2019 Predictions #2 and #3 — A Virtual Private Cloud (VPC) shakeout and legal trouble for AWS

Prediction #2 — And then there were only 3.5 VPC Cloud players.  Cloud computing will continue to grow in 2019 with the key term being not Public Cloud, Private Cloud or Hybrid Cloud — which are all so 2018 — but Virtual Private Cloud (VPC). Virtual Private Cloud is an Amazon Web Services (AWS) invention but all the AWS competitors seem to be embracing the idea.

What has developed is that the VPC solution based on Open Source using Linux will change the Internet-as-a-Service (IaaS) Cloudscape to VPC-only during 2019.   

Gartner has certainly embraced it. Here’s a 2018 Magic Quadrant chart showing how Gartner sees the segment shaping-up. The first […]

By |March 7th, 2019|2019, cloud computing, Predictions|82 Comments
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Is anyone at Yahoo! paying attention? Probably not.

yahoo-old-logo-v2So Verizon is buying the heart of old Yahoo! I include the exclamation point because it was always there in the Yahoo! we knew back when the Internet was young. $4.83 billion in cash is a lot of cash, but for Verizon it’s a way of buying into the future while buying what to many of us seems to be the past. So let’s get the business part out of the way: Verizon can see Yahoo! as a bargain because Yahoo! has nearly always been more profitable on a gross margin basis than Verizon, a phone company. Even Yahoo! in decline will pull Verizon up. But that’s not why I’m writing […]

By |July 26th, 2016|2016, Companies, Internet, Media, mobile technology, strategy|19 Comments
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Soylent Green — Now Made with More Women!

Soylent_greenSoylent Green is the punchline of a bad joke told to me at the breakfast table by Channing, my 13 year-old son, but in a way it is fitting for this column about women executives in danger of being chewed-up by their corporate machines. And kudos to you if you caught the reference to Edward G. Robinson’s final film — about an over-populated world where people are recycled into cookies.

First up is Yahoo CEO Marissa Mayer, whom I’m told is rapidly losing the support of her hand-picked board. Mayer, who is expecting twins, will probably not be returning from her upcoming maternity leave and Wall Street has begun speculating about possible successors. […]

By |November 30th, 2015|2015, cloud computing, Companies, competition, Industry, strategy, Technology|76 Comments
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Why Yahoo is worth less than nothing


marissamayerA reader pointed out to me today that Yahoo, minus its Alibaba and Yahoo Japan stakes plus cash, is now worth less than nothing according to Wall Street. This says a lot about Yahoo but even more about Wall Street, since the core company is still profitable if in decline. If I were a trader (I’m not) that would argue Yahoo is a buy since there’s likely to be a future point at which the company will be free of those other riches and even Wall Street will be forced to give the carcass a positive value.

But when I heard about the negative value story the first thing […]

By |October 21st, 2015|2015, Companies, Entrepreneurship, Industry, Internet, Media, strategy, Venture Capital|58 Comments
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One way (maybe the only way) Yahoo can succeed

marissamayerAlibaba’s IPO has come and gone and with it Yahoo has lost the role of Alibaba proxy and its shares have begun to slide. Yahoo’s Wall Street honeymoon, if there ever was one, is over, leaving the company trying almost anything it can to avoid sliding into oblivion. Having covered Yahoo continuously since its founding 20 years ago it is clear Y! has little chance of managing its way out of this latest of many crises despite all the associated cash. But — if it will — Yahoo could invest its way to even greater success.

Yahoo CEO Marissa Mayer, thinking like Type A CEOs nearly always seem to think, wants to take some of the […]

By |September 30th, 2014|2014, Business, Companies, Entrepreneurship, Finance, Industry, Internet, strategy, Technology, Venture Capital|52 Comments
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