October 6, 2009 10:29 AM PDT

Study: Amazon and Google rule the cloud

by Dave Rosenberg
  • Font size
  • Print
  • 19 comments

If recent research is any indication, Amazon.com and Google are winning the cloud game.

Evans Data on Tuesday released a report (registration required) on how developers perceive cloud service providers related to cloud services offerings, including their completeness and the companies' ability to execute on the vision.

Janel Garvin, the founder of Evans Data and the author of the report, provides excellent insight into the current state of the market and how quickly things could change, if certain large vendors (notably AT&T and Microsoft) got their acts together more quickly.

Given their robust services, it isn't surprising that Amazon and Google top the list. And although IBM, VMware, and Microsoft trail, each offers important components of cloud infrastructure.

Cloud leaders

Cloud leaders

(Credit: Screenshot by Dave Rosenberg/CNET)

In relation to private clouds, Garvin writes:

For private clouds, IBM has already taken the lead perceptually and is in an excellent position to dominate the market, going into the future. This is especially true amongst the largest corporations, (which) are most likely already IBM customers, as well as those who want the security and reliability of a vendor with an established reputation for excellence in the large enterprise space.

I've argued a number of times that big vendors like IBM and Sun Microsystems need to step up to the cloud (and IBM recently has) in order to make CIOs more comfortable with moving their data outside of their firewalls.

Google got the top nod from developers for scalability, reliability, uptime, and best value, and Garvin states that Google "shows more strength in both perceived capabilities and perceived ability to execute, and the adoption patterns for Google are stronger, going into the future." However, Google's offering via AppEngine is nowhere near as robust as Amazon's Web Services capabilities.

The big vendor that continues to be late to the cloud game is Microsoft, which, despite an army of developers interested in Azure and other cloud services, has yet to offer a production-ready product. Says Garvin:

The two companies that truly straddle the cloud worlds, AT&T and Microsoft, both have excellent potential: through existing physical infrastructure in the case of AT&T or as in the case of Microsoft, by virtue of a prodigious developer network and well-known software capabilities. But, both are late to the party. And, in a market that's evolving as quickly as this one, that's a significant handicap.

Cloud computing continues to emerge as an enterprise option for many companies, and it's a certainty that more big vendors will join the fray. It remains to be seen if any vendor can catch up to the expertise and vision of Amazon and Google, both of whom designed their infrastructure to support infinite scale.

Dave Rosenberg dishes up "Software, Interrupted" with nearly 15 years of technology and marketing experience that spans from Bell Labs to multiple start-up IPOs to open-source enterprise software companies. He is co-founder of MuleSource and currently serves as the general manager of Hardy Way. He is a member of the CNET Blog Network and is not an employee of CNET. Disclosure. You can contact Dave via e-mail at softwareinterrupted@gmail.com or follow him on Twitter @daveofdoom.
Recent posts from Software, Interrupted
Android and iPhone users not so different after all
Flexing the boundaries of flash memory
LG, RIM top Apple in number of phone users
A modern approach to Java application development
Mountain Dew drinks up social media (Q&A)
Top ad trends list spotlights online behavior
IBM closes lackluster M&A year with buying spree
Virtual currency exchange to launch in 2010
Add a Comment (Log in or register) (19 Comments)
  • prev
  • 1
  • next
by forever4now October 6, 2009 12:42 PM PDT
The thing I admire most about Google is their support for open standards. This demonstrates that they have confidence, in their ability to produce quality, innovative products, that consumers & businesses will want to continue using.

Microsoft relies heavily on proprietary technology, to lock consumers & businesses in to their ecosystem. That strategy demonstrates a lack of confidence, in their abilities to continuously innovate, to keep consumers & businesses interested.

Microsoft could change, but they appear to lack the will to do it.
Reply to this comment
by t8 October 6, 2009 8:23 PM PDT
Agreed.
by randy620 October 7, 2009 10:01 AM PDT
so you admire the scan all your content and spam you with ads strategy? Why should MS change its ways when it works for them? Outside of these last two quarters where corporate spending is at an all time low, MS has grown 10+% every year. I keep hearing about how Google docs are going to kill MS Office but after a few years Office market share is as high as ever. The reason is simple. MS=software company with a strong leaning towards corporate business and Google = advertising company geared towards providing bare bones software for free and tageted for users who don't care about the ads.
by atulkumthekar October 8, 2009 4:39 AM PDT
u mean their EGOsystem, not eco system : ) - heee heee
by jbar326 October 8, 2009 8:59 AM PDT
For those of you enamored with Google's support for open standards, I would point out that the API for Google Apps Gmail email sync via web services is not open. It is closed and proprietatry to Google. While they do expose a standard/open IMAP interface for 3rd-party Gmail email access, they rate limit it, throttle it, make it slower deliberately than their email web services interface, which is closed and not open to third party developers. Google's own Google Apps Sync for Microsoft Outlook plug-in uses this proprietary API, as does the Gmail app on Android phones as far as I can tell. But since Google doesn't open this API, they put others at a competitive disadvantage. Oddly enough, the Google Apps Calendar and Contacts web services APIs ARE open. It's just the email web API that's closed. If you control the platform and preach open APIs, be consistent and true to the ideal, especially when it's not easy. That's when it matters most.
by RNNR October 6, 2009 1:00 PM PDT
http://www.microsoft.com/online/en-ca/products.mspx

