognized that managed cloud is in its infancy and has named Rackspace in its 2014 Magic Quadrant for Cloud Infrastructure-as-a-Service (IaaS), a report that focuses on multi-tenant cloud infrastructure providers. At Rackspace, we’re looking forward to seeing the upcoming Gartner Magic Quadrant for Cloud Enabled Managed Hosting, North America, which will focus more on the service layer on top of the infrastructure, rather than the infrastructure itself.

Lengthy Collaborating

Eventually, a group gets just big enough that the first response to every attempt to collaborate is “this is too long.”

The Great Rewrite, IBM style: a "reordering"

[Big Data, cloud and social/mobile] are truly going to change the profile of this company. And, if you think about it, actually they’re going to change the profile of this industry. As I like to think of it, the industry is reordering. If you take cloud, data and engagement, those are shifts that taken in total, this convergence, it will reorder the industry and we will lead that. We’ll lead it from the enterprise perspective.

Here’s what happened in America between April 14 and 17. In the state of Washington, a 6-hour downtime of the 911 emergency phone system was caused by a third-party vendor’s router failure, resulting in 4,500 missed emergency calls. Police responding to an unrelated incident at the home of a New Jersey man found three containers of radioactive material he had stolen from a military arsenal. A bomb threat was made against a Verizon call center in Tennessee.

The single most important lesson we learn from the short history of the consumer internet industry is that winning internet business models are engineered around consumers. In fact, consumer internet businesses must be designed, architecturally, to be more consumer centric than their physical world equivalents. This is because, fundamentally, the internet increases transparency and information availability to reduce friction, and thus shifts market power to users relative to physical world models.

Boards are just highly paid people

“The nature of boards,” says Buffett, “is such they’re part business organizations and part social organizations.” Buffett hammers home his point by noting that directors are “getting paid $200,000-$300,000 a year,” so “believe, me, they are not independent.” Boards are just highly paid people

I come to work to relax. “Are you more stressed at home than at work”?

A lot of what we call work is noise. Nassim N. Taleb

"M.C. Escher's cloud"

Always love some funny writing, eh? Since Google’s (virtualized) cloud is itself built on top of Linux containerization, this means developers will enter into the paradoxical situation of running a container-based OS on a hypervisor on top of a container. “M.C. Escher’s cloud”

How could I have broken anything? All I did was change a comment. Evolving Java-based APIs - Eclipsepedia

Fitbit rules 50 percent of the world's wearable market

While the wearable band market appears to be strong with 2.7 million units shipped in the first quarter, the smartband market isn’t doing as well. Total smartband shipments didn’t even break half a million in the first quarter, according to Canalys. Fitbit rules 50 percent of the world’s wearable market

Always use a vanilla Gmail account as your main Google identity. Don’t be tempted to use anything else. Google account hell, Dave Briggs

The (female) Guardian journalist who wrote about my talk at Boring 2012 didn’t believe I was interested in IBM tills until I started giving my (partially elaborated) history of growing up near an IBM plant, as a small girl playing with electronic components etc. Like it’s simply unfeasible for a woman to have an interest of their own, of any level of intensity, without a ‘sweet’ context. @Finalbullet, on being sweet

M&A doesn't often work

[S]tudy after study puts the failure rate of mergers and acquisitions somewhere between 70% and 90%. The second, less familiar reason to acquire a company is to reinvent your business model and thereby fundamentally redirect your company. Almost nobody understands how to identify the best targets to achieve that goal, how much to pay for them, and how or whether to integrate them. Yet they are the ones most likely to confound investors and pay off spectacularly.

Solving for the Dr. No problem with cloud

This is the common staffing benefit of new technologies: As such, Redmond says, the result is not that IT becomes redundant; it becomes more strategically important than ever. And, significantly, it goes from being a department that normally says “no” to user requests to one that can start saying “yes.” Even comparatively minor things, such as the vast 50GB inbox quota that Office 365 offers will, for many, be a breath of fresh air.

Cisco not looking at Rackspace, doesn't fit M&A criteria

“We don’t move into a market unless we think we have a realistic chance of gaining 40% market share with sustainable differentiation,” Chambers said at the Cisco Live conference when asked if the company needs to acquire an established cloud provider like Rackspace to succeed in cloud services. “And we try not to move into markets that don’t have really good gross margins, unless they’re unusually strategic for us. That’s a market that is very, very price sensitive; that’s taking on the big giants in Google, Facebook, Amazon, Microsoft, etc.

Dell no longer sponsoring engineering for Crowbar

[I]t is time for Dell to allow an independent open source community to take the reins of the Crowbar project. Dell “will stop sponsoring engineers to be committing and supervising the [Crowbar] project,” meaning they that the company is no longer funding developers to work on Crowbar. As Crowbar lead Rob Hirschfeld points out in his post on the topic, he and other community members will continue to work on Crowbar as an independent project.

"Rackspace simply cannot play in that league"

Good ol’ TPM! Also: Rackspace is also the largest publicly traded cloud and hosting provider, and unlike its rivals, its numbers are right out there. No one knows for sure what revenues and profits AWS, Microsoft, and Google are getting from their cloud and hosting businesses, and ditto for smaller players and telcos who also sell capacity by the month or by the hours. The pressure from Wall Street has Rackspace looking at its options, and maybe had the company a chance to do it all over again, it would have stayed private.

The great OpenStack conundrum: with 15,000 members, why is adoption lagging?

This is the common OpenStack meme for coverage. Each Summit there’s more and more users - “customers” - but it will take a while before OpenStack is suddenly us an “overnight success.” Looking at it from a different perspective, OpenStack is one of the biggest, new model for open source development: they’re iterating on the concept and mechanics of open source in new and novel ways, deep in bazaar mode vs.

Reflections on the OpenStack Atlanta summit

Lydia at Gartner summarizes the motivations of OpenStack vendors, touching on what it means for “lock-in”: Customers should expect to be no less locked into an OpenStack-based vendor/provider than they would into any other CMP or cloud IaaS provider. Reflections on the OpenStack Atlanta summit

Networking in OpenStack

In many ways, Neutron’s failure and planned rebirth are a metaphor for OpenStack as a whole, with the tech promising too much at the start, becoming overly dependent on vendors, and only being fixed when paying punters started to confront its weaknesses. As the OpenStack collective learn these lessons the hope is that they will run into fewer errors, and perhaps make good on their plan to provide a viable cloud operating system to telcos and other businesses.

Tips on scheduling meetings

I’m constantly shocked at how poor most people are ar scheduling meetings. There’s often simple things like “use the free/busy function” that you have to remind people about. Anyhow, there’s some good tips here if you’re someone who does all their meeting scheduling in plain text (read: you need help!), e.g.: Instead, when I’m setting a meeting with a single person, I write and say, “Let’s have lunch together. How about next Wednesday at Cardiac’s House of Cheese at 11:45AM?

What makes a good podcast?

Create a universe within your show Your universe should include a theme song, phrases you like to use, segments, anything recurring. Differentiate your show. This signals your values and has the benefit of giving your audience a fun way to communicate with you and with each other. The best shows do this organically. This whole idea is how we got “Baba Booey.” Other than finding your voice (my last tip on podcasting), that’s the most important part, long term.

Dealing with copyrighted APIs

“I am not a lawyer, but from a developer perspective, the idea of copyrighted APIs does nothing but introduce friction and uncertainty into the very integration efforts the developers use APIs to accomplish,” said Jeffrey Hammond, a vice president at Forrester Research. “Devs will now need to worry about the potential for API lock-in via copyright, as alternative suppliers can’t produce like-for-like substitutions without risk. I don’t see how this is good for developers as it amps up the fear, uncertainty, and doubt about using third-party services.

Dell's business sales are 1/3 through partners

The channel business at Dell is about $20 billion per year. Dell said he can see that growing to $40 to $50 billion. Suggesting $60bn in “commercial” sales total for Dell? Dell’s business sales are 1/3 through partners

ERP is moving to SaaS all the sudden

The proportion of enterprises that have replaced or plan to replace existing ERP systems with SaaS has doubled from 12 to 24 percent in the past year, according to research published this week by industry analyst firm Forrester. In addition, the numbers planning to use SaaS alongside on-premise ERP — for example in ‘two-tier’ ERP deployments — leapt by more than half to 41 percent. Taken together, the survey shows that 65 percent of enterprises expect to be using SaaS in some ERP role before the end of 2015 — a massive increase of two thirds on what respondents were saying a year ago.

“They are absolutely our most devoted and fierce fans,” Mr. Plotz said. Gabfest fans often show up for live podcasts, another area of expansion. “They stand in line to get into an auditorium to watch three people talk into a microphone,” said Mr. Bowers, who estimates they have attracted crowds as large as 800 people for the live events. Slate Raising Its Investment in Podcasts, hey, let’s hope so.

Enterprise grade means you'll run it a long time

I’m always looking for definitions of “enterprise grade,” and this is a good contextual point for that: The noise in the consumer market would have us believe that software is almost disposable. Something doesn’t work – junk it. Users don’t like XYZ software – replace it. Fail fast, fail often – that’s the road to success. That’s not the way (most) things work in the enterprise. It is largely true regardless of whether we’re talking a mom and pop shop, the truly global companies and pretty much everything in between.

