Posted Monday, February 21, 2011 in Technology 0 comments
What I think will happen here is that a “standard operating environment” (SOE) will evolve over time that will be quite similar across different cloud providers. This SOE will be built around particular technologies, not particular vendors, that make more efficient use of existing hardware.
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Posted Monday, January 10, 2011 in Software Business 2 comments
Storage sure looks sexy to venture investors these days. The acquisitions of 3PAR (HP), Isilon (EMC) and Compellent (Dell) add up to more than $5.5 billion. All three were storage hardware companies of the same vintage, about a decade old, and big wins for their VC investors. Looks like virtualization and cloud storage are the places to invest, no? Well, I sure think so, and placed a huge personal bet three years ago by starting a company precisely aimed at these markets…
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