Re: The Geopolitical Cloud

On May 28, 12:27 pm, DanGordon <pi...@onelonelyvoice.com> wrote:
> Are Jefferson's opponents at risk of confusing wish and reality?
> Certainly IT is _becoming_ a commodity....
[copied below]

I'd say this is case-dependent. (It doesn't have much to do with
geopolitics, though.)

Type 1: There are certainly companies and organizations that just need
bog-standard IT facilities to sell their wares or offer their
services. They aren't IT companies, don't want to be, and see their
differentiation in their services and wares. Examples are superfluous;
there are gazillions of them. All they want or need is a commodity IT
website to show their custom jewelry, carpet remnants, or whatever.

Type 2: Then there are companies who believe that their IT
capabilities and web sites are part of their differentiation, if not
itself their product. Ones that leap to my mind are Worlds of
Warcraft, eBay, Yahoo, ... Even if what they have actually is (or has
become) commodity, they don't believe it. And in at least some cases
they're completely right.

Type 1s certainly sound like low-hanging fruit for clouds.

Type 2s, forget it. But those that are successful enough may define a
type that could then become Type 1.

--
Greg Pfister

On May 28, 12:27 pm, DanGordon <pi...@onelonelyvoice.com> wrote:
> Are Jefferson's opponents at risk of confusing wish and reality?
> Certainly IT is _becoming_ a commodity. The playing-field is
> _becoming_ level. The oppty is _emerging_ (or the threat, depending
> on your level of chauvinism) for many countries to seize share from an
> indolent and self-absorbed US. But Jefferson seems to be saying that
> for cloud computing this year, location still matters, both as a
> matter of latency perhaps and as a matter of reliability. And I don't
> hear any very substantive arguments against that assertion.
>
> Dan Gordon
>
> Mark Ashford wrote:
> > I think Jefferson, you are missing the point. IT is a commodity and that is
> > what we are talking about in Cloud Computing. And, it is a commodity that is
> > getting cheaper; a country doesn't have to have all the doo-dads of the US
> > to be good at hosting a data centre and taking advantage of the relative low
> > cost of educated staff, land, and construction etc. The discussion about not
> > using US based companies and data centres is really about the US legislating
> > itself out of certain markets and lines of business.
[snip]

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