SysTrack 7.0 continues Lakeside's 'big-data' push in end-user management

My report on Lakeside Software’s new release is up. SysTrack is one of the veteran tools used in the end-user device management space and, if it can start adding in more mobile and tablet functionality, is well setup to profit from the churn in that area helping companies asses and then plan for how to migrate those fleets of aging PCs to new platforms. Here’s the 451 take: While end-user device management has been one of the sleepier areas of IT in recent years, the shift to mobile and the rise of non-Microsoft end-user devices looks to be creating enough churn in this space to make it more interesting.

Trying to get normals to use IRC, once again

By way of example, Butterfield said that there are about 2,000 messages a day written by humans in Slack at his company. Another 6,000 more are generated automatically by machines. With such a high volume of information, having it all in one place, ordered, highly searchable, and with human chat layered on top helps make a fragmented and overwhelming amount of communication easier to deal with. Sounds good to me; I wonder if the email zombies will see the light this time.

Embedding OpenStack in Solaris - Press Pass

Oracle announced that it’s putting OpenStack into Solaris, which is good fun. James Niccolai asked for my thoughts on the topic for his story. I hadn’t been briefed, so it was just speculation, but here’s the full text of what I sent over: Solaris was always - and no doubt still is - technically advanced. For example, the zfs filesystem, dtrace, and zones were always tasty looking for Linux folks.

Sun Grid, 2006

They ran it at network.com: While the Sun Grid has been an interesting alternative for large companies who might want to offload some of their workloads–such as the Monte Carlo analysis used to assess risk in investment portfolios, which doesn’t have any account information in it and is therefore not a big risk for a financial institution to let out on the other side of its firewalls–the Sun Grid is not supposed to be the utility that they use, but rather the utility that is the prototype for the ones that Sun expects its partners to build.

In the early years MS-DOS versions up to version 5 sold for a relatively high price, of the order of US$1,000, but the executable Terminate-and-Stay-Resident (TSR) database engine file could be distributed with applications without payment of any licence fee. The good ol’ days: Btrieve, Wikipedia

Jaspersoft acquired for $185m by TIBCO

Enterprise software vendor TIBCO has acquired Jaspersoft, an open source business intelligence company, for approximately $185 million. One of the older charting kit companies goes for pretty cheap to an established BI (and queue/middleware) company. Jaspersoft acquired for $185m by TIBCO

Seriously though… if anybody but major datamining companies are going to get remotely enthusiastic about this IoT business, two things need to happen: The Internet, things, and you « Outguessing the machine (via iamdanw) The incentive for businesses to keep an “internet of things you bought from us” is overwhelming. What’s in it for them to make it open? LAN-of-Things, then. (via fadingcity) “LAN of things.” That’s a-LoT better!

The vast majority of people do not have, nor will they ever have a personal computer. They haven’t been exposed to Windows or Office, or anything like that, and in their lives it’s unlikely that they will. Stephen Elop, Microsoft’s new executive vice president of Devices, in the post announcing the completion of the deal to acquire Nokia. This is not your father’s Microsoft. (via parislemon)

The IT growth is from new shit, IDC says

According to IDC, the 5 percent IT growth it sees for 2014 is comprised of two elements: Stagnant legacy infrastructure growth (0.7 percent) and a high third-platform infrastructure growth (15 percent). Just to bring the point home, IDC asserts that a full 29 percent of 2014 IT spending and 89 percent of all IT growth spending will be in the third platform; of the latter, a full 50 percent represents cannibalization of traditional markets.

Under Development- new podcast on software development

I have a new podcast up that’s on the ongoing topic of software development, big and small, tools and practices, news and theory, old and new. I’m co-hosting it with Bill Higgins. I’ve talked with Bill Higgins for many years, and occasionally we’ve done a podcast episode together. He was in town a few weeks back, and I thought we should start recording our conversations rather than have them disappear into the ether.

Anything you want will happen, but sometimes it’s hard for people to see that when they’re in the middle of it. It looks like it’s incredibly complicated. Well, it’s not complicated at all. In fact, it’s so uncomplicated it’s amazing. All it is about is the work. Finally, if you do the work people will notice and you will get what you want. That’s it. It’s as simple as that.

The research reported in this book … shows that in the cases of well-managed firms… . good management was the most powerful reason they failed to stay atop their industries. Precisely because these firms listened to their customers, invested aggressively in new technologies that would provide their customers more and better products of the sort they wanted, and because they carefully studied market trends and systematically allocated investment capital to innovations that promised the best returns, they lost their positions of leadership.

Nice overview of SolidFire

A good overview of what the software-heavy enterprise storage company does, including this assessment on market segment targeting: SolidFire is very honest about not being built for the mid-market, as it feels that most of the middle of the market is headed toward cloud providers anyhow. Some may consider this a weakness, but I consider it a great strength. It has allowed SolidFire to focus on the pain points of organizations with large storage and storage performance needs, to do so with great scale, and to do so in a way that greatly reduces operational complexity and all the mental friction that usually accompanies that scale.

In the M&A world, you kiss a lot of frogs

I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll get to their first $1million. Having worked on the buy side of the table (when I was in corporate strategy, working on M&A for software and cloud at Dell), there’s a similar story for what the exit looks like.

Red Hat jumps on all the right cloud bandwagons, focusing on new application trends (451 Report)

My overview of the Red Hat Summit is up now, for clients only of course. Here’s the 451 Take: Like many infrastructure companies, Red Hat used its recent annual summit to point out the importance of developers as the driver for the next wave of IT spending: namely, developers writing new software on top of cloud platforms, often using devops-like practices. We, of course, think paying attention to this space is wise as companies seek to become digital enterprises, using custom applications and cloud-based IT to instrument and boost their business processes.

F. Scott Fitzgerald once said, “Yeah, this should definitely be in 3D.” No, what he said was, “[T]he test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.” That’s what you have to do: you have to be confident in your potential, and aware of your inexperience. And that’s really tough. There are moments when you’ll have a different point of view because you’re a fresh set of eyes; because you don’t care how it’s been done before; because you’re sharp and creative; because there is another way, a better way.

The cost of old corporate code

[A]pplication development and maintenance eats up 34 percent of the total IT budget and that by getting rid of legacy applications, simplifying complex architectures, and ceasing outdated approaches to IT staffing, companies can cut those application development and maintenance costs in half. The cost of old corporate code

BMC BladeLogic integrating with Chef

So we’ve built some first-generation integration between Chef and BladeLogic 8.5, which we’re demoing in our booth for the first time here at ChefConf. You can use BladeLogic to call Chef cookbooks and recipes on a push/scheduled basis, and you can reference BladeLogic compliance policies from inside your Chef cookbooks. It’s all very early and not production-ready, but we want to put this integration front and center with the people here at ChefConf and start a conversation about how they want to blend these two approaches to a stable, managed IT infrastructure.

Red Hat revenues, old vs. new and early cloud momemtum

Brandon Butler sums up the “old” (Linux) vs “new” (middleware and cloud) revenue stream for Red Hat The company gets about 80% of its $1.3 billion in revenues from a category that’s headlined by RHEL, and those subscriptions aren’t likely going away any time soon, says Joel Fishbein, who tracks Red Hat’s stock closely as an analyst at BMO Capital Markets. … The enterprise transition from Unix to Linux is fairly mature, with revenue from the RHEL-focused main part of the business growing 13% last year, Fishbein says.

A 13-year study published in the American Journal of Epidemiology has revealed that if you take naps during the day, your life is going to be short… The report, which was performed by researchers at Cambridge University, studied the habits of over 16,000 men and women in Britain and found that those who take naps during the day are almost a third more likely to die before they turn 65.

A 13-year study published in the American Journal of Epidemiology has revealed that if you take naps during the day, your life is going to be short… The report, which was performed by researchers at Cambridge University, studied the habits of over 16,000 men and women in Britain and found that those who take naps during the day are almost a third more likely to die before they turn 65.

Infor ERP moving products to AWS - Press Pass

A few weeks ago, I talked with Chris Kanaracus for his story on Infor moving parts of their application portfolio to Amazon Web Services. Chris said this looked like a pretty strong endorsement for using AWS, and asked for my thoughts, which were: Yes, this a nice vote a confidence for AWS. However, I think most SaaS companies would look at AWS as capable of being used like this. There might be questions about pricing long-term, but technologically it’s just a stack of middleware running on a bunch of servers.

VMware and Citrix team-up with Google Chromebooks to run Windows apps - Press Pass

I spoke with a couple of reporters earlier this week on the partnerships between Google and VMware and Google and Citrix around supporting Windows XP on Chromebooks. VMware has $200 off Chromebook discount for business buyers, and Citrix has a discount as well. Both are deep into vying with each other around the Desktop-as-a-Service market and interested in dominating that market which is looking to be driven by a pretty simple need: providing a way to use Windows applications on non-Windows devices.

HFT tech

To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle, from the nanosecond that the FMOC statement was released, including the transmission of trading instructions from Chicago, where the report came out, to the exchanges in New York, took 150 milliseconds.

HFT tech

To illustrate this point during the opening keynote, George Kledaras, CEO of FIX Flyer, which creates algorithmic trading platforms, talked about how impossible it is for people to keep up and used the day when the statements from the Federal Open Markets Committee of the US Federal Reserve Bank are put out. The entire cycle, from the nanosecond that the FMOC statement was released, including the transmission of trading instructions from Chicago, where the report came out, to the exchanges in New York, took 150 milliseconds.

