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.
Posts in "BigCo"
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.
"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.
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:
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
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. The last is a topic I know less about than I’d like, but that never stops a analyst from talking about a topic…at length.
Pretty wide-ranging topics, but all trying to sort through what “IT” is becoming with all this cloud nonsense running around.
My connection was slow so I shut down my video. Enjoy milkman meets pie man.
(Source: https://www.youtube.com/)
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