Deconstructing the Software Business – Guest Commentary in E-Commerce Times
The disruption of the IT and software industry by the rapid rise of cloud and Software-as-a-Service (SaaS) continues to take a toll on the biggest players in the business. In their latest round of desperate moves to reposition themselves in the radically changing marketplace, the major companies of the past have been willing to relinquish many of their software assets to refocus their efforts on new market opportunities.
Unfortunately, the divestiture of these software businesses may be a classic, shortsighted “throwing the baby out with the bathwater” tactic that could have a detrimental long-term impact on their competitive position as strategic sources in the enterprise market.
Click here to read THINKstrategies’ views in E-Commerce Times re: the market implications of these trends.
Salesforce.com, Dell-Boomi, Progress Software and Birst Latest Companies to Participate in Cloud Channel Summit
Salesforce.com, Dell-Boomi, Progress Software and Birst are the latest Cloud companies sponsoring and speaking at the Cloud Channel Summit, on Monday, November 7, at the Computer History Museum in Mountain View, CA.
These Cloud companies join a growing number of sponsors, partners and speakers participating in the one-day executive forum which will bring together senior executives from leading Cloud vendors and their channel company counterparts to share industry best practices and innovative ideas for building profitable and successful channel partnerships in the Cloud.
Click here for more information.
OpSource Teams With VCE to Accelerate Service Provider Cloud Migration & Reposition the Company
OpSource and the Virtual Computer Environment (VCE) Company announced an alliance today which will offer joint solutions aimed at helping service providers (xSPs) launch public cloud services more quickly. This joint initiative is the latest effort by various vendors to enable xSPs to fulfill their promise as potent ‘cloud brokers’.
VCE is a joint venture formed by Cisco and EMC, with additional investments from VMware and Intel, to create a new generation of networking, storage, virtualization and management technologies to improve xSP infrastructure operations. VCE’s primary product is the Vblock™ Infrastructure Platform for virtualization, data processing, networking and storage capabilities in cloud computing environments.
In this new alliance, OpSource is adding its cloud orchestration software capabilities to VCE’s Vblock Platform to enable xSPs to handle the user sign-up, provisioning, metering, billing, and reporting requirements associated with cloud services. Together, OpSource and VCE’s combined solution promises to eliminate needless development costs, accelerate the service providers’ time … Read More »
Dancing in the Clouds With the Elephants
The recent flurry of major vendor announcements regarding their new Cloud Computing initiatives, latest acquisitions and offerings clearly shows that the “Cloud Rush” is in high gear.
Here’s a quick list of the announcements which have caught my attention over the past few weeks in chronological order since HP unveiled its Cloud ‘vision’ last month, and my views regarding their significance,
Cisco Announces Intent to Acquire newScale, 03/29/11 – Cisco Systems has been pushing into the ‘new data center’ environment for a while with its Unified Computing solutions. It acquired newScale to improve its provisioning capabilities to make it a more viable Cloud vendor for enterprise customers and service provider partners.
Salesforce.com to Acquire Radian6, 03/30/11 – Now that Salesforce.com has succeeded in popularizing its Chatter social networking capabilities, it wants to give its customers the necessary tools to monitor, manage and measure the effectiveness of these … Read More »
HP Shoots for the Clouds
HP’s new CEO, Leo Apotheker unveiled the company’s latest corporate strategy yesterday with plenty of fanfare, but little flourish.
The theme of his talk and HP’s new mantra is providing “connectivity” to the Cloud to move “Everyone On”.
While the picture he painted of this new world order and HP’s strategic response covered all the bases, there are still plenty of pieces which must come together in order to make it a reality.
Apotheker’s ‘vision’ was certainly well-conceived and his presentation was well-scripted. No one can argue with his view that,
“We see clearly a world in which the impact of cloud and connectivity is changing not only the user experience, but how individuals, small businesses and enterprises will consume, deploy and leverage information technology.”
I would also agree that “HP is well positioned to be the trusted leader in addressing this opportunity.” But, it faces plenty of problems capitalizing on this opportunity.
Apotheker’s … Read More »
Dell Delves Into Data Integration Market With Boomi Acquisition
Dell’s acquisition of Boomi today is the latest example of the tech industry’s herd mentality.