Press Release Quotes

As an analyst, you often gets asked and paid to provide press release quotes (see some of mine here, though the I haven’t been good at saving all of them). Yes, press releases are still widely done and used. As someone who write-up the tech world happenings, I actually find them handy. Knowing how a vendor talks about themselves is actually important for analyst work, and the good press releases are more like media kits that line up all the relevant facts and links to other sources…and there’s all the bad stuff too, that’s still floating around.

PowerPoint and its infamous bullet points have been so abused in later years that the term “PowerPoint death” has become widespread, to the extent that some voices claim that PowerPoint is making us stupid or threatening our thinking and reasoning. It’s understandable that as a reaction some very popular books published in the last couple of years about presentations focused on creating minimalist slides, with stunning visuals and little text.

PowerPoint and its infamous bullet points have been so abused in later years that the term “PowerPoint death” has become widespread, to the extent that some voices claim that PowerPoint is making us stupid or threatening our thinking and reasoning. It’s understandable that as a reaction some very popular books published in the last couple of years about presentations focused on creating minimalist slides, with stunning visuals and little text.

Evans Data’s Developer Marketing 2014 survey of 450 software developers showed that 19.3% (or approximately 3.5 million) developers worldwide are women, compared to the years between 2003 and 2009, when the percentage of female developers was in single digits. Record number of women in software development, survey says - SD Times: Software Development News Of note, if you do the math (thanks to @barton808 for correcting my bone-headed thinking) you get 17.

We are also seeing big growth in the private cloud space. But in terms of building a public cloud to compete with partners we are not doing that at all. Michael Dell in an interview with CRN. See also the longer piece on CRN going over Dell’s cloud strategy.

Evans Data’s Developer Marketing 2014 survey of 450 software developers showed that 19.3% (or approximately 3.5 million) developers worldwide are women, compared to the years between 2003 and 2009, when the percentage of female developers was in single digits. Record number of women in software development, survey says - SD Times: Software Development News Of note, if you do the math (thanks to @barton808 for correcting my bone-headed thinking) you get 17.

We are also seeing big growth in the private cloud space. But in terms of building a public cloud to compete with partners we are not doing that at all. Michael Dell in an interview with CRN. See also the longer piece on CRN going over Dell’s cloud strategy.

BMC streamlines job management to address the devops need for speed (451 Reports)

My report on BMC’s Control-M’s recent updates catering to developer is now up, for 451 clients. The 451 Takes is below: BMC’s proposition to speed up the batch job process cycle squares with what we tend to see in the mainstream wilds of IT. Cloud and devops are creeping into these shops at a steady pace. These shops often have sophisticated batch job processing at their center – submitting inventory orders, processing HR files, supply chain analytics, or otherwise nightly updating the enterprise state machine to drive decisions and actions in the next business day.

BMC streamlines job management to address the devops need for speed (451 Reports)

My report on BMC’s Control-M’s recent updates catering to developer is now up, for 451 clients. The 451 Takes is below: BMC’s proposition to speed up the batch job process cycle squares with what we tend to see in the mainstream wilds of IT. Cloud and devops are creeping into these shops at a steady pace. These shops often have sophisticated batch job processing at their center – submitting inventory orders, processing HR files, supply chain analytics, or otherwise nightly updating the enterprise state machine to drive decisions and actions in the next business day.

I still hear CIOs worry that cloud vendor lock-in would let them raise prices. This ruse is used to justify private cloud investments. Even without switching vendors, you will see repeated price reductions for the public cloud systems you are already using. This was the 42nd price cut for AWS, the argument is ridiculous. Adrian Cockcroft on recent public cloud pricing reductions

Business instincts and intuition are being augmented and increasingly replaced by data analysis as the drivers of success. We’ve seen it at Dell. Our marketing team uncovered more than $310 million in additional revenue last year through the use of advanced analytics. This year, we expect that number to exceed half-a-billion. Michael Dell, who invested personally in the recent Cloudera mega-round

I am not sure what to conclude from the obvious high level of interest in compiling [.Net] apps for iOS and Android. Tim Anderson, ever astute and detailed on the Microsoft programming ecosystem

Business instincts and intuition are being augmented and increasingly replaced by data analysis as the drivers of success. We’ve seen it at Dell. Our marketing team uncovered more than $310 million in additional revenue last year through the use of advanced analytics. This year, we expect that number to exceed half-a-billion. Michael Dell, who invested personally in the recent Cloudera mega-round

I am not sure what to conclude from the obvious high level of interest in compiling [.Net] apps for iOS and Android. Tim Anderson, ever astute and detailed on the Microsoft programming ecosystem

I still hear CIOs worry that cloud vendor lock-in would let them raise prices. This ruse is used to justify private cloud investments. Even without switching vendors, you will see repeated price reductions for the public cloud systems you are already using. This was the 42nd price cut for AWS, the argument is ridiculous. Adrian Cockcroft on recent public cloud pricing reductions

AWS opens its desktop as a service to the market, joins the growing DaaS fray (451 Reports)

Our report on Amazon WorkSpaces is up. The full report is available for 451 research clients, but here’s the 451 Take. When it comes to making things cheap, few companies have the zeal and credibility of Amazon. While new, mostly non-Microsoft devices are rapidly changing and fragmenting the end-user device market, there’s still a palpable need to support existing Windows applications. DaaS seems like a viable ‘green screen’ strategy for supporting these corporate applications on new devices.

AWS opens its desktop as a service to the market, joins the growing DaaS fray (451 Reports)

Our report on Amazon WorkSpaces is up. The full report is available for 451 research clients, but here’s the 451 Take. When it comes to making things cheap, few companies have the zeal and credibility of Amazon. While new, mostly non-Microsoft devices are rapidly changing and fragmenting the end-user device market, there’s still a palpable need to support existing Windows applications. DaaS seems like a viable ‘green screen’ strategy for supporting these corporate applications on new devices.

Microsoft goes bonkers for cross-platform

With these changes Microsoft has shifted its emphasis from Windows developers building Windows apps via Windows Azure to all developers building all apps via Microsoft Azure – an important distinction and one likely to grow more apparent over the coming months. It sounds like Build is a nice conference with some dramatic changes from previous Microsoft policy (strong ties to Windows and NIH). To be fair, many bits and pieces on Microsoft have long been “heterogenous,” it just wasn’t emphasized too much as a big deal.

Microsoft goes bonkers for cross-platform

With these changes Microsoft has shifted its emphasis from Windows developers building Windows apps via Windows Azure to all developers building all apps via Microsoft Azure – an important distinction and one likely to grow more apparent over the coming months. It sounds like Build is a nice conference with some dramatic changes from previous Microsoft policy (strong ties to Windows and NIH). To be fair, many bits and pieces on Microsoft have long been “heterogenous,” it just wasn’t emphasized too much as a big deal.

Random Chromebooks shipments estimate

I’m guessing from the article it’s from Gartner…or maybe this ABI Research reference: Google’s Chromebooks – manufactured by Samsung, Lenovo, Hewlett-Packard and Acer – topped 2.1 million unit sales in 2013 and are expected to climb to 11 million annually by 2019. This surge matches the interest we saw in a joint study with Spiceworks. While the overall shipments are low relative to the behemoths of iOS/Android and Windows, there’s growth in Chromebook land.

Random Chromebooks shipments estimate

I’m guessing from the article it’s from Gartner…or maybe this ABI Research reference: Google’s Chromebooks – manufactured by Samsung, Lenovo, Hewlett-Packard and Acer – topped 2.1 million unit sales in 2013 and are expected to climb to 11 million annually by 2019. This surge matches the interest we saw in a joint study with Spiceworks. While the overall shipments are low relative to the behemoths of iOS/Android and Windows, there’s growth in Chromebook land.

IT ops startup Boundary raises $22m C round to expand R&D, sales and marketing (451 Reports)

I put up a short, “analyst note” on Boundary’s funding today, which 451 clients can read in full. Tracking from our last report on them in November 2013, they’ve increased both customer count and average deal size, so good for them. I always found it hard to find the market sizing for “systems management delivered over public cloud” (or “IT Management as a Service”/ITMaaS) market when I was at Dell looking at that.

IT ops startup Boundary raises $22m C round to expand R&D, sales and marketing (451 Reports)

I put up a short, “analyst note” on Boundary’s funding today, which 451 clients can read in full. Tracking from our last report on them in November 2013, they’ve increased both customer count and average deal size, so good for them. I always found it hard to find the market sizing for “systems management delivered over public cloud” (or “IT Management as a Service”/ITMaaS) market when I was at Dell looking at that.

Google Chromebooks at work in the fragmented PC era (451 Report)

We teamed up with Spiceworks recently to write a report checking in on Google Chromebooks, mostly around their market-share and usage. It was a nice experiment to see how our two pool of data and analysis could be meshed together to investigate how IT is operating in the wild. Spiceworks looked at 71,159 companies worldwide to see what OSes were on their desktops, which gave us some good input on Chromebook usage.

Google Chromebooks at work in the fragmented PC era (451 Report)

We teamed up with Spiceworks recently to write a report checking in on Google Chromebooks, mostly around their market-share and usage. It was a nice experiment to see how our two pool of data and analysis could be meshed together to investigate how IT is operating in the wild. Spiceworks looked at 71,159 companies worldwide to see what OSes were on their desktops, which gave us some good input on Chromebook usage.

ING infects Capital One with Agile

When Capital One started to roll out agile development in 2011, Wolfs said it amounted to just one percent of software that was delivered. Today, 85 percent of software is delivered by the agile method. With agile, Capital One now also releases approximately 400 product releases a month, has cut delivery times to three to six months while “cutting costs significantly” and has 95 percent of products meet expectations on the first release, according to Wolfs.

