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Global Investment Banking and Consulting

Forecast of the Clouds


(What is the weather
Tomorrow?)
• Mergers & Acquisitions
• Joint Ventures
• Strategic Alliances
July 2009
• Reorganizations
• Global Strategic Consulting

Private and Confidential


Private and Confidential
Global Investment Banking and Consulting

Recent Cloud Computing market activities


 Amazon Web Services
 Leading the industry with newer services,
 Added value 3rd party vendor market growing
 Open Source of their API rumored
 Microsoft
 Azure strategy growing, Office Live, Dynamics Live, etc.. And other key applications moved to the cloud
 Google
 Google AppEngine strategy, plus Google Apps being pushed more to the Enterprise.
 IBM
 Blue Cloud strategy, opening up Cloud Computing data centers in 13 areas in the world.
 Hybrid Cloud Computing strategy: ( Public Cloud ( Smart Business Test Cloud ) と Private Cloud ( Cloud Burst) )
 Oracle
 AWS EC2 sublicense, QWS S3 data backup service
 Acquisition of Coherence, Sun, BEA, Hyperion, Virtual Iron
 VMWare
 VMS-OS annoucement  Cloud Computing infrastructure technology
 v Sphere announcement  Cloud Computing business stratetgy
 Salesforce.com
 Force.com business model available through Amazon Web Service, Google AppEngine
 Force.com API open interface
 Rackspace ( Mosso)
 Acquisition of 3 Cloud Computing firms  Jungle Disk, SliceHost
 Partnership with CDN Vendor  Limelight
 Focus on Hybrid Computing Solutions for Enterprise demand

Big Fish eating Small Fish


Hybrid solutions (private/public clouds)
Focal point shifting to Enterprise
Open Software community as a threat 2
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Global Investment Banking and Consulting

What is a Cloud Computing solution made of?


 Attempt to group all of this into 3 groups
Office Unified Data as Storage as
CRM Communication
Tools a Service a Service Cloud
SaaS
Service ERP BPM etc.. Billing Security etc…
Computing

Application
Layer Open API Closed API Automated Disaster Detection/
PaaS (Ajax, RoR, etc..) IaaS
(APEX, etc..) Provisioning Recovery

Mgmt. Server Storage Network Desktop


Optimization • Remote V12N V12N V12N V12NVirtualization
Security Administration
Virtualization Admin • Automation Data File Application
etc…
types
• Disaster mgmt V12N V12N V12N
Platform
Layer
HypervisorsVMWare Citrix Microsoft others

HW technology
Server Technology Co-Location
Standards
• Dual  Quad Network Technology Technology

EPA
Regulation • Memory • 1GB/sec QoS
Facility • ISO 14000
• Green Grid
• Slots +  10GB/sec
• Energy Mgmt.
• Disaster Recovery
• etc… • Remote Mgmt.
Hardware
Layer Cooling Alternative Energy Data Center design
Infrastructure • Air • Solar • Container
• Water • Wind • Remote location
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Global Investment Banking and Consulting

Why is it hard to define Cloud Computing?

IT Manufacturers ISVs
Oracle 、 SAP 、 Salesforce.com E-Commerce
IBM 、 HP 、 Sun 、 Dell
re

Exp se to
c tu ity Amazon
HW u n
str mu

ba
E

and
. S xpa ra
er nd inf com

cus B
vic o I T or
e wn n
w e n d

SM
bu

tom
sin i zeo hV
es il is
Ut tabl

e
s

r
Es

Network Carriers Network service Cloud Market application


Internet Vendors
AT&T 、 Verizon growth
Computing Retain customer base
Google 、 Yahoo 、 Microsoft

wn rk Ne
o Added w
e to two Se Busi
u e Menu gm nes
val er n en s
d m to t
r ad sto
e u existing
u rth er, C services Pure Players
F ell
s Joyent 、 OpSource 、3 Tera 、
Re Enomaly 、
IT Distributors Hosting Companies
Ingram Micro 、 TechData Rackspace 、 GoGrid 、 Savvis 、
Terremark
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Global Investment Banking and Consulting

Cloud Computing market structure ( until recently )

One big cloud in the sky

Users
Load Balancing

Persistent

Windows
Memory
Storage

Added value

.NET
(SLA, features) SQL

PaaS

IaaS
Allow
Added
Value AWS
Business
Schema

Data Center Infrastructure Lower Op. Cost


Green IT
(V12N 、 SAN 、 I/O Virtualization 、 Energy Efficiency )

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Private and Confidential
Global Investment Banking and Consulting

Cloud Computing as it appears today (more players…)


Private
Private Cloud
Software as a Service Cloud Computing is Cloud
(SaaS) further defined
Private
Cloud
End
Service Layer
Complete Applications
Private Cloud is born
Users
Platform as a Service
(PaaS) Private Cloud
Public Cloud

Enabling Tools

Platform Layer
Application
Application Development / Software Environment / Scalability
Developers
Infrastructure as a Service
(IaaS)

Infrastructure Layer
Network
Virtualization / OS / Server Hardware / Storage / Networking
Architects

Public Cloud 6
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Where Cloud Computing will most likely go from now on….


Corporate in the Center
Public
Sys. Mgmt. Public
Cloud Choice of many Clouds e-Commerce
Cloud

Public Public
Public Server Public
Storage Authentication Public
Cloud Security Cloud Collaboration
Cloud Cloud Cloud

applications applications applications applications

Private Cloud layer


V12N + Auto Provisioning + Disaster Mgmt. + Metering/Billing + Security

IT Infrastructure IT Infrastructure IT Infrastructure


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Private and Confidential
Global Investment Banking and Consulting

One Step Further, and see the cloud from a corporate asset
view

Employee Asset Data Asset Application Asset

g Vers
b a l d a t a sharin Compliance io
Usag n Mgmt.
Glo a nalysis Storage Mgmt. e
Rea l t i m e Cost billing
r a l i z e d mgmt. Archive Cont
Cent r ol

Employee Asset Data Asset Application Asset


Talent mgmt. email SFM/CRM
Project Mgmt. document mgmt. E-Commerce
Business Intelligence E-Discovery ERP

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