Apple margin per device – expressed in Chinese
[Image by Sven Teschke] An article in the New York Times published 2 days ago suddenly gained a lot of traction and got discussed, reposted and reblogged today: Apple making money off of the United States, while directly employing “only” twice as many employees in the US than overseas – but indirectly more than ten [...]
If I wanted to have the great firewall of America
Image via Wikipedia This is one of the most difficult blog entries to write, one it is hard to tell the truth, and in some ways I think the sponsors and supporters of SOPA are trying to pull a fast one. I am reminded of the scene is the Wizard of OZ where Dorothy is [...]
Eucalyptus Targets Asia
Image via CrunchBase Eucalyptus Systems (see previous CloudAve coverage), the academic project turned commercial vendors that helps enterprises build private clouds, is now focussing on the Asian markets. In 2010, Eucalyptus focussed on releasing their new version and strengthening their partnerships with companies like Redhat, rPath and newScale. They are turning their attention in 2011 [...]
Virtual Nonsense All the Way Down the Drain. A Twisted (?) View of US vs China
I don’t often recycle older posts in full – but sometimes I get all worked up, want to “blog it out of my system” only to discover I’ve already said it all. That’s how I feel about the explosion of virtual goods. So there it is, vintage July 2009, still valid, except this time I’d [...]
Handful Of Monopoly Infrastructure Players – Not So Fast
This is the second post on the topic I have been emphasizing on many different forums. My earlier post, Handful Of Monopoly Infrastructure Players – A Shortsighted Idea, laid out philosophical and economic reasonings against the idea of the emergence of handful of infrastructure providers. This idea is a pet theme for many cloud pundits. [...]
Google's Shot at the Waterline with China
Yesterday Google dropped the biggest corporate bombshell in recent memory with the announcement that they are reviewing their operations in China following a very sophisticated cyber attack against Google and some 20 other companies (including Rack Space) that targeted intellectual property and the Chinese dissident community. This has implications that go far beyond the explosion [...]
Massive Bittorrent Site Closures in China
The Chinese government has been busily shutting down Bittorrent sharing sites over the last 10 days causing a rush to download across China according to Sina. The rush to download has degraded Bittorrent services with the remaining servers that are still up and running. As the largest BT download website in China with 5 million [...]
The End of Cloud Computing? Chavez to Bomb the Clouds..
Image via Wikipedia Well, not really *that* Cloud.. but it’s the weekend (for a few hours), so lightweight posts are in order. Reuters reports: Venezuela’s President Hugo Chavez says he will join a team of Cuban scientists on flights to “bomb clouds” to create rain amid a severe drought that has aroused public anger [...]
What We Must Learn from Asia
I run a monthly meeting called the VCA that represents the majority of Southern California venture capital firms. My goal is to bring in informative speakers who stretch our collectively thinking on topics that will influence our investment strategies and use it as a way for us to share our experiences in ways that I [...]
Virtual Worlds and a Twisted View of US vs. China
We’re obviously focusing on Web Apps here @ CloudAve, but mostly productivity, business apps and their supporting infrastructure – we’re clearly not the destination to come to for news about video, music, games..etc. So consider this a personal rant. <rant> Virtual Worlds, such as World of Warcraft, Entropia Universe, Habbo Hotel, Club Penguin and Second [...]
Another Telco Goes Cloudy
I have a friend who works within a telco on strategy who has an oft-repeated mantra that telcos were the original SaaS vendors – monthly billing, consumption based billing, accessible support (OK this is perhaps debateable) and rapid scalability all parallels nicely with what we see as part and parcel of SaaS. It’s therefore sensible [...]
If Only Tank Man Had Twitter
Today is the Anniversary of Tiananmen Square. Tiananmen square what? How can a square have an anniversary? For at least another generation people can no longer think of the square anymore, but the massacre that put an abrupt end to two months of protests. It’s easy to forget about, but we shouldn’t – this is [...]



