litl_phil wrote: While it's nice that Google and Acer share the vision of cloud-based computing, it's also worth noting that we at litl already have a webbook on the market (available at litl.com) that runs our own cloud-based OS.
Unlike Chrome, litlOS is focused on creating a new and better web experience for the home, so we don't have the usual browser interface, we have our own innovative UI. In conjunction with easel mode (litl's inverted-V position) and our growing cohort of litl channels (special apps t...
What do the following companies all have in common: Amazon, Microsoft, Google, EMC, VMware, IBM, Sun, Dell, Akamai, SalesForce.com, NetSuite, and Activision. Answer: Cloud Computing. Merrill Lynch analysts reckon that by 2011 the volume of cloud computing market opportunity will amount to $160BN, including $95N in business and productivity apps (e-mail, office, CRM, etc.) and $65BN in online advertising.
Merrill Lynch recently issued a research note: “The Cloud Wars: $100+ billion at stake” (07 May 2008). The analysts write that by 2011 the volume of cloud computing market opportunity would amount to $160bn, including $95bn in business and productivity apps (email, office, CRM, etc.) and $65bn in online advertising.
The authors identify 10 companies + 2 “unconventional plays” with exposure to Cloud Computing growth. I tried to sketch their market position in a diagram (my own interpretation):
Top 10 (+2) Cloud companies
It is interesting that Merrill Lynch researchers added Activision to their top cloud company list. They are absolutely correct, though. If you manage to operate a 10 million WoW gamer user base in a distributed network, you definitely deserve to be in the champions league.
I will pick up other interesting aspects of the note in later blog posts. Comments, ideas?
[This post appeared originally here and is republished in full by kind permission of the author, who retains copyright.]
About Markus Klems Markus Klems is a research assistant at Germany-based FZI Research Center for Information Technology. His main areas of interests are cloud computing, grids, distributed programming and agile Web development - the technological point of view as well as business models. He blogs at http://markusklems.wordpress.com/.
Reader Feedback: Page 1 of 1
#2
Dean J. Garrett commented on 12 Jul 2008
Merrill Lynch's estimate most likely does not include the rising number of smaller providers entering the SaaS marketplace. For instance, www.HostedDatabase.com, is a product from a small company but offers very simple-to-use template applications. This company along with others aim to compete at the lower end of the spectrum, off the radar of larger players like Salesforce.
#1
Richard Davies commented on 7 Jul 2008
Whilst Amazon, Google, etc. get a lot of the press, there is a good ecosystem of smaller vendors offering cloud computing products - e.g. in the web hosting market these include [http://www.mediatemple.net MediaTemple], [http://www.mosso.com Mosso], [http://www.gogrid.com GoGrid] in the US and [http://www.elastichosts.com ElasticHosts], [http://www.flexiscale.com FlexiScale] in the UK.
Dean J. Garrett wrote: Merrill Lynch's estimate most likely does not include the rising number of smaller providers entering the SaaS marketplace. For instance, www.HostedDatabase.com, is a product from a small company but offers very simple-to-use template applications. This company along with others aim to compete at the lower end of the spectrum, off the radar of larger players like Salesforce.
Richard Davies wrote: Whilst Amazon, Google, etc. get a lot of the press, there is a good ecosystem of smaller vendors offering cloud computing products - e.g. in the web hosting market these include [http://www.mediatemple.net MediaTemple], [http://www.mosso.com Mosso], [http://www.gogrid.com GoGrid] in the US and [http://www.elastichosts.com ElasticHosts], [http://www.flexiscale.com FlexiScale] in the UK.
Oracle seems to have divided the open source ranks over the MySQL delay it’s having closing its acquisition of Sun. Eben Moglin, the GPL’s most ardent defender and delineator, the lawyer who has worked hand in glove for years with the Free Software Foundation’s founder Richard Stallman...
Cloud computing is a game changer. The cloud is disrupting traditional software and hardware business models by disrupting how IT service gets delivered. Entrepreneurial opportunities abound as this classic disruptive technology begins to proliferate, so it is no surprise that SYS-CON'...
The irony is that Oracle has advanced MySQL, lost money in the process, and helped its competitors - all at the same time. When Oracle buys Sun and controls MySQL the gift (other than to Microsoft SQL Server) keeps on giving as the existential threat to RDBs is managed by Redwood Shore...
WSO2, the open source SOA company, today announced the launch of the WSO2 Cloud Platform. Available today, the new WSO2 Cloud Platform features a family of WSO2 Cloud Virtual Machines; WSO2 Cloud Connectors for enabling fast, secure cloud services; and the multi-tenant WSO2 Governance-...
Now, the open source Mozilla Thunderbird client software can be used with Open-Xchange collaboration software. The "Community OXtender for Thunderbird" software connector gives users full access to appointments and contacts stored in the Open-Xchange Server and enables them to use Thun...
Morph Labs, a leading provider of enterprise cloud computing technology, today announced an introductory trial of the Morph CloudServer, an open, standards-based server IT organizations can use to rapidly model and evaluate their cloud implementations. A miniature "Cloud Environment in...
.gif)
What do the following companies all have in common: Amazon, Microsoft, Google, EMC, VMware, IBM, Sun, Dell, Akamai, SalesForce.com, NetSuite, and Activision. Answer: Cloud Computing. Merrill Lynch analysts reckon that by 2011 the volume of cloud computing market opportunity will amount to $160BN, including $95N in business and productivity apps (e-mail, office, CRM, etc.) and $65BN in online advertising.
Oracle seems to have divided the open source ranks over the MySQL delay it’s having closing its acquisition of Sun. Eben Moglin, the GPL’s most ardent defender and delineator, the lawyer who has worked hand in glove for years with the Free Software Foundation’s founder Richard Stallman...
Cloud computing is a game changer. The cloud is disrupting traditional software and hardware business models by disrupting how IT service gets delivered. Entrepreneurial opportunities abound as this classic disruptive technology begins to proliferate, so it is no surprise that SYS-CON'...
The irony is that Oracle has advanced MySQL, lost money in the process, and helped its competitors - all at the same time. When Oracle buys Sun and controls MySQL the gift (other than to Microsoft SQL Server) keeps on giving as the existential threat to RDBs is managed by Redwood Shore...
WSO2, the open source SOA company, today announced the launch of the WSO2 Cloud Platform. Available today, the new WSO2 Cloud Platform features a family of WSO2 Cloud Virtual Machines; WSO2 Cloud Connectors for enabling fast, secure cloud services; and the multi-tenant WSO2 Governance-...
Now, the open source Mozilla Thunderbird client software can be used with Open-Xchange collaboration software. The "Community OXtender for Thunderbird" software connector gives users full access to appointments and contacts stored in the Open-Xchange Server and enables them to use Thun...
Morph Labs, a leading provider of enterprise cloud computing technology, today announced an introductory trial of the Morph CloudServer, an open, standards-based server IT organizations can use to rapidly model and evaluate their cloud implementations. A miniature "Cloud Environment in...
