the Onda

Could be because I haven't seen a cloud in the sky all week, and it could be because Google was totally inaccessible all morning (at least from Jamaica), but I've got this cloud computing thing on the brain these days. If you really believe that it is a tectonic shift, and that no company will be able to ignore it, read on for my take on the 3 types of cloud efforts, and a couple of associated opportunties:

Core-to-DNA: This is where Amazon and Google fall today. Building out scalable, flexible infrastructure that is up 99.x% of the time is so core to what they do that they just won't be able not to take advantage of the shift in computing. Whether Amazon's more flexible or Google's more prescriptive approach wins the majority of the mindshare is less interesting than the fact that you will always be able to count on these guys' delivering solid solutions. The business opportunity here will be in providing a layer of portability across them so that no one gets vendor lock-in syndrome.

Must-have-for-strategy: Microsoft, IBM, and Yahoo are good examples of this one. Each has a pole position in some previously dominant platform, each knows they have to move in this direction, but because it is not core to who they are, they're not likely to execute well, at first anyway. No matter though, because the folks with deep pockets (Microsoft, IBM) will spend whatever it takes to bring the B/B+ offerings to market. They may not scale as efficiently, and they may not be as reliable, but these guys will find some market-power way of gaining meaningful traction.

Wannabes: EMC, HP, big banks, and other utilities fall in this last bucket. These are the companies that know that this cloud shift is a big deal, have some sort of vested interest in being able to play in this domain, perhaps even have a starting move, but are quite simply finding that "clouds is hard!" As a result some will stay (if it is critical to their survival), some will outsource, and some will fall out clouds (if they can afford to ignore it). For the time being however, they will all continue to half-execute, confusing endusers and keeping developers on their toes. Naturally, the near term business opportunity here is the best, as all of these guys will need software to try to keep their clouds running (GigaOm has a nice post of what some of this software might want to target as initial opportunities).

I have no doubt that there will be plenty of movement from tier 3 to tier 2 and back— what I am less clear about is who, if anyone, will be able to move to tier 1 and join Google and Amazon in what will be a very lucrative market opportunity.

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