Susan Jennings Kantari,
[email protected] Cloud SMBs Likely to Be Acquired, Oracle “Wandering,” VMware Leading Companies: AAPL, AMZN, CA, CRM, CSCO, CTXS, DELL, EMC, ETR:SAP/SAP, GOOG, HPQ, IBM, MSFT, ORCL, RAX, RHT, RNOW, TYL, VMW July 28, 2011 Research Question: What effect will cloud computing have on established IT companies, and which companies will be the winners and losers? Silo Summaries Summary of Findings 1) INDUSTRY SPECIALISTS SMBs are early adopters of the cloud while the Fortune 1000 are These five sources believe smaller and midsize expected to adopt self-contained clouds in the next three to six businesses (SMBs) will be acquired by larger firms, months. Widespread adoption is expected in five years. such as IBM. Leaders include Workday, VMware and Citrix in SaaS, SoftLayer, Amazon and Rackspace in Established IT companies will acquire smaller cloud IT companies IaaS and Azure and Salesforce.com in PaaS. Microsoft, in the next six to 12 months. Citrix and Nimbula were thought to be the most innovative in cloud computing. One source said Hewlett- Oracle Corp. (ORCL) lacks a coherent cloud strategy. An industry Packard and Oracle have yet to find their place. Another specialist described Oracle as “wandering” while a security source described Oracle as “wandering.” A third source specialist said its solutions are too expensive for SMBs. said security is an issue for Google, Amazon and Rackspace, and was the only one to speak negatively VMware Inc. (VMW) was named a cloud computing leader by nine about VMware, which he said is losing share among sources throughout all silos.