by Lydia Leong | May 21, 2013 | Submit a Comment
Although this has been long-rumored, and then was formally mentioned in VMware’s recent investor day, VMware has only just formally announced the vCloud Hybrid Service (vCHS), which is VMware’s foray into the public cloud IaaS market. VMware has previously had a strategy of being an arms dealer to service providers who wanted to offer cloud [...]
Category: Infrastructure Tags: Cloud, IaaS, news, VMware
by Lydia Leong | April 6, 2012 | 16 Comments
Citrix contributing CloudStack to the Apache Software Foundation isn’t so much a shot at OpenStack (it just happens to get caught in the crossfire), as it’s a shot against VMware. There are two primary ecosystems developing in the world: VMware and Amazon. Other possibilities, like Microsoft and OpenStack, are completely secondary to those two. You [...]
Category: Industry Tags: Amazon, Cloud, IaaS, open source, RAX, VMware
by Lydia Leong | November 9, 2011 | Comments Off
We’re currently in the midst of agenda planning for 2012, which is a fancy way to say that we’re trying to figure out what we’re going to write next year. Probably to the despair of my managers, I am almost totally a spontaneous writer, who sits down on a plane and happens to write a [...]
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Category: Infrastructure Tags: Cloud, customers, developers, hosting, IaaS, networking, research, VMware
by Lydia Leong | August 29, 2011 | 2 Comments
At VMworld, VMware has announced vCloud Global Connect, a federation between vCloud Datacenter Provider partners. My colleague Kyle Hilgendorf has written a good analysis, but I wanted to offer a few thoughts on this as well. The initial partners for the announcement are Bluelock (US, based in Indianapolis), SingTel (Singapore), and SoftBank Telecom (Japan). Notably, [...]
Category: Uncategorized Tags: Cloud, VMware
by Lydia Leong | August 11, 2011 | 1 Comment
(This is part of a series of “catch-up” posts of announcements that I’ve wanted to comment on but didn’t previously find time to blog about.) Recently, Citrix acquired Cloud.com. The purchase price was reported to be in the $200m+ vicinity — around 100x revenues. (Even in this current run of outsized valuations, that’s a rather [...]
Category: Industry Tags: Citrix, Cloud, RAX, software, VMware
by Lydia Leong | February 8, 2011 | 1 Comment
So, we’ve just seen Verizon buy Terremark and Time Warner Cable buy NaviSite. All contemplation of the deals themselves aside, is consolidation at this stage of the market good for the progress of the cloud IaaS market? I’m inclined to think not. We are still pretty early in the cloud IaaS market. While most service [...]
by Lydia Leong | March 18, 2010 | Comments Off
Classically, hosting companies have been integrators of technology, not developers of technology. Yet the cloud world is increasingly pushing hosting companies into being software developers — companies who create competitive advantage in significant part by creating software which is used to deliver capabilities to customers. I’ve heard the cloud IaaS business compared to the colocation [...]
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Category: Infrastructure Tags: Amazon, Cloud, hosting, RAX, VMware
by Lydia Leong | January 13, 2010 | 1 Comment
Hot on the heels of a day of rumors, VMware announced the acquisition of Zimbra, the open-source email platform vendor previously purchased (and up until now, still owned by) Yahoo!. It’s a somewhat puzzling acquisition. Its key strategic thrust seems to be enabling the service provider ecosystem. Most service providers (i.e., hosters) already offer email [...]