ING infects Capital One with Agile

When Capital One started to roll out agile development in 2011, Wolfs said it amounted to just one percent of software that was delivered. Today, 85 percent of software is delivered by the agile method. With agile, Capital One now also releases approximately 400 product releases a month, has cut delivery times to three to six months while “cutting costs significantly” and has 95 percent of products meet expectations on the first release, according to Wolfs.

Tasktop Sync 3.5 adds Agile & devops integrations, foreshadowing an ALM system of record (451 Report)

Version 3.5 of TaskTop is a dot release with some fun stuff scurrying around in the background. Here’s the 451 Take: Tasktop has done well in recent years as a pragmatic way to connect together disparate silos in the application lifecycle development space. The approach Tasktop is taking to better unify the process of getting software out the door is unique and encouraging, as its wide array of OEM partners attests.

Tasktop Sync 3.5 adds Agile & devops integrations, foreshadowing an ALM system of record (451 Report)

Version 3.5 of TaskTop is a dot release with some fun stuff scurrying around in the background. Here’s the 451 Take: Tasktop has done well in recent years as a pragmatic way to connect together disparate silos in the application lifecycle development space. The approach Tasktop is taking to better unify the process of getting software out the door is unique and encouraging, as its wide array of OEM partners attests.

Working up Twitter, and then letting it take over

I have to work myself up in the morning to Twitter, because it’s so immediate and stressful. You shouldn’t have to dive completely into it. At first I’ll scroll through, and see if there’s anything from the last half hour or so that I may have missed while I was getting myself mentally prepared for the day. Then I’m off and running. For the rest of the day, Twitter is the ruler of everything.

Working up Twitter, and then letting it take over

I have to work myself up in the morning to Twitter, because it’s so immediate and stressful. You shouldn’t have to dive completely into it. At first I’ll scroll through, and see if there’s anything from the last half hour or so that I may have missed while I was getting myself mentally prepared for the day. Then I’m off and running. For the rest of the day, Twitter is the ruler of everything.

Cloudera's $740m Intel relationship

Mike Olson of Cloudera on the Intel relationship: It genuinely is true that the important story here is the commercial relationship we’ve crafted with Intel. We go to market together, and that’s fantastic for us both—we reach many more customers directly and through our partners. We build better software that takes advantage of Intel silicon innovations, and get it into the open source sooner. Our customers get the best product earlier and get more value from their data.

Cloudera's $740m Intel relationship

Mike Olson of Cloudera on the Intel relationship: It genuinely is true that the important story here is the commercial relationship we’ve crafted with Intel. We go to market together, and that’s fantastic for us both—we reach many more customers directly and through our partners. We build better software that takes advantage of Intel silicon innovations, and get it into the open source sooner. Our customers get the best product earlier and get more value from their data.

Codenvy delivers a code- and build-developer experience through the browser (451 Report)

My report on the cloud ALM tool Codenvy is up, for 451 Research clients. You can also sign up for a trial if you want to take a peek behind the paywall. Here’s the 451 take: The idea of a Web-based IDE comes into vogue almost predictably every three to four years, just like all-meat diets. This space is usually plagued with developers scoffing at the idea of coding in a browser, figuring that lag time and other performance problems will ruin their typing.

Codenvy delivers a code- and build-developer experience through the browser (451 Report)

My report on the cloud ALM tool Codenvy is up, for 451 Research clients. You can also sign up for a trial if you want to take a peek behind the paywall. Here’s the 451 take: The idea of a Web-based IDE comes into vogue almost predictably every three to four years, just like all-meat diets. This space is usually plagued with developers scoffing at the idea of coding in a browser, figuring that lag time and other performance problems will ruin their typing.

Your address book is worth ~$45, your medical records ~£12,000

I’m envisioning one of those butcher charts with all the cuts of meat, except it’s a human and all their social info and personal data/records: If Facebook values your phone book at $42, or £25.24 today, what do you think your lifelong medical record is worth? The health industry is a colossal business, much bigger than internet social networking, and pharmaceutical companies desperately need the data to reduce the risk on their own drug research planning.

Your address book is worth ~$45, your medical records ~£12,000

I’m envisioning one of those butcher charts with all the cuts of meat, except it’s a human and all their social info and personal data/records: If Facebook values your phone book at $42, or £25.24 today, what do you think your lifelong medical record is worth? The health industry is a colossal business, much bigger than internet social networking, and pharmaceutical companies desperately need the data to reduce the risk on their own drug research planning.

You can expect us to make sure we drive Office 365 everywhere - Web, all phones, all tablets, PCs. That’s our real commitment to Office 365. Satya Nadella unveiling Office on the iPad. Check out our coverage of Satya’s ascension to CEO as well.

You can expect us to make sure we drive Office 365 everywhere - Web, all phones, all tablets, PCs. That’s our real commitment to Office 365. Satya Nadella unveiling Office on the iPad. Check out our coverage of Satya’s ascension to CEO as well.

Hoarding and trading information as currency in the enterprise

I don’t know about counterintuitive, but there was a great piece of insight that Sam Zell, the real estate mogul from Chicago, said to me that really made me rethink what a big organization is really about. He said, as an entrepreneur, [he needs] as much information as possible. In a big corporation, people use information as currency. So they trade it. The more information a person has, the more power that person has in a big organization.

Hoarding and trading information as currency in the enterprise

I don’t know about counterintuitive, but there was a great piece of insight that Sam Zell, the real estate mogul from Chicago, said to me that really made me rethink what a big organization is really about. He said, as an entrepreneur, [he needs] as much information as possible. In a big corporation, people use information as currency. So they trade it. The more information a person has, the more power that person has in a big organization.

The influx of cash in technology is largely the result of the low interest-rate environment, Bill Gurley, a partner at venture firm Benchmark, said in a March 12 interview on Bloomberg West. Yields on 10-year Treasuries have hovered below 3 percent since 2011. “There’s a lot of capital searching for a home,” said Gurley. “Cash Flood,” indeed. From “BlackRock Backing Hortonworks Shows Startup Megadeal Era,” Bloomberg.

The influx of cash in technology is largely the result of the low interest-rate environment, Bill Gurley, a partner at venture firm Benchmark, said in a March 12 interview on Bloomberg West. Yields on 10-year Treasuries have hovered below 3 percent since 2011. “There’s a lot of capital searching for a home,” said Gurley. “Cash Flood,” indeed. From “BlackRock Backing Hortonworks Shows Startup Megadeal Era,” Bloomberg.

Cash, Paranoia Fuel Tech Giants' Buying Binge

Nice pice on disruption fear driven tech M&A: From messaging to watches and thermostats, Facebook and Google, along with Amazon.com Inc. and Apple Inc., each want to own the digital platform where people communicate, shop and seek entertainment. The competition is driven by their ability to pay—their combined market capitalization exceeds $1 trillion—and long memories of faded tech stars that didn’t evolve quickly enough. … The four companies are competing to control as much as possible of the tech ecosystem.

Cash, Paranoia Fuel Tech Giants' Buying Binge

Nice pice on disruption fear driven tech M&A: From messaging to watches and thermostats, Facebook and Google, along with Amazon.com Inc. and Apple Inc., each want to own the digital platform where people communicate, shop and seek entertainment. The competition is driven by their ability to pay—their combined market capitalization exceeds $1 trillion—and long memories of faded tech stars that didn’t evolve quickly enough. … The four companies are competing to control as much as possible of the tech ecosystem.

"Leveraging OpenStack"

In the context of covering Cisco’s “InterCloud” announcement, the following is quoted: The Cisco Intercloud will be built upon industry-leading Cisco cloud technologies and leverage OpenStack for its open standards-based global infrastructure. We’ll support any workload, on any hypervisor and interoperate with any cloud. You see that notion frequently now-a-days, the idea of OpenStack being part of a cloud. As I recall, Oracle said they had (would have?) OpenStack compatibility.

"Leveraging OpenStack"

In the context of covering Cisco’s “InterCloud” announcement, the following is quoted: The Cisco Intercloud will be built upon industry-leading Cisco cloud technologies and leverage OpenStack for its open standards-based global infrastructure. We’ll support any workload, on any hypervisor and interoperate with any cloud. You see that notion frequently now-a-days, the idea of OpenStack being part of a cloud. As I recall, Oracle said they had (would have?) OpenStack compatibility.

Yes. I’d stop. I’d make things for myself, for my friends at home instead. The bar needs to be high. I don’t think that will happen. We are at the beginning of a remarkable time, when a remarkable number of products will be developed. When you think about technology and what it has enabled us to do so far, and what it will enable us to do in future, we’re not even close to any kind of limit.

Yes. I’d stop. I’d make things for myself, for my friends at home instead. The bar needs to be high. I don’t think that will happen. We are at the beginning of a remarkable time, when a remarkable number of products will be developed. When you think about technology and what it has enabled us to do so far, and what it will enable us to do in future, we’re not even close to any kind of limit.

A nice illustration of the problem shifting your customer base from on-premises to public cloud

Buried in this piece on Cisco doing some public cloud stuff is this little description about how the shift to public cloud creates a strategic threat to incumbent vendors: Cloud computing represented an interesting opportunity to equipment companies like Cisco, as it aggregated the market down to fewer buyers. There are approximately 1,500 to 2,000 infrastructure providers worldwide verses millions of businesses; reducing the buyers to a handful would lower the cost of sales.

