Sunday, November 02, 2008

Cnet on Microsoft's strategic move into cloud computing:
Microsoft also now understands that its platform must span every kind of device--PC, notebook, smartphone, car, home, etc.--and offline scenarios. Microsoft missed the Web search revolution, but it's not going to miss out on the much bigger revolution--the move to the cloud over the next two decades.

Google is building a competing ecosystem from the ground up with similar characteristics and a desire to attract millions of developers. Amazon is pushing its elastic computer cloud, and Rackspace, EMC, IBM, and many other companies are trying to get a piece of the action. Most the cloud companies are focused on hosting services, but the biggest piece will be platforms-as-a-service with developers creating and running their applications for on a cloud operating system.

Microsoft's best shot would be to go after the enterprise market. They can leverage MS Office installed base and enable access to shared documents and applications for smartphones, netbooks, laptops, etc. The enterprise market is a better business target because it allows Microsoft to move away from the ad-supported model where Google dominates.
As we discussed in the class last spring, the battle for the back-end, i.e. the cloud, is the next step in technology-business evolution of computing. Proliferation of smartphones, spurred by iPhone, is going to accelerate user adoption.

p.s. I wish blogger would allow me to draw diagrams!

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