Microsoft Online is full featured, production ready, cloud based platform that offers both dedicated and multi-tenant options. it also boasts a healthy ISV ecosystem.
Reply to this comment
by Chapmaniac October 6, 2009 4:01 PM PDT
Doesn't it also require you to also have the Office suite in order to edit those online documents? If so, that varies greatly from Google's wide-open, use-it-all-on-the-web stand.
by Police_States_of_America October 6, 2009 7:36 PM PDT
microsoft + online = lock-in, no standards and $$$
by t8 October 6, 2009 8:24 PM PDT
Microsoft equals rip-off and below quality software and services.
by dillonhawkins October 6, 2009 2:03 PM PDT
Duh?
Reply to this comment
by Chapmaniac October 6, 2009 4:00 PM PDT
For once, the good guys are in first place.
Reply to this comment
by richard993 October 6, 2009 4:29 PM PDT
Based on the report, it seems like there is somewhat a backlash against Microsoft in terms of it's perceived ability to execute. Sun, HP, Citrix, VMWare, IBM, Amazon and Google are all ahead in this area. There are a much larger set of cloud service providers not mentioned in the report who are also open, standards compliant and provide a rich API and server side support for a number of environments, not just Windows. I think Microsoft will have a difficult time breaking into this market without changing their game plan.
Reply to this comment
by sundance808 October 6, 2009 6:24 PM PDT
this can be confusing or misleading.. you're comparing apples with oranges. Amazon's AWS is a cloud for 'traditional' data center services (e.g. virtual server hosting, storage etc) with a good set of tools/APIs to access these resources. Google on the other hand is geared more towards 'personal productivity' tools (e.g. an online spreadsheet) and so on on.. ie focus on personal use.

So.. Amazon for the corporate cloud and Google for the personal cloud.
Reply to this comment
by daverosenberg October 6, 2009 8:03 PM PDT
Yes that does play into the statistics, but the fact is that Google will eventually offer enterprise functionality sooner or later.
by t8 October 6, 2009 8:28 PM PDT
Microsoft is not the innovator in this space because deep down, they don't want Cloud computing to take off. If it does, they will never be able to make the same money they make with Windows x Office.

They have one foot in Cloud Computing in case it really takes off and they will then reluctantly compete if only to stay relevant.

Otherwise, they want to be seen as innovating, but want you to stick with what you know, so they can continue to rake in the dollars.

The reality is that Google alone will convert many to their service, and they will set the standard with service and price.
Reply to this comment
by Phx01 October 6, 2009 10:34 PM PDT
The entire cloud computing if applied, will be dangerous to those relying on it. Once due to Internet outages/collapse that have been predicted/reported likely to happen by 2010 and, second: Those companies operating the clouds may leak YOUR company's information to themselves and start taking over its operation slowly.

While latter conspiracy theory may sound far fetched I would not trust someone else with my existence or otherwise I would become their slave with no exit other than death (metaphorically spoken).

If, however, that theory actually becomes true only those operating and the ones not relying on the cloud will continue to exist.

That said: Nothing what I mentioned is current as of now and just theories, but it may become reality and hence, it may be a good idea to at least include those thoughts when thinking about such 'clouded' future.
Reply to this comment
by biffhenerson October 7, 2009 2:34 PM PDT
What cloud? The market is very very young. The vendor offerings will change dramatically over the comming years.
Reply to this comment
by glamourati October 7, 2009 7:40 PM PDT
The only truly open cloud is Open Platform as a Service, http://www.openplatformasaservice.com Too bad they don't advertise so people will never even know about them.
Reply to this comment
by DanKrave October 8, 2009 9:02 AM PDT
IBM doesn't even have a public cloud... how can one consider their offer to be complete? Google doesn't support .NET... how is that complete?
Reply to this comment
(19 Comments)
  • prev
  • 1
  • next
advertisement

15 sites that went kaput in 2009

Web sites launch all the time, but they also shut their doors. We highlight 15 that bit the dust this year.

Top 10 news stories of the decade

Let the debate begin: Was the iPhone more important than iTunes? Was anything bigger than Google finding a great business model? CNET offers its list of the 10 most important stories of the '00s.

About Software, Interrupted

In "Software, Interrupted," Dave Rosenberg discusses disruption in the software market, as well as the products and services that keep business technology norms in perpetual flux.

With nearly 15 years of technology and marketing experience spanning from Bell Labs to multiple start-up IPOs, Dave co-founded open-source software company MuleSource and now serves as general manager of Hardy Way. He also happens to be a U.S. patent holder and a workaholic. Technology is his best friend and mortal enemy.

Add this feed to your online news reader

Software, Interrupted topics

advertisement
Click Here
advertisement

Inside CNET News

Scroll Left Scroll Right