Friday, January 7, 2011

Cloud Computing: Less Adoption Near Term; More Than You Think Long Term

It would be entirely within historical precedents for cloud-based enterprise software to achieve less near-term revenue success than analysts expect, but more success than anticipated long term. That, in fact, is a common experience for truly-important and successful innovations.

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Compute Cash Flow: Infrastructure Tends to Lead Other EcosystemRevenue Streams

Some observers rightly note that the “time to revenue” for high-performance computing “as a service” suppliers is crucial. At the moment, fo...