A nice illustration of the problem shifting your customer base from on-premises to public cloud

Buried in this piece on Cisco doing some public cloud stuff is this little description about how the shift to public cloud creates a strategic threat to incumbent vendors: Cloud computing represented an interesting opportunity to equipment companies like Cisco, as it aggregated the market down to fewer buyers. There are approximately 1,500 to 2,000 infrastructure providers worldwide verses millions of businesses; reducing the buyers to a handful would lower the cost of sales.

Fraud in web ad traffic

About 36% of all Web traffic is considered fake, the product of computers hijacked by viruses and programmed to visit sites, according to estimates cited recently by the Interactive Advertising Bureau trade group. And, web advertising continues to take over US marketshare: Spending on digital advertising—which includes social media and mobile devices—is expected to rise nearly 17% to $50 billion in the U.S. this year. That would be about 28% of total U.

Fraud in web ad traffic

About 36% of all Web traffic is considered fake, the product of computers hijacked by viruses and programmed to visit sites, according to estimates cited recently by the Interactive Advertising Bureau trade group. And, web advertising continues to take over US marketshare: Spending on digital advertising—which includes social media and mobile devices—is expected to rise nearly 17% to $50 billion in the U.S. this year. That would be about 28% of total U.

One of the better pieces on what IBM has in store for itself, strategically

The truth is, IBM has little choice but to focus on cloud infrastructure and applications and big data. IBM does not sell an X86 operating system, as do Microsoft and Red Hat do, although it does have WebSphere middleware and DB2 databases that some enterprise customers want. Moreover, the current strategy of exiting the commodity hardware business that represents the dominate platform in use by corporations the world over is, ironically as well as sadly, IBM’s only option as the world’s largest provider of IT services and one of the world’s largest and certainly most profitable system software makers.

One of the better pieces on what IBM has in store for itself, strategically

The truth is, IBM has little choice but to focus on cloud infrastructure and applications and big data. IBM does not sell an X86 operating system, as do Microsoft and Red Hat do, although it does have WebSphere middleware and DB2 databases that some enterprise customers want. Moreover, the current strategy of exiting the commodity hardware business that represents the dominate platform in use by corporations the world over is, ironically as well as sadly, IBM’s only option as the world’s largest provider of IT services and one of the world’s largest and certainly most profitable system software makers.

CA divests ERwin to Embarcadero

Embarcadero expands its DBA tools business, CA focuses more on IT ops: “We are actively managing our portfolio and investments, and the sale of CA ERwin further sharpens our focus on core capabilities, such as IT Business Management, DevOps and Security across mainframe, distributed, cloud and mobile environments,” [Jacob Lamm, executive vice president of Strategy and Corporate Development of CA] said. CA divests ERwin to Embarcadero

CA divests ERwin to Embarcadero

Embarcadero expands its DBA tools business, CA focuses more on IT ops: “We are actively managing our portfolio and investments, and the sale of CA ERwin further sharpens our focus on core capabilities, such as IT Business Management, DevOps and Security across mainframe, distributed, cloud and mobile environments,” [Jacob Lamm, executive vice president of Strategy and Corporate Development of CA] said. CA divests ERwin to Embarcadero

Pitching Box

For me, it was a bunch of numbers. You can convince a bunch of VCs with numbers. The churn was low. The revenue was up. Talking to the customers, the sentiment was that this could grow within their companies. There was a huge market with cloud-based file sharing with both consumers but also enterprises. And, on pivoting to “enterprise”: In 2007, the consumer market was still the target at Box.

Pitching Box

For me, it was a bunch of numbers. You can convince a bunch of VCs with numbers. The churn was low. The revenue was up. Talking to the customers, the sentiment was that this could grow within their companies. There was a huge market with cloud-based file sharing with both consumers but also enterprises. And, on pivoting to “enterprise”: In 2007, the consumer market was still the target at Box.

Lessons from Inbox Zero

Also, I’ve had to accept that some emails/actions require a laptop. I’d love to keep my inbox clean from my mobile devices, but they are sometimes only sufficient for triage. Lessons from Inbox Zero

Lessons from Inbox Zero

Also, I’ve had to accept that some emails/actions require a laptop. I’d love to keep my inbox clean from my mobile devices, but they are sometimes only sufficient for triage. Lessons from Inbox Zero

People are much more interested in running PaaS in-house than not in-house. We see a lot of interest in PaaS but very little interest necessarily in running PaaS on cloud infrastructures. I think broadly, this is going to be much more of the era of private cloud infrastructure as a service, more so than PaaS. PaaS is still in its early days, much earlier days than IaaS. Jim Whitehurst, Red Hat CEO

People are much more interested in running PaaS in-house than not in-house. We see a lot of interest in PaaS but very little interest necessarily in running PaaS on cloud infrastructures. I think broadly, this is going to be much more of the era of private cloud infrastructure as a service, more so than PaaS. PaaS is still in its early days, much earlier days than IaaS. Jim Whitehurst, Red Hat CEO

VMware launches "desktop as a service" offering with recently acquired Desktone (451 Report)

Earlier this week VMware announced it’s Desktop-as-Service (DaaS) offering, building on-top of the recently acquired Desktone asset. I have a 451 report for clients up. Here’s the 451 Take: VMware is launching a desktop-as-a-service (DaaS) offering at an appropriate time, both beating Amazon to the 1.0 punch and playing into key trends that seem to be giving virtual desktops a new breath of life. There’s been a steady increase in the bring-your-own-device (BYOD) trend, tightly coupled with the fragmentation of the PC market brought on by mobility: tablets, Apple and Android – not to mention the continued spread of the Web as a major ‘platform.

VMware launches "desktop as a service" offering with recently acquired Desktone (451 Report)

Earlier this week VMware announced it’s Desktop-as-Service (DaaS) offering, building on-top of the recently acquired Desktone asset. I have a 451 report for clients up. Here’s the 451 Take: VMware is launching a desktop-as-a-service (DaaS) offering at an appropriate time, both beating Amazon to the 1.0 punch and playing into key trends that seem to be giving virtual desktops a new breath of life. There’s been a steady increase in the bring-your-own-device (BYOD) trend, tightly coupled with the fragmentation of the PC market brought on by mobility: tablets, Apple and Android – not to mention the continued spread of the Web as a major ‘platform.

From Stacy’s article on SXSW.

Raining during SXSW

SXSWIt’s SXSW time in Austin which is always enjoyable. Lots of folks come to town as I’m sure you, dear reader, know. It’s popular to complain. - a sentence that could stand on it’s own - about it, but I have no beef. I’m lucky enough - so lucky! - to get invited to the #meatup party each year and it’s a blast to get some free drinks and meat on top of Fogo de Chão.

[up.anv.bz/latest/an… Oh no, the original Kim Phung caught on fire! (Source: http://up.anv.bz/)

[up.anv.bz/latest/an… Oh no, the original Kim Phung caught on fire! (Source: http://up.anv.bz/)

Cloud partnering and channel stuff, according to IBM

Kay said that on average, partners that have made the transition to the cloud early with IBM are seeing accelerated revenue growth of 2.5 times the average with the cloud In theory, the cloud abhors middleman. We’ll see. Cloud partnering and channel stuff, according to IBM

Cloud partnering and channel stuff, according to IBM

Kay said that on average, partners that have made the transition to the cloud early with IBM are seeing accelerated revenue growth of 2.5 times the average with the cloud In theory, the cloud abhors middleman. We’ll see. Cloud partnering and channel stuff, according to IBM

DigitalOcean gets $37.2m from a16z, with ~100k customers

Some pundits may argue that it is also going up against Amazon Web Services, but this is not the case: at around 5,000 Intel-powered Dell and SuperMicro servers the company fields around five percent of Rackspace’s fleet, and at most one per cent of Amazon’s. … This funding caps off a period of torrential growth for the company. In January 2013, it had about 2,000 customers and by the end of the year it was closer to 100,000, Uretsky said.

DigitalOcean gets $37.2m from a16z, with ~100k customers

Some pundits may argue that it is also going up against Amazon Web Services, but this is not the case: at around 5,000 Intel-powered Dell and SuperMicro servers the company fields around five percent of Rackspace’s fleet, and at most one per cent of Amazon’s. … This funding caps off a period of torrential growth for the company. In January 2013, it had about 2,000 customers and by the end of the year it was closer to 100,000, Uretsky said.

Will the blighters pay this time? Betting big on developers (Register Column)

One of my collegues at 451 asked if I’d be interested in taking over his column at The Register. Of course I would, that’s only about my favorite news outlet ever. My first column is up now, all about what feels to me like the re-emergence of the developer market (tools and middleware), a theme I’ve been puttering about with at 451 for those who’ve been following along. Here’s the last bit of the column:

Big growth for Office 365, the $1.5B business

Office 365 is already leading the charge, with a 500 percent increase in active online users over the past year and already a $1.5 billion-a-year business, making it the fastest growing commercial product in Microsoft’s history (an accolade previously held by Sharepoint). From over at Diginomica. Big growth for Office 365, the $1.5B business

Big growth for Office 365, the $1.5B business

Office 365 is already leading the charge, with a 500 percent increase in active online users over the past year and already a $1.5 billion-a-year business, making it the fastest growing commercial product in Microsoft’s history (an accolade previously held by Sharepoint). From over at Diginomica. Big growth for Office 365, the $1.5B business

Big growth for Office 365, the $1.5B business

Office 365 is already leading the charge, with a 500 percent increase in active online users over the past year and already a $1.5 billion-a-year business, making it the fastest growing commercial product in Microsoft’s history (an accolade previously held by Sharepoint). From over at Diginomica. Big growth for Office 365, the $1.5B business

We’ll offer complete visibility from application all the way to the end user. We have most of that technology today. Traditional IT management vendors are reducing investment and focus on managing IT systems inside the firewall. They’re running to the bright shiny object of cloud growth. The infrastructure that sits inside the firewall is not going away. We’ll support it while also doing cloud. We’re doubling down on that old market of on-premises IT while also working hard toward managing applications no matter where they sit.

