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Focusing on investment opportunities in the information technology sector

John Gannon

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John Gannon's Blog How do you make money as a datacenter-focused cloud computing company? Aside from the sale of compute capacity (a la Amazon or Rackspace), what are the other revenue opportunities available? Here are some thoughts... 1. Management tools: The cloud hosters like Amazon are providing basic management tools, but we can already see there is a proven market for higher-order management and automation provided by companies like Rightscale and 3Tera. There are also a variety of companies and products who have figured out IT automation in the traditional datacenter (Bladelogic, Opsware, etc). I’m waiting to see when they’ll start moving towards new product development (or rebranding of existing solutions) that will be focused on management of outsourced cloud environments. As their customers move to the cloud, those customers will demand that their tradition... (more)

Social Networking Tip For Programmers – and Everyone Else

Set aside one hour daily for active marketing: Software developers love to spend days and nights coding great stuff. Focusing on marketing, sales and customer activities is not quite as exciting. Put some discipline in place. A good starting point is to devote one hour per day of your time to work exclusively on marketing. And I don’t mean read the Web to learn about SEO. Spend one full, active hour contributing to forums, pitching to people, e-mailing journalists and other key influencers that may be interested in what you do. Does your web site have a success story from a real ... (more)

Going Away From the ‘Dark Side’ and Into the Startup World

I recently decided to make a career change and at the end of the month will be leaving the world of venture capital (as some affectionately refer to as ‘The Dark Side’) for the maybe greener and definitely more uncertain pastures of the startup world.  My time at L Capital over the last year has been great, and I’ve learned an incredible amount about startups and investing, but I recently came upon an opportunity which was just too good to pass up. I’m joining an early stage software company in the virtualization management and automation space and will be involved in all manner... (more)

A Cloud Computing Wish List for 2010

Content delivery networks/CDNs want to provide end users the best possible performance and quality – often delivering high volume video or data files. Traditionally CDNs build large storage arrays and processing systems within data centers, preferably adjacent to either a carrier hotel meet-me-room or Internet Exchange Point/IXP.Sometimes supported by bundles of 10Gigabit ports connecting their storage to networks and the IXP. Lots of recent discussion on topics such as Fiber Channel over Ethernet/FCoE and Fiber Channel over IP/FCoIP. Not good enough. I want the SSD manufacturers ... (more)

Is There a Business in Physical to Cloud Conversions?

I have been thinking about if there is a place for some cloud computing vendors to come on the scene to handle what I call the ‘P2C’ conversion process-taking a physical machine and converting it to an image that can run on a cloud.  If we look at the virtualization market, clearly P2V (physical to virtual) was an enabling technology that helped people migrate existing physical hosts into virtual machines, without having to completely rebuild systems from scratch.  VMware had a product in the space (and still does) and there was also some popular products provided by 3rd parties ... (more)