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    <title>Peter Christy</title>
    
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    <id>tag:typepad.com,2003:weblog-511013</id>
    <updated>2009-09-10T00:45:00-07:00</updated>
    <subtitle>Ruminations, Insights and Confusions...</subtitle>
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    <link rel="self" href="http://feeds.feedburner.com/PeterChristy" type="application/atom+xml" /><atom10:link xmlns:atom10="http://www.w3.org/2005/Atom" rel="hub" href="http://pubsubhubbub.appspot.com" /><entry>
        <title>VMworld 2009</title>
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        <published>2009-09-10T00:45:00-07:00</published>
        <updated>2009-09-10T00:45:00-07:00</updated>
        <summary>As always, this is one of the high energy user group meetings, with 12,000 attendees this year, not quite matching last year's attendance, but not showing the drops of other big shows. There were lots of free goodies from the...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="VMWorld" />
        
        
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<div xmlns="http://www.w3.org/1999/xhtml"><font face="Verdana" size="2"><img align="left" border="0" height="166" src="http://origin.ih.constantcontact.com/fs074/1101654540507/img/40.jpg" width="275" /> As always, this is one of the high energy user group meetings, with 12,000 attendees this year, not quite matching last year's attendance, but not showing the drops of other big shows. There were lots of free goodies from the exhibitors and even some scantily dressed show babes. The underlying business proposition was less clear: a lot of the vendors seemed to be selling features that VMware was strongly hinting were coming in future releases (hope springs eternal). The non-aligned parties were a visible part of the event, not quite up to RSA standards but clearly heading that way. Microsoft was visibly absent. We're told that at the MS Partner Meeting earlier in the summer nasty things were said by Microsoft about partners playing with VMware and the potential consequences if you did, and this was the quid pro quo. VMware clearly isn't ignoring Microsoft anymore. A lot of the new management team has been hired out of the software industry and its top leadership combined has nearly 50 years of Microsoft experience — CEO Paul Moritz (14 years at Microsoft), COO Todd Nielsen (12 years at Microsoft) came from Borland most recently, as did CMO Rick Jackson; CDO Richard McAniff (directly from 21 years at Microsoft).</font></div>
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    </entry>
    <entry>
        <title>VMW VDI and Windows 7</title>
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        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20120a5e62637970b</id>
        <published>2009-09-10T00:42:00-07:00</published>
        <updated>2009-09-10T00:42:00-07:00</updated>
        <summary>In the earlier days, Diane Green predictably spoke contemptuously of Microsoft, sort of like Khrushchev at the UN pounding his shoe on the podium and yelling "we will bury you" (for those of you who are old enough to know...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="VDI" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="VMW VDI" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Windows 7" />
        
        
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<div xmlns="http://www.w3.org/1999/xhtml"><font face="Verdana">In the earlier days, Diane Green predictably spoke contemptuously of Microsoft, sort of like Khrushchev at the UN pounding his shoe on the podium and yelling "we will bury you" (for those of you who are old enough to know what the UN is). The new, wiser VMware is a lot more aware of what's going on in the rest of the industry (good!) but still a little bit psychitzo when it comes to MS. VMW recognizes that Windows 7 may well unleash a major upgrade wave within enterprise customers (all those who never did Vista but are running out of headroom and support with XP) and that this upgrade wave is an ideal time to call the question on remote application delivery alternatives (smart marketing). But it seems that many at VMW still find it distasteful to even speak the word "Windows" without spitting so this strategic argument comes out wrapped in condescension and denigration. VMware needs to think a little more about why people would adopt Windows 7 now in the first place (‘because they are idiots' is probably the wrong answer) and more to the point carefully look at all the things in W/7 that make VDI less valuable (sorry VMW, Microsoft hasn't stood still). Part of the maturation process I guess.</font></div>
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    </entry>
    <entry>
        <title>VMware Acquiring SpringSource</title>
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        <published>2009-09-10T00:41:00-07:00</published>
        <updated>2009-09-10T00:41:00-07:00</updated>
        <summary>Paul Maritz seemed a little discouraged that the analysts didn't want to ask questions about SpringSource, which is understandable since the acquisition clearly has strategic importance for VMware beyond the $420M they are paying (not chump change). The lack of...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Paul Maritz" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="SpringSource" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="VMWare" />
        
