Focusing on investment opportunities in the information technology sector

John Gannon

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John Gannon's Blog Although cloud computing provides financial benefits like reduction of CAPEX and the ability to pay-as-you-go, organizations will still need a reasonable amount of granularity in the reporting of cloud usage and the ability to map that usage into a financial chargeback model that makes sense. Amazon has gone live with Windows support in the EC2 cloud while at the same time announcing a private beta for some new scaling and load balancing features. These features will certainly be useful for the smaller customers of EC2, but my guess is that those features were driven by a desire to make the Amazon cloud more “enterprise friendly”. And speaking of enterprise friendly… In an earlier post I discussed some areas that Amazon and the other cloud providers will need to address before they’ll see mass enterprise adoption. One area I did not discuss, but ... (more)

Is There a Business in Physical to Cloud Conversions?

I have been thinking about if there is a place for some cloud computing vendors to come on the scene to handle what I call the ‘P2C’ conversion process-taking a physical machine and converting it to an image that can run on a cloud.  If we look at the virtualization market, clearly P2V (physical to virtual) was an enabling technology that helped people migrate existing physical hosts into virtual machines, without having to completely rebuild systems from scratch.  VMware had a product in the space (and still does) and there was also some popular products provided by 3rd parties ... (more)

Four Ways to Profits for Data-Centered Cloud Computing Companies

John Gannon's Blog How do you make money as a datacenter-focused cloud computing company? Aside from the sale of compute capacity (a la Amazon or Rackspace), what are the other revenue opportunities available? Here are some thoughts... 1. Management tools: The cloud hosters like Amazon are providing basic management tools, but we can already see there is a proven market for higher-order management and automation provided by companies like Rightscale and 3Tera. There are also a variety of companies and products who have figured out IT automation in the traditional datacenter (Blade... (more)

Facebook raising more money, has termsheets, but what of anti-dilution protection?

Image via CrunchBase I just read the Techcrunch report on Facebook’s latest fundraising activities( Decision Time For Facebook: Term Sheets Received At $2 Billion Valuation).    The report talks about the potential heavy dilution that common stockholders might suffer because of 1) a fairly significant down round (taking pre-money valuation down from $15B to $2B) and 2)anti-dilution protection clauses that would apply to the previous investors’ ownership stakes (which means common would bear the brunt of the dilution). From the article: The cost of taking money at such a low valu... (more)

Say Goodbye To Bad UI Thanks to the Cloud

I don’t think anyone will argue with me that the typical IT management tool user interface (UI) is just plain awful.  There are several reasons for this, but the most obvious one is that an enterprise software product is loaded with hundreds of features, functions, and configurations, all of which need to be accessible to an end user. As cloud computing aggregates formerly disparate functions and resources into logical groups, it stands to reason that  user interfaces will not need as much complexity as is required today, simply because there is more abstraction of the resources... (more)