In the same way that Dell followed HP’s example when it purchased Perot Systems after HP acquired EDS, Dell is now copying IBM’s acquisition of Cast Iron Systems with its own move into the integration business.
Besides trying to keep up with other ‘systems’ vendors, Dell is also attempting to fortify its Cloud Computing capabilities which hinge on helping potential customers cost-effectively migrate and integrate data from various legacy applications and databases into a new set of cloud services.
Dell indicated at an analyst briefing in Boston last week that it wants to ‘move up the stack’ and build a platform which can help enterprises and independent software vendors (ISVs) develop and deliver applications. Dell can’t compete with the other major Platform-as-a-Service (PaaS) vendors — including Salesforce.com, Google and Microsoft … Read More »
HP Attacks Oracle's New World Order With Apotheker Appointment
When Oracle announced its intention to acquire Sun Microsystems in April 2009, CEO Larry Ellison proclaimed the acquisition, “transforms the IT industry, combining best-in-class enterprise software and mission-critical computing systems.”
Although he was not ready to use the term at the time, it didn’t take long for Oracle to refer to its combined capabilities as a Cloud Computing solution set, which it recently put on full display at its annual OpenWorld conference.
The event was also a coming out party for its new President, Mark Hurd, the high flying former HP CEO who departed in disgrace only a month earlier. Hurd’s appointment wasn’t hard to understand given his hardware experience at HP and NCR, and now gives Oracle’s move into the system business even more significance.
HP has retaliated by announcing the appointment of Leo Apotheker as its new CEO, along with Ray Lane as its non-executive chairman of the board. Apotheker comes to HP … Read More »
Cloud-Oriented Acquisitions and Alliances Accelerate
Years ago, I considered the week leading into Labor Day as the final hurrah of the Summer and tried to preserve it for an end of season vacation to cap off the warm weather months in New England. Then my kids became school age and schools started kicking off before the holiday weekend. (Don’t get me started on this silly practice.)
Now, the tech industry is also making a habit of getting back into stride for the new Fall season before the dog days of August are behind us. One of the important annual venues for kicking off the new season of activity is VMworld.
This year’s event is generating plenty of news, especially regarding cloud-oriented acquisitions and alliances. Here’s a quick sampling:
VMware Acquires Integrien and TriCipher
Verizon and VMware to Launch Enterprise-Class Hybrid Cloud Solution
BlueLock Introduces VMware vCloud Datacenter Service with CloudConnector
EMC Transforms … Read More »
Dell Becomes Salesforce.com Channel Partner
I’ve been suggesting for years that PC vendors could be great channel partners for Software-as-a-Service (SaaS) vendors, and Dell now has an opportunity to prove me right.
Today, Dell and saleforce.com announced that Dell will offer salesforce.com’s SaaS solutions to its small- and mid-size business (SMB) customers via its website.
This is a natural combination. Dell has been a prominent customer of salesforce.com’s on-demand CRM solutions. Salesforce.com uses Dell’s computers in its data centers. This week, the companies’ CEOs will be on stage together at Oracle’s Open World conference.
Selling software to its customers isn’t new for Dell. It has been offering Microsoft Office, Symantec Anti-Virus and other applications for a while. Adding salesforce.com’s on-demand solutions enables Dell to position itself as a fuller, ‘one-stop shop’ for SMBs.
This gives salesforce.com a strong new channel to market and builds on Dell’s core competency as a direct sales company, … Read More »
Will Perot Systems Take Dell Down Wrong Path?
Dell’s acquisition of Perot Systems clearly demonstrates that Dell is in the midst of abandoning its historic advantage as the most efficient direct marketing company in the tech industry, in favor of following the increasingly failed outsourcing models of its bigger hardware rivals.
By buying Perot Systems, Dell is following in the footsteps of HP’s acquisition of EDS in an attempt to match the IT outsourcing (ITO) and services capabilities of IBM.
The only problem is that an increasing number of large-scale enterprises have become disillusioned with tradition ITO because these asset transfer deals have generally failed to achieve their business objectives. Even traditional IT consulting engagements frustrate many IT and business decision-makers because they tend to be too long and expensive.
Blending a labor-intensive business, like Perot Systems, with a product-centric company, like Dell, is also a formula for trouble. These are two very different … Read More »