by Chris Gaun | January 30, 2013 | Submit a Comment
Amazon released another quarterly report yesterday and there was still no indication that the cloud AWS segment will be broken out from its grouping with non-cloud products. Today, AWS revenue is recognized in the “other” revenue category with non-cloud products while most of Amazon’s business is in the “Media” and “Electronics and other general merchandise” [...]
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by Chris Gaun | January 28, 2013 | 1 Comment
Follow Chris Gaun on Twitter During a recession, purchases drop. Customers using public IaaS cloud computing often only need to commit to services for a small amount of time – typically an hour or a month. That shifts inventory risk, i.e. the chance that products won’t sell or that the price of those products will [...]
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by Chris Gaun | January 18, 2013 | Submit a Comment
Facebook announced a search engine this week called Graph Search. Many in the media and Twitter have focused on the competitive position of the new product against Google. No doubt, when people hear “internet search” they think of the companies’ with the largest market share – Google and Bing. The finance community investing in the [...]
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by Chris Gaun | January 15, 2013 | 2 Comments
Several data points point to a secular change in the PC market. First, Gartner said yesterday that PC sales dropped 4.9% in the last quarter of 2012, and that the change was partly due to the rise of tablets. This table in Gartner’s press release paints a better picture: Note: Data includes desk-based PCs and [...]
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by Chris Gaun | January 14, 2013 | 1 Comment
“…mainframe is still the digital workhorse for banking and telecommunications networks — and why mainframes are selling briskly in the emerging economies of Asia and Africa.” ~ Steve Lohr in 8/28/2012 New York Times Mainframes are not small purchases. Customers who purchase mainframes, and the vendors that sell them, say that the value (and premium) [...]
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by Chris Gaun | January 10, 2013 | Submit a Comment
Image Source: Boeing Dreamscape The AP recently pointed out that technology-driven ticketing services are now struggling with airlines that withhold some pricing data from third parties. It explains: Global distribution systems that supply flight and fare data to travel agents and online ticketing services like Orbitz and Expedia, accounting for half of all U.S. airline tickets, [...]
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by Chris Gaun | January 8, 2013 | 1 Comment
Recently, Macquarie Capital produced financial analysis that expects Amazon Web Services (AWS) to produce $3.8 billion in revenue this year. The common view is that Amazon’s cloud and other web service products are already gangbuster. I reinforced that thinking in The Atlantic. But, it is possible to have a contrarian opinion. The cynics are in [...]
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by Chris Gaun | January 4, 2013 | Submit a Comment
Over the break, I wrote an article for Business Insider about Santa’s multimillion dollar technology budget. While $500 million plus per-year is large, there are technology companies with larger capital expenditures. Google, for example, has spent over $500 million a quarter since the middle of 2010. Yes, per quarter! Granted, Google probably spends more on [...]
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