My first experience with an "inverted yield curve" was in 2000 just prior to
the tech bubble bursting. I was working on a financial portal for an
investment bank and one of the charts was a yield curve. It looked odd all of
a sudden, so I looked it up in a book of financial terms. An inverted yield
is indicated when interest rates for short-term capital are higher than
interest rates for long-term capital. In other words, people are willing to
pay a significant price to alleviate short-term concerns because they're
focused on the now and not so concerned about one year, three years, five
years, or thirty years from now. Inverted yield curves some believe signal
disruption in financial markets. On the surface, Cloud First seems to signal
the disruption that is cloud computing. To take this metaphor a little
further, this inversion of Cloud First from "Cloud Never" su... (more)
Public Cloud is cool and it's the only kind of Cloud my company works with.
Yet enterprise financial services firms and others require controlled access.
And in 2013 AWS not only won the contract to build an actual Private Cloud
for the CIA (any further legal maneuvers from IBM notwithstanding), but AWS
also seems to have conceded that Virtual Private Cloud is a first class AWS
Cloud offering. It's not that VPC was ignored, it's just than in 2011 and
most of 2012 new capabilities of the Oracle Relational Database Service (RDS)
were available first in EC2, then VPC. The customers ... (more)
I've been working on Enterprise Cloud Strategy and in the course of this work
identified some interesting and non-obvious opportunities in the Cloud.
One solution I’ve examined is the well-crafted solution that is enStratus.
enStratus has built a SaaS Cloud Management / Governance product focused on
providing critical management, monitoring, governance capabilities tailored
to the needs of the Global 2000 market, rather than the startup market. As I
have worked with a current Fortune 500 client to identify Cloud solution
components, my assessment is that enStratus is uncannily we... (more)
Surveys report that companies fear the Public Cloud. Sure enough there's much
to fear. Those of us who follow the media know how in a movie like Caddyshack
even at a fancy private golf club an innocent little candy bar can result in
a stampede of people desperate to exit the pool and a punch line depicting
Bill Murray all decked out in a Hazmat suit. So if something like that can
happen in a private club pool, imagine where a public pool event might lead?
Fukushima comes to mind. Oh, wait, I'm sorry. Tokyo Electric was a Private
company. Bad example.
If Private Cloud were possi... (more)
While much discussion of the cloud assumes the needs and concerns of large
enterprises will determine how the cloud evolves, in fact AAPL, MSFT, DELL,
AMZN signal that the migration of the fragmented $444B annual SMB tech spend
from small datacenters to the cloud will redefine the industry far sooner and
on a more sweeping and final scale than presently anticipated. The move of
the SMB may determine the winners and losers long before the enterprise has
made a significant investment.
While "smokestack" and "brick and mortar" firms remain highly susceptible to
"oil price shock," e... (more)