socialmedian: Google, Amazon Lead Disruptive Cloud Computing Wave, Microsoft Again Behind Curve

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Google, Amazon Lead Disruptive Cloud Computing Wave, Microsoft Again Behind Curve

Source: Silicon Alley Insider

Apr 08, 2008

Summary

We continue to believe that the transition to "cloud computing" is a disruptive trend that will increasingly put legacy PC- and enterprise businesses like Microsoft (MSFT) and Oracle (ORCL) behind the eight ball.

We see this most strikingly in email, search, and office-productivity apps, in which companies and individuals are increasingly forgoing heavyweight PC-based applications for lightweight net-based ones. We also see it in enterprise software, where software as a service (SaaS) companies like Salesforce.com (CRM) and NetSuite are stealing customers from traditional enterprise software vendors. And now, we think, we're seeing it in the cloud "platform" services offered by Amazon (S3) (AMZN) and Google (App Engine) (GOOG).

We wil be the first to admit we are not experts in the technical details of this arena (at least I'll be quick to admit it), so feel free to jump in. But once again it seems to us that Microsoft, especially, is behind the curve.

Mary Jo Foley at All About Microsoft says that Microsoft is "readying" a hosted cloud development platform, b

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Comments (2)

Maberham55,

Apr 08, 2008

This "author" couldn't be more wrong on MSFT's cloud computing progress. I've seen it and all I can say is wow. The whole article is predicated on the old school view of MSFT's technical leaders as Redmond lifers who can't imagine products not built “the MSFT way”. Ray Ozzie has very much changed this approach and MSFT’s cloud work is on track to begin deployment this year. Sometimes it's ok to wait on a press release until you actually have a product. Not that the companies mentioned favorably would ever understand that concept.