Capex

  • Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole

    Sorry Oracle, Clouds are Built with CAPEX, Not Hyperbole

    The traditional Oracle marketing playbook is to draw a bead on the leader in any category and try to talk themselves into a rivalry. In what has become an annual event, they’re trumpeting yet again that they’re serious about their IaaS offering (and also distracting from their latest earnings disappointment). I’m sure we’ll hear Oracle…

  • A Dispatch from Cloud City – 2014 Retrospective

    A Dispatch from Cloud City – 2014 Retrospective

    In an effort to make this an annual event, here is a plumbing-palooza stream of cloud consciousness. Last year’s broad themes remain intact though my Rackspace call didn’t pan out. Cloud Infrastructure Public cloud has won. Thanks Target. Thanks Sony. Thanks Kim Jung Un. If your public cloud gets hacked, you get to blame someone…

  • Dinosaur Row

    IBM’s cloudy predicament is now widely understood. BusinessWeek made IBM’s existential crisis a cover story (a concept that doesn’t really exist any more if you read the publication online): Forbes then called out recently departed IBM CEO Sam Palmasaino for his financial engineering shenanigans with “Why IBM is in Decline”. Cringely went one better with…

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