Focusing on investment opportunities in the information technology sector

John Gannon

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Top Stories by John Gannon

John Gannon's Blog Cisco is getting into the server business, says NYTimes.com.   One could argue that the writing was on the wall when Cisco announced their Nexus virtual switch platform complete with deep VMware networking integration, but now there are few doubts that Cisco has clear designs on owning a huge portion of the cloud computing market. It is important to note that Cisco is not going to be getting into the box business (a commodity business with low gross margins).  They are going to leverage their current architecture to build blade systems.  These blades are bound to be highly configurable, customizable, and most importantly more easily managable by enterprise IT staff than existing x86-based servers.  True, the other big server vendors have blade servers, but a Cisco/VMware combo is going to best equipped to deal with the networking nuances (and hea... (more)

Four Ways to Profits for Data-Centered Cloud Computing Companies

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 (Blade... (more)

Why cloud-based load testing is a killer app

Image via Wikipedia Cloud hosting providers with any degree of scale should have an application load testing product offering.  In fact, I think it has the potential to be a killer app for cloud hosting companies. Load testing has traditionally been a painful process and inefficient process from a time and cost perspective due to challenges around traffic generation and scaling. There have been typically two options for the traffic generation aspect of the load test: Buy a bunch of servers to make into a traffic generation farm, buy some software (e.g. Mercury Interactive) to au... (more)

Maximizing Rewards

Last night I spent a couple of hours going over our personal finances which included me spending some time on the American Express customer portal.  Amex does a good job of letting you on their portal where you could be buying to maximize your membership rewards points.  They will often tell you things like “Buy at FTD.com and earn double points” (I don’t know if FTD.com is actually a partner, I’m just using this as an example).  The airlines do this as well, letting you earn points if you purchase online from certain vendors. I think its great that Amex, the airlines, and whome... (more)

Vertical integration as a cloud competitive weapon

Image via Wikipedia When will the cloud providers begin acquiring product companies in order to keep the technology out of the hands of their competition? Is that a strategy worth pursuing? Many clouds are using open source technology to power their solutions, but I assume many of them have reliance on commercial products as well.  Could one cloud get an upper hand over the others by bringing a leading edge commercial product in house, integrating it tightly into one’s own cloud, and then end-of-lifeing the commercial version? If you believe that the winners of the cloud game will... (more)