IBM v. AWS: Who 'wins' at the Cloud Game?
Sunday, November 10, 2013 at 10:22AM
Cumulati in Cloud Computing, Cloud Infrastructure, IBM, competitive strategy

This morning, I encountered an article by Rob Enderle of CIO.com entitled: Why IBM Will Win the War with Amazon Web Services.

While I don't believe Enderle takes the time to play this out, there's reason for giving this notion some real, serious consideration.  The unstated, but important premise on which Enderle's story depends is: IBM has used the past three years to watch the cloud industry, sees where it's going, and has bought into the 'open technology' aspects of the cloud industry (in a way analogous to the way it embraced TCP/IP-oriented networking and the Linux operating system). 

Having recognized this, my key take-aways are:

The Unstated Premise.  Unlike CIO.com, I would have made the premise much more concrete and factual: IBM's initial push to respond to the rapid (... ok, the explosive) growth of cloud infrastructure services was a 'holding action.'  It has been, in great measure, a means by which a large (and entrenched) IT company responds to a market demand that AWS has both created and then served so well.  In this regard, I view IBM's recent activities in revising their cloud computing lineup with a perspective quite different from those who interpret these moves as commercial failure (like Nirvanix), customer abandonment (at worst) or perhaps bait-and-switch. Like Ben Kepes in his post on IBM, I note and am more heartily in alignment with Holger Mueller on the SCE announcements.

IBM is now selectively phasing out their initial offers (offered up under the SmartCloud Enterprise moniker), to be replaced by a 'composed' offering that relies on open cloud infrastructure (both CloudStack and OpenStack) delivered by Softlayer; storage solutions that are in lockstep with the maturity of OpenStack object storage as well as older forms more familiar to those with private SAN or NAS appliances; platform services built on Pivotal's Cloud Foundry and a stated reliance on BOSH as a general purpose utility for deployment of complex, composed applications; and… the list goes on.  

IBM's cloud thought leaders are incredibly active in their support of and contribution to open source cloud.  And, it's not just a marketing and sloganeering effort.  There is a real presence by the IBM cloud technology strategists like Angel Diaz at the Cloud Foundry Conference or Mac Devine's Keynote address recently the LinuxCon + CloudOpen conference. (Check here for the post-keynote panel discussion.)

Disparagement and Derision about Marketing and Packaging.  

As I started to read Enderle's article, I wondered at the likely reaction from the Clouderati who are now mostly engaged in word-wars about mindshare between AWS and OpenStack (with Open CloudStack making a guest appearance), the PaaS competitions which have emerged, and the various flavors of "software defined everything."  I tweeted the CIO.com link and predicted that the Cloud commentary would be generally negative, derisive reaction.

I'm now going to ask for Clouderati restraint.  (… and if any of you comment about the oxymoronic nature of that concept, bear with me.)  Before throwing brickbats at IBM or at one another, take a moment to consider:

Now re-read the Enderle article, and drop me a line (or a tweet at @rhm2k).  

 

Article originally appeared on telematica (http://www.telematica.com/).
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