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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2016 Prediction #1 — Beginning of the end for engineering workstations

2016predictionsFirst a look at my predictions from one year ago and how they appear in the light of today:

Prediction #1 — Everyone gets the crap scared out of them by data security problems. Go to the original column (link just above) to read the details of this and all the other 2015 predictions but the gist of it was that 2015 would be terrible for data security and the bad guys would find at least a couple new ways to make money from their hobby. I say I got this one right — one for one.

Prediction #2 — Google starts stealing lunch money. The title is 100 percent smart-ass but my point (again, […]

By |January 5th, 2016|2016, cloud computing, entertainment, Industry, Predictions, Privacy and Security, Technology|73 Comments
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It’s Michael Dell versus the world and Dell will win

In my last column I wrote that Dell buying EMC is a great idea (for Dell) and left it to this column to more fully explain why that is so. It takes two columns because there is so much going on here in terms of both business models and technologies. As the title suggests it comes down to Michael Dell against the world and in this case I predict Dell will win, Cisco, HP and IBM will lose, Apple will be relatively unaffected and I don’t really know what it will mean for Microsoft but I think the advantage still lies with Dell.

One thing that is key is every one of these companies except Dell is publicly traded […]

By |October 14th, 2015|2015, Business, cloud computing, Companies, competition, mobile technology, Software, strategy|68 Comments
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Dell buys EMC and gets the corporate cloud for free

emccloudThe Wall $treet Journal carried a story last week about Dell Computer possibly buying EMC, the big storage vendor, and this morning the New York Times confirmed it, pinning a price of $65 billion on the deal. There’s a lot to wonder about in this combination, which I think is pretty brilliant on Dell’s part even if I’m not generally in favor of mega-mergers. But it seems to me most of the experts commenting on the deal have it ass-backwards as Wall Street once again proves it doesn’t really understand technology business.

EMC has this large but aging storage division and a valuable subsidiary in VMware, of which EMC owns 80 percent. Activist investors […]

By |October 12th, 2015|2015, Business, cloud computing, Companies, Industry|30 Comments
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Zuckerberg’s Complaint

Facebook last week announced its Initial Public Offering — exactly the event I said wouldn’t happen in one of my controversial predictions for 2012. But I’m sticking with my call on this one since we’re 2-3 months from the actual event and a lot can happen to screw things up between now and then. I’m pretty sure Facebook shares will be trading sometime this year, I just don’t think the company will have a traditional IPO.

Companies go public for three reasons: 1) to raise capital for various corporate purposes like acquisitions and paying down debt; 2) to secure the wealth of founders, giving their kids something to fight over, and; 3) because they have over […]

By |February 6th, 2012|2012|44 Comments
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