        
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<div xmlns="http://www.w3.org/1999/xhtml"><font face="Verdana" size="2">Paul Maritz seemed a little discouraged that the analysts didn't want to ask questions about SpringSource, which is understandable since the acquisition clearly has strategic importance for VMware beyond the $420M they are paying (not chump change). The lack of questions isn't surprising if you ask how many of those analysts really know what a framework is (having managed Dev Tools for Apple, I do.) The underlying question is whether VMware can thrive building systems that manage virtual machines or whether they need to get much more involved in what happens <em>within</em> those VM's in order to solve the customers' important problems and profit by providing those solutions. I've never thought that VM's were the do-all, end-all, and apparently VMW has come to the same conclusion. A framework is an architecture for implementing applications and a lot of code ("subroutines" in the good old days) to support that architecture and make application programming easier by providing a higher level abstraction. Utility and Cloud computing have great benefits but come with their own challenges. For example, what kind of data storage systems work well across multiple data centers and improve application performance for remote users? Or how do you know enough about what an application is doing in order to better automate its operation (e.g., provide desired availability and scaling)? In both cases, VMware's ability to play in the game is considerably improved with access to a framework than if complex technology can be largely concealed under the framework abstraction and just come to play when needed behind the scenes without much involvement from the application programmer. Microsoft already has broadly used frameworks (Microsoft Foundation Classes and more recently the .NET Framework). It's really hard to create a framework from scratch <font face="Verdana" size="2" style="FONT-SIZE: 9pt">—</font> the value of a framework goes up quickly as more people use it so you need both the framework and the users. The Spring Framework was created as an alternative to complexity of what Sun had developed for Java application architecture, and caught on in no small part because it was open source and free. As a way of getting into the framework business (more specifically, getting in a position of influence with the developer community and being able to add mechanism behind the scenes) VMW didn't have many alternatives and SpringSource was by far the best, subject only to the high cost (spending $420M for SpringSource isn't "accretive" by any stretch of the imagination). As noted above, it isn't as if MS doesn't have frameworks or developers <font face="Verdana" size="2" style="FONT-SIZE: 9pt">—</font> they certainly do <font face="Verdana" size="2" style="FONT-SIZE: 9pt">—</font>  but it does redefine how VMW views the competition and competes. (VMware declined to comment on this story)</font></div>
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    </entry>
    <entry>
        <title>Virtualization and Security (Redoux) </title>
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        <published>2009-09-10T00:40:00-07:00</published>
        <updated>2009-09-10T00:40:00-07:00</updated>
        <summary>Up until now, VMware treated security by saying as little as possible about it, knowing that arguing that virtualization didn't open up new security surface area just gave credibility to the thought that maybe it did (let sleeping dogs lie)...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Virtualization" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="VMWare" />
        
        
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<div xmlns="http://www.w3.org/1999/xhtml"><font face="Verdana" size="2">Up until now, VMware treated security by saying as little as possible about it, knowing that arguing that virtualization didn't open up new security surface area just gave credibility to the thought that maybe it did (let sleeping dogs lie) which could only impede sales. Now that VMware is looking beyond the individual virtual machine, and thinking about the Cloud, they have started to talk (credibly) about how virtualization actually <em>helps</em> security. The issues are ultimately complicated (thank goodness there are bright analysts to think about them J ) but here's the basic story line. (1) If you want to talk seriously about the Cloud or even utility computing you need to talk about entire applications — virtual applications or Vapps — that include all the bits needed to get the job done, not about single virtual machines. (2) In order to deploy a Vapp to the Cloud (or even to a private utility or DR data center) you need to specify how it is to be protected. At first blush, a good answer is "just like you did before" except now the security can be largely provided by virtual appliances rather than the physical appliances used previously. (3)When specified on a Vapp by Vapp basis, and implemented by virtual appliances, the security can be as specific and customized as desired. For example, you can think about offering data leakage protection (DLP) tailored to the function and specifics of the application. You need to bind these security specifications in with the other application details so you know what else needs to be provisioned when the application is provisioned and you know where you can and cannot run the application (e.g., what other applications you can co-mingle with). Where it makes sense, part or all of the security can be specified parametrically (e.g., "PCI protection") so that as the regulations change, the specifics of the protection change automatically. VMW's observation is that binding security to the application and assuring it is provisioned as specified is a lot better than what we have now, where in most cases this is partially a manual process, and often requires coordination between multiple teams, all of which is complex, expensive, and prone to errors. The automation also makes it possible (and reasonable) to be much more specific about each application which is also good. Thus, virtualization makes security easier and better.</font></div>
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    </entry>
    <entry>
        <title>The Virtualization War</title>
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        <published>2009-08-14T15:28:20-07:00</published>
        <updated>2009-08-14T15:29:30-07:00</updated>
        <summary>At the Microsoft Virtual Analyst Meeting, Muglia chirped happily that he was gaining hypervisor market share every day. Although we think that must be true, we couldn't get any of the underlying data so we couldn't de-spin it. As we...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Microsoft" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="VMWare" />
        
