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A Dispatch from Cloud City
A few end of the year observations from Cloud City (aka Seattle): Image via TK769 Cloud Infrastructure AWS remains a beast. Yet a chink in their armor is emerging… Azure has become the clear challenger to AWS. The much maligned Mr. Ballmer is not getting credit for Microsoft’s embrace and execution on cloud. Unlike most…
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Dinosaur Down: IBM’s Q3 Earnings
The earnings release speaks for itself (love that typeface – they must still do press releases on a Selectric typewriter in the IBM museum), but a few comments: A billion dollar (as in $1,000,000,000) miss on the top line. Everything in varying levels of freefall, led by the swan dive of the hardware business (Power…
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Open Season: A Short Industrial Drama
Cloud Foundry had a pretty good week with endorsements from Baidu and IBM. Both relationships were developed after I left VMware so what follows is purely speculation on my part. But some companies have a tough time getting over their history and playbooks, so it is easy to imagine how things went down. Warning: this…