We’ll offer complete visibility from application all the way to the end user. We have most of that technology today. Traditional IT management vendors are reducing investment and focus on managing IT systems inside the firewall. They’re running to the bright shiny object of cloud growth. The infrastructure that sits inside the firewall is not going away. We’ll support it while also doing cloud. We’re doubling down on that old market of on-premises IT while also working hard toward managing applications no matter where they sit.

We’ll offer complete visibility from application all the way to the end user. We have most of that technology today. Traditional IT management vendors are reducing investment and focus on managing IT systems inside the firewall. They’re running to the bright shiny object of cloud growth. The infrastructure that sits inside the firewall is not going away. We’ll support it while also doing cloud. We’re doubling down on that old market of on-premises IT while also working hard toward managing applications no matter where they sit.

Counting users instead of counting cash

The implication is that users/subscribers/audience members are loyal and will stay with the programming for some time. There is also a second implication that businesses which are not measured by audience size don’t have this loyal and recurring revenue base. The absence of an “audience” implies transience and impermanence and results in deep discounting of long-term viability. Which is why ecosystems are the desired business construct for technology companies. They allow a more consistent and repeatable transaction model and offer a predictability which is sorely lacking […] when technology changes rapidly.

Counting users instead of counting cash

The implication is that users/subscribers/audience members are loyal and will stay with the programming for some time. There is also a second implication that businesses which are not measured by audience size don’t have this loyal and recurring revenue base. The absence of an “audience” implies transience and impermanence and results in deep discounting of long-term viability. Which is why ecosystems are the desired business construct for technology companies. They allow a more consistent and repeatable transaction model and offer a predictability which is sorely lacking […] when technology changes rapidly.

Counting users instead of counting cash

The implication is that users/subscribers/audience members are loyal and will stay with the programming for some time. There is also a second implication that businesses which are not measured by audience size don’t have this loyal and recurring revenue base. The absence of an “audience” implies transience and impermanence and results in deep discounting of long-term viability. Which is why ecosystems are the desired business construct for technology companies. They allow a more consistent and repeatable transaction model and offer a predictability which is sorely lacking […] when technology changes rapidly.

By 2019, 67 percent of software programmers will primarily be developing in the cloud, up from 18 percent today, predicted Evans Research. Evans prediction in the tail-end of this piece on IBM going SaaS

By 2019, 67 percent of software programmers will primarily be developing in the cloud, up from 18 percent today, predicted Evans Research. Evans prediction in the tail-end of this piece on IBM going SaaS

By 2019, 67 percent of software programmers will primarily be developing in the cloud, up from 18 percent today, predicted Evans Research. Evans prediction in the tail-end of this piece on IBM going SaaS

[T]here will be classes of developers that go after Git and they’ll love Git for what it allows them to do which is to stay off the radar until their tiered promotion gets it ultimately to visibility, but there will be other shops that want to have that visibility the entire time and their compliance or governance or whatever the management driven stuff that is required will keep it around.

Commentary from 451’s Peter ffoulkes: The transformation of IT to a ‘client service’ model is notable and gaining momentum. While this is occurring in many forms, cloud-oriented projects are consolidating in an activity level at three times the level of other supporting projects, with internal private cloud projects leading the pack at 37%. Over the last year of the Cloud Computing Study there has been some pullback of public cloud activity.

[T]here will be classes of developers that go after Git and they’ll love Git for what it allows them to do which is to stay off the radar until their tiered promotion gets it ultimately to visibility, but there will be other shops that want to have that visibility the entire time and their compliance or governance or whatever the management driven stuff that is required will keep it around.

Commentary from 451’s Peter ffoulkes: The transformation of IT to a ‘client service’ model is notable and gaining momentum. While this is occurring in many forms, cloud-oriented projects are consolidating in an activity level at three times the level of other supporting projects, with internal private cloud projects leading the pack at 37%. Over the last year of the Cloud Computing Study there has been some pullback of public cloud activity.

[T]here will be classes of developers that go after Git and they’ll love Git for what it allows them to do which is to stay off the radar until their tiered promotion gets it ultimately to visibility, but there will be other shops that want to have that visibility the entire time and their compliance or governance or whatever the management driven stuff that is required will keep it around.

Atlassian bundles ALM components around the popular git version control system (451 Report)

Atlassian released an ALM bundled centered around git recently. I wrote up a report on that release, git in broader terms, and of course profiling the current state of Atlassian. Here’s the 451 take: Git Essentials is a natural bundling move by Atlassian. The company has long been expert at tracking mainstream needs for software development teams and acted as a sort of safety bumper around the leading edge of developer practices and technologies: taking and creating early adopter technologies and making them enterprise ready.

Atlassian bundles ALM components around the popular git version control system (451 Report)

Atlassian released an ALM bundled centered around git recently. I wrote up a report on that release, git in broader terms, and of course profiling the current state of Atlassian. Here’s the 451 take: Git Essentials is a natural bundling move by Atlassian. The company has long been expert at tracking mainstream needs for software development teams and acted as a sort of safety bumper around the leading edge of developer practices and technologies: taking and creating early adopter technologies and making them enterprise ready.

Atlassian bundles ALM components around the popular git version control system (451 Report)

Atlassian released an ALM bundled centered around git recently. I wrote up a report on that release, git in broader terms, and of course profiling the current state of Atlassian. Here’s the 451 take: Git Essentials is a natural bundling move by Atlassian. The company has long been expert at tracking mainstream needs for software development teams and acted as a sort of safety bumper around the leading edge of developer practices and technologies: taking and creating early adopter technologies and making them enterprise ready.

Secondly, when evaluating new IT hardware and software assets for potential adoption, you need to institute a much stronger requirement for programmability and open APIs. Complete automation of your infrastructure requires programmatic access, and it’s simply insufficient to only have control via graphical interfaces. This isn’t just about provisioning and configuration support via such APIs, you also need to ensure that vendors are providing reliable APIs to get sufficiently detailed status.

Secondly, when evaluating new IT hardware and software assets for potential adoption, you need to institute a much stronger requirement for programmability and open APIs. Complete automation of your infrastructure requires programmatic access, and it’s simply insufficient to only have control via graphical interfaces. This isn’t just about provisioning and configuration support via such APIs, you also need to ensure that vendors are providing reliable APIs to get sufficiently detailed status.

Secondly, when evaluating new IT hardware and software assets for potential adoption, you need to institute a much stronger requirement for programmability and open APIs. Complete automation of your infrastructure requires programmatic access, and it’s simply insufficient to only have control via graphical interfaces. This isn’t just about provisioning and configuration support via such APIs, you also need to ensure that vendors are providing reliable APIs to get sufficiently detailed status.

Mirantis navigates changing OpenStack market, growth with 4.0 release (451 Report)

My team has a new report up on Mirantis, with updates on their momentum and an overview of what’s in their 4.0 OpenStack distro release. Here’s the 451 take, our brief opinion on the news: Mirantis reported more bookings in the last quarter of 2013 than all of 2012 – its growth by revenue, employees and overall business highlights the company as a leader among OpenStack pure-play vendors. Mirantis seems well positioned for an evolving OpenStack ecosystem and market, but the transition from services and support, which has been its specialty, to product subscription models may be challenging.

Mirantis navigates changing OpenStack market, growth with 4.0 release (451 Report)

My team has a new report up on Mirantis, with updates on their momentum and an overview of what’s in their 4.0 OpenStack distro release. Here’s the 451 take, our brief opinion on the news: Mirantis reported more bookings in the last quarter of 2013 than all of 2012 – its growth by revenue, employees and overall business highlights the company as a leader among OpenStack pure-play vendors. Mirantis seems well positioned for an evolving OpenStack ecosystem and market, but the transition from services and support, which has been its specialty, to product subscription models may be challenging.

Mirantis navigates changing OpenStack market, growth with 4.0 release (451 Report)

My team has a new report up on Mirantis, with updates on their momentum and an overview of what’s in their 4.0 OpenStack distro release. Here’s the 451 take, our brief opinion on the news: Mirantis reported more bookings in the last quarter of 2013 than all of 2012 – its growth by revenue, employees and overall business highlights the company as a leader among OpenStack pure-play vendors. Mirantis seems well positioned for an evolving OpenStack ecosystem and market, but the transition from services and support, which has been its specialty, to product subscription models may be challenging.

Finally, I have discovered a horrible, rather brutal method that I recommend only to men of excessive vigor, men with thick black hair and skin covered with liver spots, men with big square hands and legs shaped like bowling pins. It is a question of using finely pulverized, dense coffee, cold and anhydrous, consumed on an empty stomach. This coffee falls into your stomach, a sack whose velvety interior is lined with tapestries of suckers and papillae.

Finally, I have discovered a horrible, rather brutal method that I recommend only to men of excessive vigor, men with thick black hair and skin covered with liver spots, men with big square hands and legs shaped like bowling pins. It is a question of using finely pulverized, dense coffee, cold and anhydrous, consumed on an empty stomach. This coffee falls into your stomach, a sack whose velvety interior is lined with tapestries of suckers and papillae.

