Amazon’s Cloud Revenues, Examined
Grazed from InformationWeek. Author: Charles Babcock.
Amazon.com’s Web Services unit is gaining larger cloud customers than the developers and startups who first found a home on its EC2 compute service. That’s one reason two analyst houses have come out with upside predictions for the firm.
The previously faltering stock moved toward recovery yesterday after Morgan Stanley analyst Scott Devitt upgraded his rating on the NASDAQ-traded equity to "overweight." The stock went up $9.31, or 3.59%, in a day to close at $268.46 — its highest level ever. If it were broken out into a separate company today, AWS would be worth $19-$30 billion, with a share price of $41 to $66. The high end might be justified because Amazon’s EC2 is moving beyond startups to enterprise customers who are starting to rely on its services…


Android-powered device will bring cloud desktop computing to mass market, claims hardware giant. Dell has unveiled the newest product in its cloud client computing range – code-named Project Ophelia – during the second day of CES 2013.
Quickly and easily taking existing software into the cloud and modernizing it as SaaS applications is a hot topic for businesses of all sizes. Heirloom Computing is hoping to make it simpler for enterprises to take their mission-critical applications and both SaaS-enable and modernize them, giving customers the ability to run their legacy software while still receiving the benefits of cloud computing.
OpenStack remains the largest and most active open source cloud computing project, Network World notes. But research from Chinese blogger Qingye "John" Jiang suggests that momentum is building for CloudStack, and interest in Eucalyptus and OpenNebula remains strong. For cloud services providers (CSPs) and consultants, it’s critically important to track each of the four open source cloud platforms. Here’s why. During Q4 2012, interest in CloudStack grew faster than rival open source cloud platforms. But Jiang’s data shows that: