Keep Your Head – and Money – Out of the Clouds
Grazed from Barron’s. Author: Tiernan Ray.
The fervor for disruption has become a fever. Last week I noted that cloud-computing software companies such as Salesforce.com (ticker: CRM) and Workday (WDAY) are the new stock-market darlings because they are disrupting the traditional businesses of Microsoft (MSFT) and Oracle (ORCL) and the like.
But the market’s appetite for everything cloud is rapacious, and those current darlings will have to soon make way for a flood of new stock issues. Some of the new players are essentially building the cloud itself: They’re building the infrastructure that is allowing computing work to move off of the server computers stored in an enterprise’s own data center, and instead be run at the facilities of a telecommunications operator or a hosting provider…


F5 Networks (NASDAQ: FFIV) announced today it is joining the OpenStack Foundation as a Corporate Sponsor. By supporting the rapidly emerging and popular OpenStack cloud software, F5 is demonstrating its commitment to evolving standards-based cloud platforms and providing customers with greater choice and flexibility in deploying public and private cloud solutions.
After first allying with Advanced Micro Devices (AMD) to build the servers for its next-generation cloud platform, Verizon today revealed it has enlisted NetApp to provide the storage. According to Tom Shields, director of service provider marketing for NetApp, the Verizon Cloud Compute and Verizon Cloud Storage platforms will be the first live instances of the hybrid storage cloud technology called Clustered Data OnTap that NetApp previewed last month.