All Posts Tagged With: "Microsoft"
Microsoft just posted shocking year end results refelecting weakness in almost every area except for operating expenses where costs are also down by 10% reflecting strong fiscal management:
-Revenue down 17% y/y
-Revenue of $13.1 billion vs. street estimate $14.4 billion
-Net income down 29% y/y
-Operating expenses down 10% y/y
-Weakness in the business PC and server hardware markets
-Client [...]
Software licensing just hasn’t caught up with the realities of the modern IT Operation. Software vendors rightly need to monetize the customers valid use of their intellectual property, however it is in neither parties long term interests to increase operational costs by doing this.
Many software licensing terms focus on an actual link between the application [...]
I have just finished a call with Adam Hawley, Oracle’s Director of VM Product Management, the guy who owns the whole Oracle Virtualization story and technology. It got me thinking about the Hypervisor marketplace, the players, product strengths and weaknesses as well as ability to execute. My colleage and friend, Mark Bowker (the Virtualization Guru) [...]
Continue ReadingI am doing some work on understanding the size of the market for Data Center Scale systems. Sytems like SGI (Rackable) Ice Cube, Verari’s FOREST, HP’s POD, Sun’s Container and AST-Global’s dual container solution. Talking around the market my sense is that although the unit value is quite high ($4-$6M per container) the volumes are [...]
Continue ReadingOver the last few months I have been thinking about data centers, how we power and cool them and what we put in them. I’ve been looking at what the very largest consumers of IT infrastructure do with their data centers compared to industry norms. The first take away is that almost none of them conform [...]
Continue ReadingThis week I am at EMC World in Orlando picking up a sense that cloud is the message, private cloud, public cloud, storage cloud, compute cloud. It’s a strong message that resonates with the CIO and the business as it holds the promise of computing on demand and maybe even the utility computing that we [...]
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