Mobile and Cloud Platform Wars
IDC: 2012 will be the year of mobile and cloud platform wars as IT vendors vie for leadership; http://eicker.at/MobileCloudWars
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Gerrit Eicker
Software
Andreessen: Software is eating the world – virtually and in the physical world; http://eicker.at/Software
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Gerrit Eicker
Andreessen: “This week, Hewlett-Packard (where I am on the board) announced that it is exploring jettisoning its struggling PC business in favor of investing more heavily in software, where it sees better potential for growth. Meanwhile, Google plans to buy up the cellphone handset maker Motorola Mobility. Both moves surprised the tech world. But both moves are also in line with a trend I’ve observed, one that makes me optimistic about the future growth of the American and world economies, despite the recent turmoil in the stock market. – In short, software is eating the world. … Why is this happening now? … Over two billion people now use the broadband Internet, up from perhaps 50 million a decade ago, when I was at Netscape, the company I co-founded. In the next 10 years, I expect at least five billion people worldwide to own smartphones, giving every individual with such a phone instant access to the full power of the Internet, every moment of every day. … Software is also eating much of the value chain of industries that are widely viewed as primarily existing in the physical world. … Companies in every industry need to assume that a software revolution is coming. This includes even industries that are software-based today. … Instead of constantly questioning their valuations, let’s seek to understand how the new generation of technology companies are doing what they do, what the broader consequences are for businesses and the economy and what we can collectively do to expand the number of innovative new software companies created in the U.S. and around the world.”
Gerrit Eicker
High vs. Low IT Industries
Brynjolfsson, MIT, finds a widening gap between profits of high and low IT industries; http://eicker.at/ITindustries
Gerrit Eicker 09:08 on 29. December 2011 Permalink |
IDC: “One year ago, International Data Corporation (IDC) predicted that the IT industry’s next dominant platform, built on mobile computing, cloud services, social networking, and big data analytics technologies, would begin its transition into the mainstream. Today, spending on these technologies is growing at about 18% per year and is expected to account for at least 80% of IT spending growth between now and 2020. With future market revenues at stake, IDC predicts that 2012 will be marked by some of the first high-stakes battles as companies seek to position themselves for leadership in these critical and fast-growing technology areas. … Overall, IDC predicts that worldwide IT spending will grow 6.9% year over year to $1.8 trillion in 2012. As much as 20% of this total spending will be driven by the technologies that are reshaping the IT industry – smartphones, media tablets, mobile networks, social networking, and big data analytics. … 2012 will also be the Year of Mobile Ascendency as mobile devices (smartphones and media tablets) surpass PCs in both shipments and spending and mobile apps, with 85 billion downloads, generate more revenue than the mainframe market. The mobility market will see heated competition in 2012 as Microsoft joins the crucial battle for dominance in the mobile operating system (OS) market and the Kindle Fire challenges the iPad in the media tablet market. … Competition will also characterize the world of cloud services in 2012 as the strategic focus shifts from building infrastructure to the creation of application platforms and ecosystems. Here the battle for enterprise platform dominance is just getting underway with established players like IBM, Microsoft, and Oracle facing serious challenges from Amazon, Google, Salesforce.com, and VMware. … Social networking technologies – especially where they are being accelerated by mobile technologies – will be recognized as a mandatory component in every major enterprise IT vendors’ strategy. As a result, IDC expects a number of major IT vendors to make ‘statement’ acquisitions in social business while others continue to expand their community platforms. … Finally, Big Data will earn its place as the next ‘must have’ competency in 2012 as the volume of digital content grows to 2.7 zettabytes (ZB), up 48% from 2011. Over 90% of this information will be unstructured (e.g., images, videos, MP3 files, and files based on social media and Web-enabled workloads) – full of rich information, but challenging to understand and analyze. … The number of intelligent, communicating devices on the network will outnumber ‘traditional computing’ devices by almost 2 to 1 within next 24 months, changing the way we think – and interact – with each other and devices on the network.“