Finally, I have discovered a horrible, rather brutal method that I recommend only to men of excessive vigor, men with thick black hair and skin covered with liver spots, men with big square hands and legs shaped like bowling pins. It is a question of using finely pulverized, dense coffee, cold and anhydrous, consumed on an empty stomach. This coffee falls into your stomach, a sack whose velvety interior is lined with tapestries of suckers and papillae.

It'd be nice to avoid Las Vegas

I noticed there a few subscribers out there, so I should start writing. "This whole discussion of of application development in the cloud and creating applications"I try to travel less now-a-days with a 5 month and 4 year old, not to mention a wife who enjoys my company. Nonetheless, I was off to IBM Pulse earlier this week in Las Vegas. It’s their Tivoli conference, and plenty fun, professionally, now that they’re cloud crazy.

Rainforest QA speeds up continuous integration cycle with blended cyborg model for testing (451 Report)

When I spoke at HeavyBit sometime ago on how to deal with analysts, I meet a several interesting development tool folks. One of them was Rainforest QA. I did a recent write-up of the company, available to 451 subscribers (a free trial is just a lead-gen away!). Here’s my take on the company: As we opined last year, software development has changed dramatically, for the better, in recent years. The rise in demand for mobile and Web applications has been fueled by the broad availability of cheap, fungible infrastructure in the form of the cloud – seeding the ground for the code-slinging set that’s seeking to inject software into the world’s every nook and cranny.

Rainforest QA speeds up continuous integration cycle with blended cyborg model for testing (451 Report)

When I spoke at HeavyBit sometime ago on how to deal with analysts, I meet a several interesting development tool folks. One of them was Rainforest QA. I did a recent write-up of the company, available to 451 subscribers (a free trial is just a lead-gen away!). Here’s my take on the company: As we opined last year, software development has changed dramatically, for the better, in recent years. The rise in demand for mobile and Web applications has been fueled by the broad availability of cheap, fungible infrastructure in the form of the cloud – seeding the ground for the code-slinging set that’s seeking to inject software into the world’s every nook and cranny.

Rainforest QA speeds up continuous integration cycle with blended cyborg model for testing (451 Report)

When I spoke at HeavyBit sometime ago on how to deal with analysts, I meet a several interesting development tool folks. One of them was Rainforest QA. I did a recent write-up of the company, available to 451 subscribers (a free trial is just a lead-gen away!). Here’s my take on the company: As we opined last year, software development has changed dramatically, for the better, in recent years. The rise in demand for mobile and Web applications has been fueled by the broad availability of cheap, fungible infrastructure in the form of the cloud – seeding the ground for the code-slinging set that’s seeking to inject software into the world’s every nook and cranny.

CopperEgg tackles APM space under Idera (451 Report)

My colleague Dennis Callaghan wrote up an update around CopperEgg, the APM tool purchased by Idera in July of 2013. While you’ll have to be a 451 client to read the full report (or sign up for a free trial), here’s some excerpts: Now under Idera, CopperEgg has added real-user monitoring and repositioned itself as an application performance management SaaS vendor. And the 451 Take: We’re glad to see CopperEgg running fairly independently within Idera, though we’ll be interested to see how Idera can bring some of its and Precise’s IP to bolster CopperEgg, particularly in database performance monitoring.

CopperEgg tackles APM space under Idera (451 Report)

My colleague Dennis Callaghan wrote up an update around CopperEgg, the APM tool purchased by Idera in July of 2013. While you’ll have to be a 451 client to read the full report (or sign up for a free trial), here’s some excerpts: Now under Idera, CopperEgg has added real-user monitoring and repositioned itself as an application performance management SaaS vendor. And the 451 Take: We’re glad to see CopperEgg running fairly independently within Idera, though we’ll be interested to see how Idera can bring some of its and Precise’s IP to bolster CopperEgg, particularly in database performance monitoring.

CopperEgg tackles APM space under Idera (451 Report)

My colleague Dennis Callaghan wrote up an update around CopperEgg, the APM tool purchased by Idera in July of 2013. While you’ll have to be a 451 client to read the full report (or sign up for a free trial), here’s some excerpts: Now under Idera, CopperEgg has added real-user monitoring and repositioned itself as an application performance management SaaS vendor. And the 451 Take: We’re glad to see CopperEgg running fairly independently within Idera, though we’ll be interested to see how Idera can bring some of its and Precise’s IP to bolster CopperEgg, particularly in database performance monitoring.

The result is plain to see: Caring about the product means that it can be priced at a point which consumers care to pay. @asymco

The result is plain to see: Caring about the product means that it can be priced at a point which consumers care to pay. @asymco

The result is plain to see: Caring about the product means that it can be priced at a point which consumers care to pay. @asymco

Companies with cash flows are valued on those flows. Companies without cash flows are valued on usage. Co’s with both have usage valued at 0 — Horace Dediu (@asymco) February 19, 2014

Companies with cash flows are valued on those flows. Companies without cash flows are valued on usage. Co’s with both have usage valued at 0 — Horace Dediu (@asymco) February 19, 2014

Companies with cash flows are valued on those flows. Companies without cash flows are valued on usage. Co’s with both have usage valued at 0 — Horace Dediu (@asymco) February 19, 2014

Hadoop moving into production

A recent IDC survey of 202 large companies already experimenting with Hadoop found that 32 percent had moved it to production environments, and another 31 percent are in the process of doing so within 12 months. Hadoop moving into production

Hadoop moving into production

A recent IDC survey of 202 large companies already experimenting with Hadoop found that 32 percent had moved it to production environments, and another 31 percent are in the process of doing so within 12 months. Hadoop moving into production

Hadoop moving into production

A recent IDC survey of 202 large companies already experimenting with Hadoop found that 32 percent had moved it to production environments, and another 31 percent are in the process of doing so within 12 months. Hadoop moving into production

Interest from new places in Power chips

It’d be loopy, in a fun way, to see a renewed interest in Power, esp. from “commodity hardware” cloud people. Interest from new places in Power chips

Interest from new places in Power chips

It’d be loopy, in a fun way, to see a renewed interest in Power, esp. from “commodity hardware” cloud people. Interest from new places in Power chips

Interest from new places in Power chips

It’d be loopy, in a fun way, to see a renewed interest in Power, esp. from “commodity hardware” cloud people. Interest from new places in Power chips

CCOS #004 - Facebook culling, plain txt vs. f2f, dungeons

[youtube www.youtube.com/watch] Senior Dancy and myself are back to talk about life in a too connected world and oblique strategies for coping with the world outside out head. As ever, very soon, there will be a proper podcast. In the meantime, check out the video above, and here’s some show notes: The Facebook culling, by Kim - this is a good metaphor for how I feel like I should be thinking about work Shingy Meetings in real-life vs.

For those who don't have 3.5 hours, some highlights from #TheAppGap

As I mentioned, a few weeks back I was in a recorded “think tank” put on by Dell which was, largely, about the changing nature of IT and how CIOs could go about managing it. For those who don’t want to nuzzle up to a 3.5 hour recording (perhaps with a six pack and some chips?), Dell has pulled some highlights: “What do customers expect in an application today?” IT is facing competition for the first time ever The Web Of C-Level Relationships The Willy-wonky of Servers talks about “persistently, ubiquitously connected to the network era” And check out Barton’s omnibus overview.

Profile of Icahn as a tech raider

Over the last decade, through a series of successful moves, Icahn has become the sole force behind Icahn Enterprises LP, a diversified holding company that puts him in command of roughly $24 billion in capital. “As essentially the wealthiest individual hedge-fund manager of all time, he is in an extremely rare position,” explains Brown. “Nobody can tell him what to do or what not to do.” … “Tech companies have gotten away for far too long with far too much cash on their balance sheets,” says Kedrosky.

Getting Ahead

maniacalrage: When you’re about to have a baby, people always say the same things: “Oh, get ready to never sleep again!” “Just wait until he starts walking, then the real challenge begins!” “Kids are annoying, who wants one!” And while some of that is true (walking definitely presents challenges) and some… Getting Ahead

Hadoop growth measured by Teradata disruption

Approximately one-third of our top 50 customers in the Americas have Hadoop in production now, with the other two-thirds in various stages of evaluations. —CEO Mike Koehler Hadoop growth measured by Teradata disruption

The money in apps - $500/month

The majority of developers still make less than $500 per app per month, but the overall “app poverty line” has moved from 67 percent to 60 percent, according to Vision Mobile’s Developer Economics Q1 2014 report. The analysis firm researched data from more than 7,000 app developers from 127 countries, from the United States and China to Kenya and Brazil. The money in apps - $500/month

Nice piece on the hard work ahead for Microsoft & assets they have

From El Reg’s Gavin Clarke: Let’s begin by saying money was not the problem that needed solving: on that, the world’s largest software company is printing cash. … That means everything Nadella does now is about execution, not innovation. That makes Nadella’s story as CEO one of sales and expanded market share. We, 451, have a quick piece from the day of and I just submitted a longer piece yesterday (along with Carl Brooks), hopefully published soon.

From a computer on every desktop to computers on everything, everywhere

These are the most important three chunks from Satya Nadella (Microsoft’s new CEO) memo: Our industry does not respect tradition — it only respects innovation. … Our job is to ensure that Microsoft thrives in a mobile and cloud-first world. … I believe over the next decade computing will become even more ubiquitous and intelligence will become ambient. The coevolution of software and new hardware form factors will intermediate and digitize — many of the things we do and experience in business, life and our world.

