Interpreting Cloud Company Strategy

We’ve all seen the AWS numbers now, and hopefully looked at them in a bit more detail than just the headlines. I’ve written about cloud economics before, so let’s revisit things a little. The AWS business is apparently a roughly $6bn-a-year revenue business. That’s all external revenue from customers, not … Read More

Tech Company Breakups

Multiple tech companies are in the news lately because they’re splitting off parts of themselves. HP, Symantec, and eBay are all splitting off major sections, and there’s speculation about EMC splitting off VMware, and maybe Cisco doing something similar. There was also a conversation about the topic on this week’s … Read More

Rackspace is Right to Stay Out of the Cloud Price War

Rackspace have responded to the latest escalation of the price war between Google, Amazon, and Microsoft with exactly the right response. In an article at The Register, Rackspace very clearly state that they charge “premium prices for premium service” and explicitly differentiate themselves from “commodity providers of cloud infrastructure”. Rackspace … Read More

The Economics of the Cloud Wars

It looks like the Cloud Wars are well and truly on, with Google announcing major price drops, AWS following suit, and Microsoft joining in with drops in Azure pricing to match those of AWS. It got me to wondering about how this might end up. Google has been in the … Read More