More on HP’s cloud re-positioning, AWS financials

More on HP’s cloud re-positioning:

“HP is not leaving the public cloud market,“ said HP in a statement to CRN that mirrors a statement given earlier this week to VentureBeat. “We run the largest OpenStack technology-based public cloud out there. This has to do with not competing head-to-head with the big public cloud players.”

They’re going "enterprise” that is. And if you pay attention to analyst predictions and their surveys of what companies say they want to buy (mostly private and “hybrid cloud”), that’s likely OK.

When AWS’s financials come out soon, we’ll see what happens. No one (maybe Amazon who could search over their customer’s company names in their profile) really know how much “enterprises” use Amazon: it could be a lot, a little, a bread basket. Many people thing a lot, but existing vendors hope it’s a little.

The question will also be: is AWS additive to IT spend (companies find new things to run on AWS but keep their existing stuff on their “legscy” IT)…or are companies moving workloads to cloud.

The next bucket for modeling out thinking will be: when companies (and ISVs/SaaSes) make new applications, where do they deploy them? Most people would say public cloud, other would get nuanced about managed hosting.

More on HP’s cloud re-positioning, AWS financials

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