Moz builds its own private cloud

We spent part of 2012 and all of 2013 building a private cloud in Virginia, Washington, and mostly Texas. This was a big bet with over $4 million in capital lease obligations on the line, and the good news is that it’s starting to pay off. On a cash basis, we spent $6.2 million at Amazon Web Services, and a mere $2.8 million on our own data centers. The business impact is profound.

"Postmodern ERP"

A fun phrase from Gartner to label ERP systems that can’t be evolved fast enough to do what businesses want. See “anti- Agility.” “Postmodern ERP”

More on the IBM x86 divestiture rationale

As usual, TPM is extensive, starting with: IBM is selling off the System x business, presumably because it is not profitable, but also because it is something it can sell while at the same time getting approximately 7,500 employees off its payrolls. Lenovo’s Peter Hortensius, who is president of the Think Business Group that sells servers and storage into enterprise accounts, said that buying the IBM System x business accelerated its plan to become a dominant system supplier by about five years, and would actually boost Lenovo’s profits once the deal is done.

[youtube www.youtube.com/watch] Connected Culture and Oblique Strategies episode #003 is up, in video form. We’re working on the audio only podcast and all that, but you can see the three videos we’ve done so far. Here’s episode 001 and episode 002. (Source: https://www.youtube.com/)

DrunkAndRetired.com #183 episode up, in video form. Here’s the audio only, and remember, you can subscribe to the podcast feed to get the audio versions of each episode downloaded automagically. (Source: https://www.youtube.com/)

[new.livestream.com/accounts/… This week I was lucky enough to be invited to a Dell hosted think-tank discussing how the application needs of companies are changing. You could also phrase it: “how is all that cloud stuff changing how CIO’s run their company’s IT?” It was a great session, driven by the discussion of the CIOs on the panel and well seasoned by vendors and hangers-on like myself. There’s also a bunch of stills here.

Dealing with industry analysts, for startups

Dealing with industry analysts, for startups from Michael Coté Earlier this week I had the privilege to speak at HeavyBit, a developer centric incubator run by some ex-Heroku (and other!) folks. First of all, the premises of HeavyBit is awesome: for as important as developers are, there’s not enough attention paid to companies that are building developer products and services in the investing and incubation scene…so, let’s do that. If you look at the HeavyBit portfolio, it’s a nice collection of interesting developer-centric tools.

GitHub is the developer resume, so don't screw that up for your employees

“In many cases in the big companies and all the small startups, your Github profile is your resume,” explained another former Amazonian. “When I look at developers that’s what I’m looking for, [but] they go to Amazon and that resume stops … It absolutely affects the quality of their hires.” I’ve been reading The Everything Store, the recent business history of Amazon. Given the culture there, it’s not too shocking to read that Amazon is not big into developers marketing themselves and getting involved in “the community,” as it were.

One of the more concise writeups a of IBM's 2013 performance that you'll see

Big Blue has seen revenue in its System and Technology Group drop throughout the year, with the division finishing out fiscal 2013 down 18.7 per cent from the previous 12 months. Software and middleware revenues and sales in the Global Business Services unit rose during the year, but Global Technology Services and Global Financing also dropped or stayed flat. Meanwhile, things are looking not so bad for IBM’s converged infrastructure product line, as TPM writes:

Privately innovating instead of publicly growing

When I spent time with other entrepreneurs, the feeling was ‘go public’. Now you have ‘stay private longer’, because then you can invest, innovate. The minute you go public, you have this incredible pressure to increase earnings every single quarter, quarter after quarter. I am not saying that is all bad. There are companies that are perfectly good for it, but it has a real downside as well. Privately innovating instead of publicly growing

IBM building out it's public cloud, doubling capacity this year

The company plans to open 15 new data centers this year, more than doubling the cloud capacity it acquired when it purchased SoftLayer last year for $2 billion. It plans to combine the new data centers, the existing SoftLayer data centers, and the data centers it already ran before the SoftLayer purchase into a single operation that would provide public and private cloud services to its customers, as well as provide services for internal operations.

The sales force is now using iPads

Nice anecdote about iPads going from zero to full use in mainstream-sounding use cases: I’m not a “tech” guy, but wanted to give you a perspective from a person who works for a fortune 500 company. I recently returned from a National Sales meeting, and was amazed with the iPhone market share within our company 95%+. Not to mention that every sales and marketing employee is given an iPad for “work” use.

So… screw the contrarians, it sucked. Standing In Line, Tim Bray

Press Pass: PaaS in 2014 (Pun!)

Paul Krill asked a few questions about the future of PaaS last month for an omnibus appdev article of his (it’s a nice round up!). Here’s the only slightly edited full reply I sent him: Q: Does 451 Group see 2013 as a banner year for PaaS? If so, why? PaaS has always had the issue of being “big next year.” The nature of PaaS has shifted around so many times that it’s little wonder it’s yet to achieve escape velocity.

IBM Watson drove <$100m revenue in 2013

You know, $100m actually seems pretty good for something so obscure and weird.  IBM Chief Executive Virginia “Ginni” Rometty has told executives she hopes Watson will generate $10 billion in annual revenue within 10 years, according to an October 2013 conference-call transcript reviewed by The Wall Street Journal. She set that target after the executive in charge of Watson said its business plan would bring in $1 billion of revenue a year by 2018.

Press Pass: GitHub Traffic Analytics Comments

GitHub Traffic Analytics service gives developers insight into interest in their projects Paul Krill asked for some quick input on GitHub’s newly released analytics. Here’s what I sent over for his story: As the blog post says, it does look like fun, though pretty minor in the grand scheme of things. GitHub has been a major driver of getting the development community to care more about social interactions and collaborations, here, tracking who’s looking at your code and where they’re coming from - standard web analytics stuff.

"Digital pennies"

The app economy shows that there are big opportunities in “digital pennies” and that the figures are beginning to match even the “analog dollars”. In fact, I suspect eventually digital pennies will dwarf analog dollars. The trouble is that these pennies will not be earned at the same control points. Bits are already big bucks. They’re just not the bits we are used to. “Digital pennies”

451 Study on SDN adoption - 16% in use or plan

After seeing one of the other SDN forecast studies referenced here, one of my 451 collegues sent some finding from our recent (August 2013) survey on software defined networking usage:

TheInfoPro survey has adoption at a much lower level. Wave 10, based on 154 interviews and published August 2013, has it at 16% in use or in plan and 77% not in plan (7% didn’t know the answer).

Apigee adds usage analytics with InsightOne acquisition

The InsightsOne group has offered predictive analytics for consumer companies. It finds patterns from multiple sources of information. For example, Hasan explained how its analytics might help provide patterns in data from a fitness monitor but also health claim information. With that encompassing profile, a company may provide deeper intelligence insights. One use-case area: For example, there is the increasing amounts of data that people and machines create.

Bottoms up, viral spread still works

Cloud startups like Dropbox pose a problem because they are viral in their sign-up and billing. This is what has given them a foot in the door at SMBs and the departments of big companies, and resulted in CIOs’ business-collaboration platforms becoming based on Dropbox before they know it. Also, some good insights into IBM go-to-market thinking around software. Bottoms up, viral spread still works

Pretty good explanation of the Red Hat/CentOS kumbaya

“Red Hat’s open source business is strong enough that CentOS is effectively a mindshare force multiplier rather than a RHEL competitor,” noted Ryan Paul, Ars’ former open source guru. And, making it harder for Oracle too. Pretty good explanation of the Red Hat/CentOS kumbaya

Profile of SnapChat, and turning down billions

FORBES estimates that 50 million people currently use Snapchat. Median age: 18. Facebook, meanwhile, has admittedly has seen a decline among teenagers. Its average user is closer to 40. … “I can see why [SnapChat is] strategically valuable,” one leading venture capitalist tells FORBES. “But is it worth $3 billion? Not in any universe I’m aware of. Profile of SnapChat, and turning down billions

[youtube www.youtube.com/watch] I’ve spent years puttering around at the “infrastructure layer” in IT: programming, systems management, cloud, all that gunk. From what I can tell much of the growth in IT is being driven by companies wanting to engage in “social” more. What is “social,” though? Indeed, that’s one of the things this podcast will try to figure out (hopefully with as much delightful rat-holing as Horace). Also, we’ll discuss my need for slippers that masquerade as socks so I can get them past my wife’s 2nd floor blockade.

Gartner's IT spending forecast

Investment is coming from exploiting analytics to make B2C processes more efficient and improve customer marketing efforts…. The focus is on enhancing the customer experience throughout the presales, sales and post sales processes. Gartner’s IT spending forecast

The disruptive tech ecosystem, put briefly

The technology industry is in the business of creating products and services that either enable new activities or make existing activities less expensive. Venture capitalists are in the business of funding entrepreneurs who run experiments to try to create these new products and services. I believe the only way the technology industry can offer meaningfully improved financial services is by building new services that don’t depend on incumbent companies.

SDN adoption expected to be slow

[L]ess than 30 percent of the 321 IT professionals surveyed have deployed or plan to deploy SDN in the next year. Add on another 40 percent that have no plans to implement SDN at all. SDN adoption expected to be slow

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I worry far less about accepting a group that does badly than I do about rejecting one that does well. One that does well, sufficiently well, would pay for hundreds of other start ups that return nothing. Paul Graham