        
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<p style="TEXT-ALIGN: left"><a href="http://www.infrastructure2-1.com/.a/6a00d83455e7aa69e20120a4f5f2ef970b-pi" style="FLOAT: left"><img alt="Vmware" border="0" class="at-xid-6a00d83455e7aa69e20120a4f5f2ef970b " src="http://www.infrastructure2-1.com/.a/6a00d83455e7aa69e20120a4f5f2ef970b-800wi" title="Vmware" /></a></p>
<p><font face="Verdana" size="2">At the Microsoft Virtual Analyst Meeting, Muglia chirped happily that he was gaining hypervisor market share every day. Although we think that must be true, we couldn't get any of the underlying data so we couldn't de-spin it. As we continue to muck about in the Cloud and Utility Datacenter, it's pretty clear that's still all about VMware. So what does the future portend? I continue to think that Microsoft is strongly in the game. The most recent financial reports give an interesting perspective on this. VMware has suffered a year of quarter-over-quarter declines in license revenue, buffered somewhat by rising service revenues. This isn't necessarily a bad report, but at the most recent report Microsoft reported that System Center - the System Management tool that in the end is probably what VMware competes with - grew at a very healthy year-over-year rate of 30% (independently we have heard that it is about a $1.5B/year product. That suggest that System Center is significantly bigger than VMW (comparing apples to apple if that is possible) and growing much more rapidly. As we said, it would probably be premature to count Microsoft out now.</font></p></div>
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    <entry>
        <title>The Cloud (Dessert Topping or Floor Cleaner)?</title>
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        <published>2009-08-14T15:26:56-07:00</published>
        <updated>2009-08-14T15:26:56-07:00</updated>
        <summary>John and I have done a lot of interviews with Cloud "experts" over the last few months (this is the fun part of our business, hunting down and talking to really bright people). On the one hand, a lot of...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        
        
