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IDC Predictions 2010 Webcast Q&A

Posted by Frank Gens on December 9th, 2009

QandA_smOn Thursday’s IDC Predictions 2010 webcast, our line to the On24 service dropped just a few questions into the Q&A session. We captured all the questions, and – as promised – we are posting answers to them here on IDC eXchange. Many thanks to my IDC colleagues who contributed to these Q&A responses.

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IDC Predictions 2010 – Recovery and Transformation

Posted by Frank Gens on December 5th, 2009

IDC predictions banner

On Thursday December 3rd, IDC released its big picture predictions for the IT and Telecommunications industry in 2010. Here are some links for more detail.

The Webcast – The recorded one-hour IDC Predictions 2010 telebriefing (simple registration required):>

IDC Predictions 2010 telebriefing

The Document – The full “IDC Predictions 2010″ document:

  • For IDC clients:

IDC_client_research

  • For non-clients (simple registration required):

download IDC Predictions 2010

The Video – And here’s the 5-minute video summary:

Answers to Telebriefing Questions – On Thursday’s IDC Predictions webcast, our line to the On24 service dropped just a few questions into the Q&A session. We captured all the questions, and over the next several days we’ll post answers to those questions here on IDC eXchange. So stay tuned!

Energy Industry IT Execs Share Cloud Wish List

Posted by Frank Gens on April 7th, 2009

Oil rig and cloudsIn Houston yesterday, I spoke about cloud computing at an IDC/Energy Insights gathering of IT executives from the Oil and Gas industry. It was a high-powered group, with 5 of the top 10 global energy companies represented (it’s been a big month for me with the Energy sector – a few weeks ago, in Milan, I met with the CIO of another of the top 10 global energy players, Eni S.p.A.).

The interest in cloud computing by these Energy industry IT leaders was strong – we had a lively 1-1/2 hour discussion, which could have easily gone on for twice the time. Here are some of the comments/questions that these execs had about cloud computing – they offer some interesting insights to the IT industry about how users are thinking about cloud computing right now, and what vendors should be focusing on to position for success in this industry transition: [...read more...]

The “Open Cloud”: a Pre-Condition for Broad Cloud Adoption?

Posted by Frank Gens on March 31st, 2009

[UPDATE - Good news: looks like someone at Microsoft is hearing the same things from users that we're hearing. On Monday early a.m., Steve Martin posted that Microsoft was, after all, going to meet with the Open Cloud Manifesto group later that day.]

Open Cloud ManifestoOn Monday, 30+ IT vendors announced the creation of the “Open Cloud Manifesto” group, with a declared intent to “initiate a conversation that will bring together the emerging cloud computing community (both cloud users and cloud providers) around a core set of principles. We believe that these core principles are rooted in the belief that cloud computing should be as open as all other IT technologies.”

Much has been made about the fact that IBM and the rest of this group were not able to convince key Cloud players – particularly Amazon, Google, Salesforce.com and Microsoft – to join in. One obvious reason: these companies are all rivals for a strategic control point in the cloud: the application platform. (To me, the interesting exception was SAP, which is among those competing at the application platform level in the cloud, but still signed on to the IBM-led Manifesto.)

Yes, this kind of IT vendor rivalry is as old as the IT industry. But anyone who’s listening to customers today (including – importantly – those not yet leveraging the cloud), knows that driving more agreement around cloud service interoperability and data portability is going to be a very important element in moving cloud computing “across the chasm“. [...read more...]

IT Cloud Services User Survey, pt.1: Crossing the Chasm

Posted by Frank Gens on September 29th, 2008

As part of our ongoing research into Cloud Computing, IDC recently conducted a survey of 244 IT executives/CIOs and their line-of-business (LOB) colleagues about their companies’ use of, and views about, IT Cloud Services.

This specific post looks at the current and future adoption of a variety of IT offerings delivered as cloud services. (Subsequent posts will look at users’ perceptions of the key benefits and challenges of IT cloud services, as well as what they want most from suppliers of IT cloud services.) [...read more...]

IBM’s “Blue Business Platform” Is a Very Big Deal

Posted by Frank Gens on June 16th, 2008

We’ve talked repeatedly about the growing importance of the SMB market (especially in emerging markets) for IT market growth. And we’ve asserted that it will take a new, “hyperdisrupted” solution development and delivery model – one that leverages online delivery (e.g., SaaS), web services and mashup application models, appliance-like systems, and very large, global solution communities – to really capture that SMB potential. We’ve also noted that IBM has been conspicuous in its absence, as other suppliers have experimented with these new models and brought them to market.

Now, as we’ve predicted, IBM is making its move. Last month, at its annual gathering of business partners, IBM finally revealed the core pieces of a new, Internet-infused service delivery model it’s been developing for the SMB market, labeled the “Blue Business Platform”. Here are a couple of clips of IBM’s Sam Palmisano (with Google CEO Eric Schmidt) talking about the new Platform at the event:

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    Cisco: the Communication Business Solutions Provider?

    Posted by Frank Gens on December 21st, 2007

    In Cisco & WebEx: Striking Two Hyperdisruption Chords, we said that Cisco – in the wake of its WebEx acquisition – has a disruption-enabled opportunity to expand its business far beyond networking, moving “up the stack” toward business applications and solutions. Last week, at C-Scape, Cisco’s analyst briefing in San Jose, John Chambers and other Cisco executives articulated just such an expansive vision of the company’s future – one they hope will move the company well beyond its traditional role as networking sector leader, to a leader in providing a wide range of business solutions. [...read more...]

    SAP Shifts from Evolution to Revolution for the SMB Long Tail

    Posted by Frank Gens on May 10th, 2007

    Henning Kagermann, SAP CEOTwo years ago, SAP’s CEO Henning Kagermann told me that he did not foresee any major shift in the company’s large business vs. SMB revenue mix: “We have today a 70%/30% revenue mix. Next year, it might be 68%/32% – that is not a revolution.”

    His rationale was that the large enterprise business was such a big focus for SAP – and would continue to account for so much of the business – that any SMB progress would seem marginal, relative to SAP’s overall growth. As it turns out, he was right: in the subsequent two years, the mix didn’t change that much; at this year’s SAPPHIRE, Hans-Peter Klaey, the president of SAP’s new SMB line-of-business, said that today’s SMB share of SAP business is around 30%.

    But, as we anticipated last year, things have clearly changed at SAP – in the priority that management is putting on the SMB market, and in terms of what SAP is prepared to do to compete successfully. [...read more...]

    Responses to My Recent Salesforce.com Post

    Posted by Frank Gens on February 9th, 2007

    It didn’t take long for some observers to weigh in on my assertion that salesforce.com.com would be acquired this year.

    Mike Leach, the CEO of Cubic Compass Software - an active player in the AppExchange community – blogged that “Salesforce.com Is Not For Sale”. In Mike’s view: [...read more...]

    Why Salesforce.com Will Be Acquired in 2007

    Posted by Frank Gens on February 2nd, 2007

    In IDC Predictions 2007, one call that has sparked a lot of attention and debate is:

    Salesforce.com will be acquired in 2007. We believe the growing importance of online delivery of software and business services will make salesforce.com (and particularly its AppExchange hub) a very tempting target to both large players (like IBM, SAP, Oracle, Microsoft) still struggling to scale down and move online, and consumer-heavy players (like Google, Yahoo!, AOL) trying to “scale up” to the business market as a way to further monetize their online presence.

    A number of clients (as well as some IDC colleagues!) have pinged me for more detail on why I see a salesforce.com acquisition coming, especially since founder Marc Benioff has consistently asserted that the company is not for sale. Here’s the story… [...read more...]


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