Wall street journal article and market size?

[Rajeev Gupta]

Today’s Wall street journal has a front page article on cloud computing

 

Interesting number(s) on market size –

IDC - $42b by 2011 – segment definition as an emerging IT development, deployment and delivery model, enabling real-time delivery of product, services and solutions over the Internet

 

Gartner-$56.3 billion in 09

 

Merrill Lynch last year estimated $160 billion by 2011

 

What a variance – which segment is the driver – SaaS, PaaS or IaaS? I am struggling to find a breakdown to understand what truly constitutes the major segment of the cloud – or is it becoming everything “real-time” IT run on the Internet?

 

Thanks

Rajeev Gupta

CTO, Avankia

 

 

[dave corley]

Gartner's breakdown is that about 60% of the cloud services revenue today is associated with advertising revenue. They expect that percentage to grow to 70% over the next three years.

[Jim Starkey]

That rather begs Gartner's definition of cloud services. EC2 and S3
don't exactly get advertising revenue... Are we talking about the same
thing?

--
Jim Starkey
President, NimbusDB, Inc.
978 526-1376

[Raman Koovelimadom]

Reminds me of the articles published in 1998 about e-Commerce and vertical markets.

[Pietrasanta, Mark]

Of course not. That's probably mostly representing Google ad revenue.

GoogleApps (gmail, etc.) are not Cloud infrastructure, but since SaaS is now called Cloud Computing, I guess it qualifies.

-----Original Message-----
From: cloud-c...@googlegroups.com [mailto:cloud-c...@googlegroups.com] On Behalf Of Jim Starkey
Sent: Thursday, March 26, 2009 12:31 PM
To: cloud-c...@googlegroups.com
Subject: [ Cloud Computing ] Re: Wall street journal article and market size?


That rather begs Gartner's definition of cloud services. EC2 and S3
don't exactly get advertising revenue... Are we talking about the same
thing?

dave corley wrote:
> Gartner's breakdown is that about 60% of the cloud services revenue
> today is associated with advertising revenue. They expect that
> percentage to grow to 70% over the next three years.
>
> On Thu, Mar 26, 2009 at 8:07 AM, Rajeev Gupta
> <rajeev...@avankia.com <mailto:rajeev...@avankia.com>> wrote:
>
> Today's Wall street journal has a front page article on cloud
> computing
>
>
>

> Interesting number(s) on market size -
>
> IDC - $42b by 2011 - segment definition as an emerging IT

> development, deployment and delivery model, enabling real-time
> delivery of product, services and solutions over the Internet
>
>
>
> Gartner-$56.3 billion in 09
>
>
>
> Merrill Lynch last year estimated $160 billion by 2011
>
>
>

> What a variance - which segment is the driver - SaaS, PaaS or

> IaaS? I am struggling to find a breakdown to understand what truly

> constitutes the major segment of the cloud - or is it becoming

[Pietrasanta, Mark]

The B2B trading exchanges will change the way companies do business forever!  Commerce One will be the biggest company in the world!  Oh, wait…

 

 

From: cloud-c...@googlegroups.com [mailto:cloud-c...@googlegroups.com] On Behalf Of Raman Koovelimadom
Sent: Thursday, March 26, 2009 12:43 PM
To: cloud-c...@googlegroups.com
Subject: [ Cloud Computing ] Re: Wall street journal article and market size?

 

Reminds me of the articles published in 1998 about e-Commerce and vertical markets.

[Rajeev Gupta]

Amazing…

 

So it’s not SaaS, PaaS or IaaS – its “Advertising” as a Service J

 

If this is true I feel that “Cloud-computing” is over-used term and is a fast losing its original (what I thought) definition of utility computing.

 

It would be nice to know what is the “utility computing” market size.

 

 

 

From: cloud-c...@googlegroups.com [mailto:cloud-c...@googlegroups.com] On Behalf Of dave corley
Sent: Thursday, March 26, 2009 10:57 AM
To: cloud-c...@googlegroups.com
Subject: [ Cloud Computing ] Re: Wall street journal article and market size?

 

Gartner's breakdown is that about 60% of the cloud services revenue today is associated with advertising revenue. They expect that percentage to grow to 70% over the next three years.