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<div xmlns="http://www.w3.org/1999/xhtml"><p> <font face="Verdana" size="2">John and I have done a lot of interviews with Cloud "experts" over the last few months (this is the fun part of our business, hunting down and talking to really bright people). On the one hand, a lot of the analysis bandied about is malarkey (to be polite). Enterprises won't jump into public clouds to save buckets of money any more than we've all given up our cars to drive Hertz Rent-a-Cars instead (shouldn't they be a lot cheaper for the same reasons, huh?). On the other hand, we've been talking to many of the most successful ventures using Amazon (primarily, and other Cloud providers) and the stories are very interesting. There seem to be two important takeaways for me: (1) The cloud is software gurosity unleashed. A team of brilliant programmers and system architects can make incredible things quickly when unfettered from the nasty bits of buying and running the hardware infrastructure; (2) For speculative ventures, it's hard to beat the economics of pay-as-you-go. VC's like the Cloud because they don't have to by capital equipment with great impact during the early stages of the venture in terms of getting real product development bang for the buck. But it's also clear from these stories that the same benefits carry forward into real service operation especially if the success of the service is unpredictable, especially on the upside. One more time, we seem to be collectively overestimating the short term impact but probably underestimating the long term impact.</font></p></div>
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    <entry>
        <title>The Light at the End of the Tunnel (or is that a train coming our way?)</title>
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        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20120a4f5f102970b</id>
        <published>2009-08-14T15:25:51-07:00</published>
        <updated>2009-08-14T15:25:51-07:00</updated>
        <summary>How do you sense the turn about? It probably requires a basic understanding of calculus - the most important issue is the first derivative (no I'm not talking about bad investments!) and not the absolute value. For example, Cisco just...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cisco" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Economy" />
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<div xmlns="http://www.w3.org/1999/xhtml"><p><font face="Verdana" size="2"><span lang="EN">How do you sense the turn about? It probably requires a basic understanding of calculus - the most important issue is the first derivative (no I'm not talking about bad investments!) and not the absolute value. For example, Cisco just reported another really bad quarter in the sense that their revenues are nearly 20% under last year, and more or less the same is expected for next year. So how could John Chambers possibly have optimism other than too much Diet Coke in one afternoon? The answer is that the quarter-to-quarter and seasonable behavior is starting to look a lot healthier (the first quarter-to-quarter growth in a year). On top of that both Cisco and Microsoft have done an impressive job of ripping out cost, so if revenues start to rise they are both in a pretty good position to move forward and do body damage to their less sturdy competitors (what normally happens in a downturn is that the strong get stronger).</span></font></p></div>
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    <entry>
        <title>Google Wave</title>
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        <published>2009-07-14T17:03:00-07:00</published>
        <updated>2009-07-14T17:03:00-07:00</updated>
        <summary>The announcement at Google I/O that made the biggest waves was Wave — a provocatively interesting collaboration tool. Wave consists of a Cloud component — the distributed infrastructure that enables a worldwide set of collaborators to share a structured document...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud applications" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Google" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Google Wave" />
        
        
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&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;The announcement at Google I/O that made the biggest waves was Wave&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;a provocatively interesting collaboration tool. Wave consists of a Cloud component&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;the distributed infrastructure that enables a worldwide set of collaborators to share a structured document (the &amp;quot;Wave&amp;quot;) and a client component that actually provides the collaboration tool. It&amp;#39;s really important to understand that Wave is not a demonstration why the Cloud obviates the need for a PC. The Wave client is implemented as a &amp;quot;browser&amp;quot; application (part of the Windows/HTML5&amp;#0160; debate discussed briefly in the last issue). Wave wouldn&amp;#39;t be interesting without the part that runs on your laptop. The most interesting criticism of Wave has come from Ray Ozzie. His comments at the Churchill Club were very thoughtful&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;if anyone appreciates a clever collaboration application it&amp;#39;s Ray since he&amp;#39;s been building them since college. His point is for most purposes Wave is overkill and much more complex than needed, comparing Wave to Live Mesh and its precursors Groove and Lotus Notes. We run our business on Groove, and Ray is right&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;for 99% of what we do Groove is sufficient.&amp;#0160; In Live Mesh, Ray has pared down the complexity of Groove enormously because it assumes that the heavy lifting is done by Cloud services (permitting the client footprint to be smaller). To implement Microsoft&amp;#39;s desktop/phone/Cloud integrated vision Live Mesh is much more suitable than Wave, no doubt. And there is every reason to believe that the Cloud part of Wave could be implemented in Azure and the client component in Windows far easier than in HTML5. This does not distract from the fact that Wave is one of the best examples of a &amp;quot;killer&amp;quot; Cloud app&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;something that will deliver real value (Ozzie&amp;#39;s question is the breadth of the use cases compared to those that Groove or Live Mesh enable) and that absolutely could not have been developed without the integrating Cloud collaboration services.&lt;strong&gt; &lt;/strong&gt;&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
    <entry>
        <title>Flashes into the Google Kimono</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/flashes-into-the-google-kimono.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/flashes-into-the-google-kimono.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e201157220fcbc970b</id>
        <published>2009-07-14T17:01:00-07:00</published>
        <updated>2009-07-14T17:01:00-07:00</updated>
        <summary>Google is very cryptic about everything (excessively if you ask us) creating an environment not unlike celebrity watching where a table napkin used by Julia Roberts would be a revered souvenir. There have been a couple of Google disclosures in...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Data Center" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Google" />
        
