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How do you foresee the impact of cloud computing on the enterprise applications space?
Most of the major enterprise application vendors are in trouble, and do not have a strategy for the cloud computing space. A majority of these companies have invested huge amounts of money in building their enterprise architecture, and want to protect their investments. The efficacy of the model has been proved by Salesforce, which has recently clocked $1 billion in revenues. Except for Microsoft, which has been investing heavily in datacenters, and preparing for a world of cloud computing, other enterprise application players such as Oracle and SAP will clearly face a tough time if they do not move strategically in this direction. Going forward, I expect every major enterprise application vendor to have a strategy and roadmap for cloud computing. To summarize, cloud computing is a true game changer, and it is quite possible that some traditional application vendors may not exist or succeed in the cloud computing world, and you may have a new set of leaders emerging to take their place.
In your view, what kind of applications will move to the cloud?
It is logical that some applications are better suited for the cloud than others. An e-commerce application is the perfect fit, while some traditional applications may not be suitable for the cloud. In essence, a cloud computing strategy will be well-suited for organizations that have unpredictable usage patterns or needs, such as e-commerce websites, which may face a surge in traffic during certain periods. To be ready for the world of cloud computing, enterprises must start small, and try a low-risk application. This is extremely important, as cloud computing as a concept will become commonplace, and it is imperative that organizations have a strategy or roadmap for the cloud computing world. In our view, the period between 2009 to 2013 will be the time in which we will see a high growth of cloud computing.
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