Skip to main content

Microsoft's SaaS strategy; Going to the clouds

Ray Ozzie is the best thing that happened to Microsoft but it, like any other big firm, is not easy. Anyways Microsoft was also ou part of the discussion and I was talking about the same things. I told a couple of guys, during our late night session, that Microsoft is doing the build-outs. I hear from folks across the world.

Bill Gates is on to some really good things and as I continued telling about several apps that will be dynamically delivered via the web such as Exchange, SharePoint, then an OS's irrelevance will not matter any more. Exchange 14 will be a totally database supported app, share point is already bringing in a whopping $1 Bn for Microsoft annually. This is the typical year for "New Technology" turning point. It happened back in 98, its happening again in 2008.

My above two lines have said enough for you guys to guess that its not just Google who may worry about the build-outs ;-). This is a typical walling-in scenario which will be very hard to fight back. Many firms, who are adamantly fighting while seeding on its app and OS, may have some challenges in the coming 18 months.

You can, if you're as smart as me, read some potential M&A candidates. I've used some terms that make them worthy of a pick in the next 12-18 months.

Nick has heard a rumor, I'm telling you the way it is going to be ;-)

Comments

Popular posts from this blog

Security: VMware Workstation 6 vulnerability

vulnerable software: VMware Workstation 6.0 for Windows, possible some other VMware products as well type of vulnerability: DoS, potential privilege escalation I found a vulnerability in VMware Workstation 6.0 which allows an unprivileged user in the host OS to crash the system and potentially run arbitrary code with kernel privileges. The issue is in the vmstor-60 driver, which is supposed to mount VMware images within the host OS. When sending the IOCTL code FsSetVoleInformation with subcode FsSetFileInformation with a large buffer and underreporting its size to at max 1024 bytes, it will underrun and potentially execute arbitrary code. Security focus

Virtualization: GlassHouse hopes to cash in with its IPO!

GlassHouse Technologies Inc. on Tuesday registered to raise as much as $100 million in an initial public offering that, despite the company's financial losses, could prove a hit with investors drawn to its focus on "virtualization" technology. The Framingham, Mass., company offers consulting services for companies that use virtualization software to improve the performance of corporate servers and cut costs in their data centers. GlassHouse also provides Internet-based data storage. "Software-as-a-service," or SaaS, companies and vendors of virtualization products have proved popular among investors in recent years as corporate customers seek alternatives to conventional packaged software. GlassHouse, with roots in both sectors, will test the strength of that interest, said Peter Falvey, managing director with Boston investment bank Revolution Partners. "It will be a bit of a bell weather," he says. "It's not as though it's the 15th SaaS m...