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
<div xmlns="http://www.w3.org/1999/xhtml"><p><span style="FONT-FAMILY: 'Verdana','sans-serif'; FONT-SIZE: 10pt">Google is very cryptic about everything (excessively if you ask us) creating an environment not unlike celebrity watching where a table napkin used by Julia Roberts would be a revered souvenir.   There have been a couple of Google disclosures in the last few months that are really interesting. First, in April, Google held a meeting to tell IT leaders about their power and carbon practices. Google has achieved amazing power utilization efficiency (the percentage of power that actually goes to running the IT) and continues to improve with fascinating innovation. One source of power inefficiency is battery backup, since many data center designs create battery voltage and then reconvert to data center voltage. The Google design puts a little backup battery on each server as a smart (from a systems point of view) but intuitively unexpected solution. Google authored a book (<em><a href="http://rs6.net/tn.jsp?et=1102639934823&amp;s=657&amp;e=001rFtmp-1GwSWTbxbrI-7Ksma9bBHZdEStmVlvm7bNIa4jXgm6BIM8Q5hTaBKqejDgNXx9xXZScpse5ajhHGLGVBiEpygWraXUd8U6ofPRXtiO2TNMan5vhLXk2e_zPNKs1Dnx-Znt8CGfTPaGE8zXMRl7RoSfj3HWCB53DOg1DsNKo_-0LM2PQQ==" target="_blank"><strong><span style="TEXT-DECORATION: none"><font color="#00458c">The Data Center as a Computer</font></span></strong></a></em>) that by their direction is available as a free PDF for download. It provides more insights into the design and operation of large data centers. If you want one of Larry Page's napkins you'll have to look on eBay.</span></p></div>
</content>


    </entry>
    <entry>
        <title>Cloud Wisdom</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/cloud-wisdom.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/cloud-wisdom.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e201157220fb75970b</id>
        <published>2009-07-14T17:00:00-07:00</published>
        <updated>2009-07-14T17:00:00-07:00</updated>
        <summary>The Structure 09 panel of successful Cloud practitioners (all the right places and people) had some real insight. Last year the key takeaway was scalability — if you didn't know how you were going to scale it would certainly kill...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud applications" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Structure 09" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;The Structure 09 panel of successful Cloud practitioners (all the right places and people) had some real insight. Last year the key takeaway was scalability&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;if you didn&amp;#39;t know how you were going to scale it would certainly kill you if you started to succeed. The wisdom this year was at a higher level, and the first part might be summarized by (a) think at the system level, (b) think probabilistically (bad things happen rarely but frequency with large numbers) and (c) it&amp;#39;s really useful to own your own stack and be able to make everything work well together (this all speaks well to the Cisco UCS value proposition but that&amp;#39;s a longer story). The second part was that humans are still the key to effective solutions and the ultimate cause of most problems (that was the Google perspective after 10 years and maniacal focus on tools and automation!). The broader wisdom at the meeting was that it really is mostly about virtualization (as a key enabler of pre-existing concepts) and utility computing, and it all makes sense if we stop elevating &amp;quot;Cloud&amp;quot; to something new and magical (as we here at IRG have concluded as well).&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
    <entry>
        <title>The Cloud for the Rest of the World</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/the-cloud-for-the-rest-of-the-world.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/the-cloud-for-the-rest-of-the-world.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20115712c7bd3970c</id>
        <published>2009-07-14T16:59:00-07:00</published>
        <updated>2009-07-14T16:59:00-07:00</updated>
        <summary>One of the most interesting talks at Structure 09 was by our old IBM friend Willy Chiu. We first met Willy when he did performance work related to WebSphere and then talked to him as he built their high-performance test...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud applications" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Data Center " />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Structure 09" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;One of the most interesting talks at Structure 09 was by our old IBM friend Willy Chiu. We first met Willy when he did performance work related to WebSphere and then talked to him as he built their high-performance test labs to help customers with large Web applications. For the last few years he has been driving the construction and use of large Cloud labs around the world.&amp;#0160; What Willy talked about at S09 was some of the really interesting use cases he&amp;#39;s discovered &amp;quot;elsewhere&amp;quot; (not the&amp;#0160; high-tech, geeky focus that dominates much of the Cloud dialog). These are really interesting. Suppose you are a country like Vietnam that wants to invest in industry development. The Cloud (and we would add wireless communication) is complete game changing. A government or economic development agency can put in a modest (by Google or Amazon comparison for sure) Cloud data center and quickly create on-demand infrastructure to use (this is analogous to the use of Amazon by startups today except startups are a very small part of the US IT economy but could be the dominating part of a development economy).&amp;#0160; This not only provides a lot of painless infrastructure, removing from entrepreneurs the task of buying, installing, connecting and running their own computers, but also lets the government provide standard solutions or stacks further reducing the IT knowledge needed to use IT. Maybe we&amp;#39;ve all been looking in the wrong place for where the Cloud will take off. The implications are broad. If this vision is right then the issue isn&amp;#39;t the trickiness needed to enable the construction of the next Twitter, Facebook or Wave&lt;/span&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 9pt"&gt; —&lt;/span&gt;&lt;/strong&gt;&lt;strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt; &lt;/span&gt;&lt;/strong&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;the focus is how to make the basics really easy to use for what we would think of as completely boring (but certainly green field) applications.&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
    <entry>
        <title>Clouds and  CDN's </title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/clouds-and-cdns-.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/clouds-and-cdns-.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20115712c7a62970c</id>
        <published>2009-07-14T16:56:00-07:00</published>
        <updated>2009-07-14T16:56:00-07:00</updated>
        <summary>As long time CDN followers we're fascinated by the question of how to get the best performance out of Cloud applications. This certainly includes incorporating traditional CDN capabilities (such as edge caching) but the more interesting question to us is...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="CDN" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud" />
        
