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Microsoft, IBM Gain On Amazon Cloud
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Lorna Garey
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Lorna Garey,
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7/29/2014 | 10:12:48 AM
Re: Hard to compare cloud revenues to clloud revenues
Exactly Charlie -- just ask Apple and its trumpeting of OS X gains in enterprise. Twenty percent quarterly jumps sound good until you realize that's up from 3%.
Charlie Babcock
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Charlie Babcock,
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7/28/2014 | 8:22:33 PM
Hard to compare cloud revenues to clloud revenues
I'm wary of IBM's percentage gains. IBM is so interested in putting out big figures -- $1 billion here, $2 billion there -- as impressionistic PR gains that I wonder whether it's accounting for its revenues in the same way as it did in the second quarter of the prior year. In the third quarter of 2013, Synergy's headline was, "IBM, Microsoft and Google Make Little Headway Against Amazon..." If there's been an amazing turnaround in the last 3 months, let's see what the base figure was for calculating IBM's percentage of growth. How did it compare to Amazon's base? It's much easier to show rapid growth off a small base.
D. Henschen
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D. Henschen,
User Rank: Author
7/28/2014 | 5:04:14 PM
Re: Rackspace?
I'll defer to our cloud IaaS/PaaS expert Charlie Babcock, but it's a sure bet that Microsoft Azure customers have lots of Microsoft workloads that they're looking to move into the cloud. I wouldn't expect to run Windows-based server products or Microsoft SQL Server in Google's cloud. Furthermore, I'd submit that Google's cloud customers tend to be doing a lot with keyword or Google Analytics data.
Thomas Claburn
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Thomas Claburn,
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7/28/2014 | 4:33:57 PM
Re: Rackspace?
Are Microsoft's cloud customers much different from Google's? 
D. Henschen
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D. Henschen,
User Rank: Author
7/28/2014 | 3:37:02 PM
Re: Rackspace?
The graphic posted is pretty much the extent of data available, so no Rackspace info. It's all based on publically available revenue data, but they had to weed out SaaS, which is a component of multiple vendor cloud offerings.
Laurianne
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Laurianne,
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7/28/2014 | 2:35:34 PM
Rackspace?
No mention of Rackspace and its "managed cloud" push?
Lorna Garey
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Lorna Garey,
User Rank: Author
7/28/2014 | 1:26:45 PM
Re: What About SaaS?
Not only is this not apples to apples, it's more like apples to a fully baked pie, served a la mode. That said, it's not surprising that companies looking for hybrid or platform capabilities would look beyond AWS.
D. Henschen
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D. Henschen,
User Rank: Author
7/28/2014 | 12:50:57 PM
What About SaaS?
I specifically asked John Dinsdale about software as a service (SaaS) offerings and after press time he reponded as follows:

The numbers specifically exclude SaaS. We are tracking revenues from infrastructure and infrastructure services and not software. Salesforce does get the majority of its revenue from SaaS-type services and we exclude those revenues. In this analysis we only include Salesforce's revenues from its PaaS offering.



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