An application war is brewing in the cloud

An application war is brewing in the cloud
It’s like the history of enterprise computing, played out in months and years instead of decades.
Just give me my !%!%! apps, already!
Oracle arguably set this strategy in motion when it acquired its way to a complete infrastructure-plus-applications portfolio to lower customer acquisition costs and improve its competitive differentiation for CIOs. IBM and Microsoft also went that route, though to differing degrees and in different ways.
Cloud-computing platform vendors are going to have to do the same thing, except they don’t have the luxury of waiting.
http://news.cnet.com/8301-13505_3-10422861-16.html
Today’s cloud-computing vendors focus on infrastructure, but that won’t be the case for long. It can’t be. As competing vendors seek to differentiate themselves, they’re going to move “up the stack” into applications.

It’s like the history of enterprise computing, played out in months and years instead of decades.

Just give me my !%!%! apps, already!

Oracle arguably set this strategy in motion when it acquired its way to a complete infrastructure-plus-applications portfolio to lower customer acquisition costs and improve its competitive differentiation for CIOs. IBM and Microsoft also went that route, though to differing degrees and in different ways.

Cloud-computing platform vendors are going to have to do the same thing, except they don’t have the luxury of waiting.

http://news.cnet.com/8301-13505_3-10422861-16.html

Today’s cloud-computing vendors focus on infrastructure, but that won’t be the case for long. It can’t be. As competing vendors seek to differentiate themselves, they’re going to move “up the stack” into applications.

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