        
<content type="xhtml" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
<div xmlns="http://www.w3.org/1999/xhtml"><p><span style="FONT-FAMILY: 'Verdana','sans-serif'; FONT-SIZE: 10pt">As long time CDN followers we're fascinated by the question of how to get the best performance out of Cloud applications. This certainly includes incorporating traditional CDN capabilities (such as edge caching) but the more interesting question to us is what a higher level platform (Azure for example) can do to achieve the performance without requiring the programmer to understand the issues or CDN's. We know the Azure team is thinking about this (MS has built out an internal CDN for many separate reasons) but so far they haven't given many details. At Structure 09, CDN's were often discussed, but in a somewhat confusing way. Paul Sagan, President and CEO of Akamai, gave one of the more coherent business presentations focusing on the high level benefits of Cloud computing (e.g., energy efficiency) and then the role CDN's must play making Cloud applications high performance.  Many of the big Cloud guys talked about CDN's too, but what they said was that CDN's had become commodity technology, and although they all believed in the value of edge caching (and internal caching for that matter) most just rolled their own and/or happily played the leading vendors off against each other. We think that the question becomes simpler and clearer if one views "private Clouds" as what people are doing with virtualization in private, consolidated data centers. For these many customers rolling your own CDN isn't an option, and we think that these utility data centers will be more important than public clouds (economically) for a long time to come.</span></p></div>
</content>


