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Director, OpenShift Strategy at Red Hat. Founder of Rishidot Research, a research community focused on services world. His focus is on Platform Services, Infrastructure and the role of Open Source in the services era. Krish has been writing @ CloudAve from its inception and had also been part of GigaOm Pro Analyst Group. The opinions expressed here are his own and are neither representative of his employer, Red Hat, nor CloudAve, nor its sponsors.

11 responses to “Microsoft's Huge Cloud Problem”

  1. nenshad

    Hi Krishnan,

    I’d like to summarize my perspective from our Twitter discussion a couple of nights ago. Microsoft has limitless market reach and R&D resources that make them very tough to discount. I have seen numerous entrepreneurs make bets time and time again that Microsoft would not succeed in their specific market, resulting in those entrepreneurs being successful for a period of time until Microsoft decided to get serious in their particular space, at which point it was then game over for them. It’s also very important to remember that despite how quickly this market is evolving, we are still in the VERY early days of cloud computing, and MSFT have almost always been followers and can wait for others to trailblaze given the size of their balance sheet. Once other vendors get the economic, technological, and business model just right, Microsoft can replicate these learnings and use their scale to obliterate the competition.

    I think it is also worth remembering the MASSIVE reach .NET development and Visual Studio have in the marketplace especially in the SMB space, exactly the place where cloud economics are transformative for IT operations by delivering application functionality that was never available to that market before. Given the massive cloud hype, imagine how many .NET developers would love to jam their current applications onto Azure & say “yup, we’re cloud” by leveraging Visual Studio’s push button deployment, and how many SMB’s who already understand and trust Microsoft’s infrastructure would find that appealing.

    In summary, while I have no ability to predict the future and completely see the tight logic of your arguments, I would also say it is way too early to declare any winners in a hyper volatile market, and Microsoft has the resources and acumen to figure it out.

    Best Regards,


  2. Krishnan Subramanian

    Nenshad, I am with you regarding who the winner and loser will be. It is too early to call anyone a winner.

  3. Clive Boulton

    Does it come down to who is best to provision frictionless secure trusted business via the cloud?

    Currently I’d hazard a guess Microsoft is deliberately ‘cloudy’ about it’s market place intentions for Azure. Why tip off Google…

    Leaving the pundits to scoff over comparative cloud computing technology and the established market place players misreading the tea-leaves.

    Consider Microsoft combines an understanding of the SMB market place and has the channel and technological capabilities to innovate new products for the mass market like few other players.

    Layer on the big shift, an exponential growth in new devices, laptops, smart phones, sensors. Who is going to orchestrate solutions from all the data generated?

    Amazon and Google offer are Cloud based aim at start-ups or consumers. But on premise web services as know them have failed.

    I cannot connect to order a pizza, or buy an plane ticket without logging into a business web site.

    Making a dentist appointment on line is still out of reach; and linking to insurance a pipe dream.

    Who has the DNA to solve this problem and make a profit doing so…

  4. Manuel

    A likely scenario is that MSFT will lead the development of applications in private clouds (which is where it has the most supporters) while GOOG will dominate applications of larger scale outside corporate firewalls. If this happens the key question would be what segment is bigger and more profitable.

  5. rthomas

    Azure is available in PHP
    and Azure web server run PHP.

    Microsoft have local representative for assistance and legal issue, other player don’t have this.

  6. Alex Espinoza

    Hi Hi Krishnan,

    I started writing my opinion on your article and it became pretty big. So I created a blog post about it. We can continue discussing here if you like.

    Blog Post: