Software Pulse
April 28, 2010

Battle in the CloudBattle in the Cloud

Marten Mickos of Eucalyptus Systems, Chris Barbin of Appirio, Peter Coffee of and Kamesh Pemmaraju of Sand Hill Group take a stand on what’s important in the evolution of the cloud computing market.

By M.R. Rangaswami, Sand Hill Group

Is a private cloud really a cloud? Do virtualization and SaaS software “count” as cloud initiatives? Is cloud computing the end of IT?

The cloud computing marketplace is expanding rapidly with customers adopting a variety of technologies, models and strategies to drive business value in their companies.

Our"Leaders in the Cloud" study and debate at last month’s Cloud Connect conference showed that the multitude of approaches to cloud success has not only led to a debate over solutions but also to controversy over terminologies.

In this article, Appirio CEO Chris Barbin, Eucalyptus Systems CEO Marten Mickos, Director of Platform Research Peter Coffee and Sand Hill Group Cloud Research Director Kamesh Pemmaraju present their perspectives on what “counts” in the rapidly emerging “Battle of the Cloud.”


Webinar Tommorow:
Software CEO Outlook 2010 - New Decade, New Realities

A new study of more than 100 CEOs and CFOs predicts big changes for the year ahead in the software business. Join M.R. Rangaswami of Sand Hill Group on April 29 at 11:00am PT (2:00pm ET) as he presents key findings and discusses their implications with CEOs and CFOs from Zuora, Big Machines, Adaptive Planning and Intacct. Click here to find out more and register for this important discussion.

More Tributes for C.K. Prahalad

C.K. PrahaladTCS vice chairman and former CEO S. Ramadorai said compared time with C.K. Prahalad to “taking a holy dip in the Ganges of intellectual thought.” M.S. Krishnan credits C.K. with helping him "connect technology and social architecture as the two pillars of business innovation. Read more remembrances and praise for the business guru who pioneered many new paths of success for the software industry in this post to a special blog devoted to remembering C.K.

Strategy Matters: Tackling Cloud Performance

Eric Wolford

Eric Wolford of Riverbed Technology talks to Carl Tsukuhara of Marketing Arts about overcoming the cloud’s “dirty little secret” in this excerpt from a new podcast on the “Strategy Matters” blog.

Tech 2010: A Year of Opportunity

Ken Salgado

Ken Salgado of Moss Adams takes a 10,000-foot view of the software industry and sees a year of positive developments in this post to the Blog on Predictions for 2010.

Why Business Needs Should Shape IT Architecture

To get the most out of these programs, organizations must ensure that they are led by people with the right skills, connections, and attitudes. Read why in this article from The McKinsey Quarterly.

Poll: Are Private Clouds Really Clouds?

Do private clouds maintained by individual enterprises constitute a legitimate deployment of the cloud computing model?
Take our Pulse Poll >>

Top Stories from the Past Week

  1.’s partnership with VMware: Offense, defense or something in between? (ZDNet)
  2. Enterprise software: awaiting an outbreak of merger mania (Barrons)
  3. VMware profits up 12% on jump in revenues (WSJ)
  4. Strong PC sales boost Microsoft’s bottom line (
  5. McAfee’s shutdown apology may be too little, too late (Yahoo! News)

The Latest Software Business News on

All Headlines: Oracle president says 22% annual fees are great for CIOs.

VC Activity: Marketo receives $10 million.

M&A Deals: pays $142 million for Jigsaw.

Executive Moves: Former Sun CFO Michael C. Lehman named CFO of Palo Alto Networks.

Quote of the Week

“Software vendors are flush with cash given the cash-flow rich nature of the software model and more than a handful of vendors have even recently raised additional capital.”

- FBR Capital analyst David Hilal on the coming boom in software M&A

This Week's Sponsor


OpSource delivers a complete Web operations solution for software as a service and web companies. Many of the largest software companies and the most innovative web companies have selected OpSource as their Web operations partner. By doing so, they are able to focus their resources on building on-demand businesses, rather than investing in and managing the complex and costly infrastructure 24x7, staff and services necessary for successful web application delivery. Providing everything but the application itself, OpSource is the only Web operations company whose customers pay only for what they sell, not for the resources they consume. Find out more.

Software Pulse

Software Pulse is a publication of, the online resource for software business strategy.

To subscribe, click here.

To unsubscribe see the bottom of this email.

Send us your feedback,
click here. is published by Sand Hill Group, which provides investment and management advice to emerging leaders in the $600 billion enterprise software, services and solutions market. Sand Hill Group produces the Software and the Enterprise series of conferences for industry executives, and authors research reports on cutting-edge technology topics.

Share Your Insight wants to publish your opinions. Email your insight on the software business to editor, Maryann Jones Thompson.