    </entry>
    <entry>
        <title>Best Joke at Structure 09</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/best-joke-at-structure-09.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/best-joke-at-structure-09.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20115712c7941970c</id>
        <published>2009-07-14T16:55:00-07:00</published>
        <updated>2009-07-14T16:55:00-07:00</updated>
        <summary>In his fireside chat, Marc Benioff kept using the term aZUNE to refer to Microsoft's Cloud Platform. You have to wonder if the naming mavens thought of this when they picked Azure? The second best joke was when the Google...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud applications" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Google" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Microsoft" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Structure 09" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;In his fireside chat, Marc Benioff kept using the term aZUNE to refer to Microsoft&amp;#39;s Cloud Platform. You have to wonder if the naming mavens thought of this when they picked Azure? The second best joke was when the Google guys were pointing at interesting things Google had published and kept saying &amp;quot;if you ‘Bing&amp;#39; for it you will find it.&amp;quot; There were lots of Cloud puns but generally you &amp;quot;had to be there.&amp;quot; BTW, Azure was delightfully well represented at the meeting and on the side reported that they are on track for announcing pricing this summer and a commercial release by the end of year (what they said at the STB analyst meeting as well). Remember that Azure isn&amp;#39;t competing with Amazon (selling raw VM&amp;#39;s). The MS goal is to provide the preferred Cloud solution for their 3MM developers and 400,000 business partners. So far they are on the path of under committing and over delivering, and letting the market tell them what they should focus on next.&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
    <entry>
        <title>Cloud Squeezing</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/cloud-squeezing.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/cloud-squeezing.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e201157220f635970b</id>
        <published>2009-07-14T16:52:00-07:00</published>
        <updated>2009-07-14T16:52:00-07:00</updated>
        <summary>The VC panel at Structure 09 was quite interesting, as was the case last year. There was uniform reticence about investing much in capital expensive infrastructure: one VC said that when someone comes in with a pitch on how they...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cloud applications" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="Structure 09" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="VC" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;The VC panel at Structure 09 was quite interesting, as was the case last year. There was uniform reticence about investing much in capital expensive infrastructure: one VC said that when someone comes in with a pitch on how they will be more cost effective than Amazon they just laugh. This evolved into a deeper discussion on the problem that it poses for investing in valuable infrastructure management software and systems as well. There is growing appreciation that it makes sense to learn in large Cloud environments and use that learning to design products for the broader market (this is Microsoft&amp;#39;s System Center strategy for example) which makes the larger Cloud providers very interesting early customers to serve.&amp;#0160; However a very large fly in the ointment comes from the Amazon business model:&amp;#0160; Bezos is a retailer, and like all successful retailers, is very good at cost minimization. As he tells his investors, the good part of having a low profit margin is the large barrier to entry it creates for smaller competitors given Amazon&amp;#39;s experience and economies of scale. As an expected consequence, Amazon, like WalMart, is very good at squeezing suppliers, including software suppliers. Google proudly pays no software license fees on their 2MM servers, and Amazon clearly pays as little as possible. So if you hoping to make good money selling innovative stuff to Amazon and learn from the experience (or any other large Cloud provider) think again.&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
    <entry>
        <title>A Tale of Two Forecasts</title>
        <link rel="alternate" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/a-tale-of-two-forecasts.html" />
        <link rel="replies" type="text/html" href="http://www.infrastructure2-1.com/peter_christy/2009/07/a-tale-of-two-forecasts.html" thr:count="0" />
        <id>tag:typepad.com,2003:post-6a00d83455e7aa69e20115712c71ff970c</id>
        <published>2009-07-14T16:44:00-07:00</published>
        <updated>2009-07-14T16:44:00-07:00</updated>
        <summary>In the last few months, Cisco and EMC both published their latest forecast for the growing digital universe. They couldn't be more different in nature. The Cisco forecast (the continuing focus of Arielle Sumits and others) represents Cisco's best effort...</summary>
        <author>
            <name>Internet Research Group</name>
        </author>
        <category scheme="http://www.sixapart.com/ns/types#category" term="Cisco" />
        <category scheme="http://www.sixapart.com/ns/types#category" term="EMC" />
        
        
<content type="html" xml:lang="en-US" xml:base="http://www.infrastructure2-1.com/peter_christy/">
&lt;div xmlns="http://www.w3.org/1999/xhtml"&gt;&lt;p&gt;&lt;span style="FONT-FAMILY: &amp;#39;Verdana&amp;#39;,&amp;#39;sans-serif&amp;#39;; FONT-SIZE: 10pt"&gt;In the last few months, Cisco and EMC both published their latest forecast for the growing digital universe.&amp;#0160; They couldn&amp;#39;t be more different in nature.&amp;#0160; The Cisco forecast (the continuing focus of Arielle Sumits and others) represents Cisco&amp;#39;s best effort to absorb the many public and private bandwidth forecasts they have access to, and to synthesize that all into an integrated whole. It&amp;#39;s hard work, and always a work in progress, but an incredibly valuable contribution for the rest of us. Cisco has always been willing to entertain discussions on the methodology and data which in turn have provided additional valuable insight.&amp;#0160; EMC republishes an IDC White Paper they sponsored.&amp;#0160; There is no stated methodology. The data is from other IDC reports that they are happy to sell you but don&amp;#39;t share with EMC or us. EMC has no ability to discuss the content or to validate the study. Guess which one we like better.&lt;/span&gt;&lt;/p&gt;&lt;o:p&gt;&lt;/o:p&gt;&lt;/div&gt;
</content>


    </entry>
 
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