[ Cloud Computing ] Re: Big Players cornered the cloud?

On Sun, Dec 14, 2008 at 9:12 AM, Sarre9 <laskinp@gmail.com> wrote:

While IBM was in early,
they today aren't considered the number 1 or 2 virtualization player.

There's an argument to be made that IAAS requires an awful lot of capital which will limit it to big players. However I think that there are some creative ways around that (eg 3tera's franchising approach), and that hardware for both compute and networking are almost certain to see some disruptive changes which early comitters of capital will not be able to take advantage of.

Everything above the hardware is wide open space though, and I would question any strategy currently predicated on a fully-integrated stack.

-d

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