Tag Archives: Strategy

Box Delayed Its IPO To Refocus Strategy, But It Still Lacks A Competitive Moat

By | February 5, 2015

Almost a year after first filing the paperwork, Box IPO’d to much investor interest, up 70% on the first day of trading. The intervening weeks haven’t been so kind as Box now trades off almost 30% from its high that day even as the tech-heavy NASDAQ Composite index is flat. As I wrote in this column, Box’s saga from cash-burning… Read More »

The SAP Money Pit: The Quintessential Business Application Is Immune to SaaSification

By | December 16, 2014

There’s a giant sucking sound emanating from most large enterprise IT departments. It’s called SAP and as I write in this column, the devilishly complex ERP product cum application platform has a life of its own that resists all attempts at efficiency, simplification and IT budget cutting. SAP is the enterprise equivalent of an out-of-control defense contract with C-level business… Read More »

The State of Open Source Enterprise Software: The GnuNew Manifesto

By | November 22, 2014

Open source software built the Internet, but for years was distrusted by large enterprises. That’s obviously changed with Linux servers, LAMP stacks and Hadoop cluster now common in enterprise data centers. But despite a history of strident debates, open source versus proprietary is no longer an either-or decision. Indeed, the distinction between the two is nuanced and hard… Read More »

The Software Defined Business: The New CA Stokes the App Economy

By | November 17, 2014

There’s an interesting dichotomy between old-tech and new-tech companies that crosses several dimensions: speed and level of innovation, financial performance and cultural work environment. It’s the contrast between tech stalwarts that gave us the PC, Internet and modern database and those from the post-PC generation whose origins date from the era of smartphones, social networks and cloud services. However as… Read More »

Competing with the Behemoths: Generis Takes on EMC, Oracle and IBM By Actually Listening to Customers

By | August 18, 2014

I recently completed a research project looking at ECM software and one vendor in particular that is winning business from large, established incumbents like EMC (Documentum), IBM and Oracle. I was intrigued by Generis since I wanted to understand how such a small, private company could successfully develop and market a product that amounts to an extra-cost add-on… Read More »

The Benefits and Challenges of Colocation Data Centers

By | July 31, 2014

Or, Why your next data center should be a rental unit… A recent project provided an opportunity to revisit my thoughts on the use of colocation facilities in preference to new enterprise data center construction or upgrades. Although I have written on the topic several times (here, data center report here and another report here), the following paper condenses… Read More »

Hybrid Clouds: What Are They Good For?

By | June 22, 2014

IT faces a high-stakes decision: Which workloads to run on public versus private infrastructure. I analyze what 383 survey responses from IT pros in this report. Hybrid cloud has been a headliner topic at almost every major IT event this year, whether it’s Microsoft beefing up Azure at TechEd, EMC and VMware making hybrid products and a joint reference design a centerpiece… Read More »

Proprietary vs. Open Source Clouds: Why Can’t We All Just Get Along?

By | June 18, 2014

In my last Forbes column I discussed how Red Hat CEO Jim Whitehurst and other open source advocates see the disruption created by cloud software and services as the business opportunity of a generation. Yet like most other IT revolutions, the cloud confronts legacy infrastructure, entrenched bureaucracies and incumbent vendors like Microsoft, Oracle and VMware are rapidly evolving their software platforms into enterprise cloud stacks. No… Read More »

Red Hat’s CEO Sees Open Source Cloud Domination

By | June 8, 2014

Red Hat CEO Jim Whitehurst sees the business opportunity of a generation in what he calls a computing paradigm shift from client-server to cloud architectures. “In those paradigm shifts, generally new winners emerge,” says Whitehurst and he intends to make sure Red Hat is one of those winners. His logic is sound and simple: disruptive technologies like the cloud that arise… Read More »

Cloud Turbulence: Feature Creep Means New Clashes in the Cloud Market

By | June 4, 2014

As cloud services mature and add features, they increasingly overlap, signaling heightened competition in both the consumer and enterprise markets. Smaller cloud players must be nimble and adaptive to avoid getting trampled. The cloud is the latest battleground of the tech titans across the spectrum of enterprise and consumer business, but maturation, a desire for market hegemony and technology evolution… Read More »