The morning began with a Q & A with EMC President and CEO Joe Tucci exclusively for analysts. The most common theme analyst questions returned to, despite Tucci's initial attempts to deflect the subject, was "clod computing." As one might expect, analysts were interested in getting Tucci to make a definitive statement regarding EMC's intentions vis-a-vis acquisitionsaquisitions, products and strategy.
To his credit and after several analyst questions on the subject, Tucci turned the question back on the room. He asked for a show of hands from the group as to how many analysts "believed" in cloud computing. All save one analyst indicated belief, though he didn't necessarily achieving a consensus on the "hows" and "whens" fo Clound Computing among the group. Tucci then did what analysts seemed to want. He made a definitive statement on the matter.
Tucci's stated that he and EMC think "Cloud Computing" will happen as new, additional infrastructure. He was unambiguous in saying that he thought "Cloud Computing" would not displace existing infrastructure "during the remaining years [he's] in the industry." The view Tucci sketched comports with analysis I have articulated here and will be writing about more through Breakaway Information Group publications. In the end, my view is that the Cloud will primarily provide new services for some market segments. However, business technology users across all horizontally segmented business sizes will slowly begin to blend owner-operated and cloud-operated functions.
My last thought on blending, for this update, is that middle-ware, in the non-traditional sense, will be the vehicle through which blending will occur. Middleware will provide the translation and intelligent expression layer for information as well as "servlet", VM, Java/CRE orchestration that is a requisite for predictable high value service blending. When I asked Tucci about EMC's orientation regarding middle-ware, he replied that EMC currently had enough on its plate. It is true that EMC has done a good job driving revenue growth across its acquired product lines, but without a footprint in middle-ware, the opportunity to be an infrastructure actor facilitating the emerging "blended" IT world will be difficult.
UPDATE: As part of the back and forth of the Q&A, Tucci revealed that EMC has established a distinct division for Could Computing. Expect more on this subject soon too.
To his credit and after several analyst questions on the subject, Tucci turned the question back on the room. He asked for a show of hands from the group as to how many analysts "believed" in cloud computing. All save one analyst indicated belief, though he didn't necessarily achieving a consensus on the "hows" and "whens" fo Clound Computing among the group. Tucci then did what analysts seemed to want. He made a definitive statement on the matter.
Tucci's stated that he and EMC think "Cloud Computing" will happen as new, additional infrastructure. He was unambiguous in saying that he thought "Cloud Computing" would not displace existing infrastructure "during the remaining years [he's] in the industry." The view Tucci sketched comports with analysis I have articulated here and will be writing about more through Breakaway Information Group publications. In the end, my view is that the Cloud will primarily provide new services for some market segments. However, business technology users across all horizontally segmented business sizes will slowly begin to blend owner-operated and cloud-operated functions.
My last thought on blending, for this update, is that middle-ware, in the non-traditional sense, will be the vehicle through which blending will occur. Middleware will provide the translation and intelligent expression layer for information as well as "servlet", VM, Java/CRE orchestration that is a requisite for predictable high value service blending. When I asked Tucci about EMC's orientation regarding middle-ware, he replied that EMC currently had enough on its plate. It is true that EMC has done a good job driving revenue growth across its acquired product lines, but without a footprint in middle-ware, the opportunity to be an infrastructure actor facilitating the emerging "blended" IT world will be difficult.
UPDATE: As part of the back and forth of the Q&A, Tucci revealed that EMC has established a distinct division for Could Computing. Expect more on this subject soon too.
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