Comments on: Why Microsoft Cloud Will Fail With Hosting Partners http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/ An industry analyst blog looking at software ecosystems and convergence Tue, 07 Oct 2008 05:52:34 +0000 http://wordpress.org/?v=2.6 By: jgovernor http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129992 jgovernor Wed, 01 Aug 2007 12:54:09 +0000 http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129992 Definitely a problem Nick. I tend to think models will change. Be more like mobile telecoms, perhaps. Thus, a company like Virocom is a Vodafone reseller, offering Blackberry implementation services and so on, without hosting backbone itself. So we would perhaps have Microsoft and a host of MNVOs (mobile virtual network operators), offering Microsoft hosted services, managed using Microsoft tools. Alienation of the channel- what choice do large vendors have, really, when Google is the competition? Definitely a problem Nick. I tend to think models will change. Be more like mobile telecoms, perhaps. Thus, a company like Virocom is a Vodafone reseller, offering Blackberry implementation services and so on, without hosting backbone itself. So we would perhaps have Microsoft and a host of MNVOs (mobile virtual network operators), offering Microsoft hosted services, managed using Microsoft tools. Alienation of the channel- what choice do large vendors have, really, when Google is the competition?

]]> By: Nick Hortovanyi http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129986 Nick Hortovanyi Wed, 01 Aug 2007 12:40:10 +0000 http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129986 Alienation of the channel will have consequences to the large vendors. Have you found any prediction models for these scenarios? Alienation of the channel will have consequences to the large vendors. Have you found any prediction models for these scenarios?

]]> By: Isabel Wang http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129407 Isabel Wang Tue, 31 Jul 2007 20:04:56 +0000 http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129407 Given Microsoft's product naming track record, I wouldn't be surprised if they did decide to call it msdn :) Given Microsoft’s product naming track record, I wouldn’t be surprised if they did decide to call it msdn :)

]]> By: jgovernor http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129348 jgovernor Tue, 31 Jul 2007 18:23:10 +0000 http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129348 more like msdn - the microsoft *service* delivery network... although obviously a diff acronym would be needed. but isabel i do think you're on the right track. more like msdn - the microsoft *service* delivery network… although obviously a diff acronym would be needed. but isabel i do think you’re on the right track.

]]> By: Isabel Wang http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129270 Isabel Wang Tue, 31 Jul 2007 16:33:52 +0000 http://www.redmonk.com/jgovernor/2007/07/31/why-microsoft-cloud-will-fail-with-hosting-partners/#comment-129270 I think Microsoft does want to host apps locally. In its data centers and not through hosting partners. 1. From Ray Ozzie's speech last week: http://www.microsoft.com/msft/speech/FY07/OzzieFAM2007.mspx "The next layer above that is our cloud infrastructure services layer. It has application frameworks that support a variety of app models designed for horizontal scaling. It also supports several types of horizontally scalable storage. Another key element is networking services: where to efficiently serve up apps and content to Internet users worldwide in a very low-latency and efficient manner." 2. Somehow the passage above made me think of Windows Live architect James Hamilton's "modular data center" presentations: http://research.microsoft.com/~jamesrh/ Jame proposes filling shipping containers with servers and making those the unit of deployment/management. Because "any service of reasonable size—even the fairly small one we recently led —has data centers all over the world". 3. Back in November 2005, Robert Cringely predicted that Google would put shipping container data centers at 100s of peering points all over the world. He said it'd be a "thermonuclear Akamai" that ensures no Ajaxy app is more than a couple of hops away from any user. http://www.pbs.org/cringely/pulpit/2005/pulpit_20051117_000873.html Coming soon, the MS CDN? I think Microsoft does want to host apps locally. In its data centers and not through hosting partners.

1. From Ray Ozzie’s speech last week:
http://www.microsoft.com/msft/speech/FY07/OzzieFAM2007.mspx

“The next layer above that is our cloud infrastructure services layer. It has application frameworks that support a variety of app models designed for horizontal scaling. It also supports several types of horizontally scalable storage. Another key element is networking services: where to efficiently serve up apps and content to Internet users worldwide in a very low-latency and efficient manner.”

2. Somehow the passage above made me think of Windows Live architect James Hamilton’s “modular data center” presentations:
http://research.microsoft.com/~jamesrh/

Jame proposes filling shipping containers with servers and making those the unit of deployment/management. Because “any service of reasonable size—even the fairly small one we recently led —has data centers all over the world”.

3. Back in November 2005, Robert Cringely predicted that Google would put shipping container data centers at 100s of peering points all over the world. He said it’d be a “thermonuclear Akamai” that ensures no Ajaxy app is more than a couple of hops away from any user.

http://www.pbs.org/cringely/pulpit/2005/pulpit_20051117_000873.html

Coming soon, the MS CDN?

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