There are more hindrances to AMD’s ability to penetrate the market with its Opteron CPUs; and Intel’s not a fault this time. In an earlier blog post on the AMD-Intel settlement I brought up an example of a type of incompatibility that exists between the two CPU makers that isn’t covered by the settlement – live migration of virtual machines. There’s more to this story.
We’ve been talking about mobile for 13 years, but it’s finally found its true promise in 2009. Here’s why. (Links refer to Forrester reports, which may be read by clients; non-clients can still access the Executive Summaries).
1. Devices and Networks are up to speed in an unprecedented way.
Most US/EU consumers have the ability today to engage in mobile data activities because of:
· Smarter phones - “The Smartphone is dead,” because most handsets in EU/US have smart characteristics like cameras, music, and video. (See The Smartphone Is Dead).
· Faster Networks – High-speed 3G wireless capability is growing rapidly: In the US, from 32% in 2008 to 46% in 2009 and 57% in 2010. Including 2.5G, 98% of phones in 2009 and 99% in 2010 have data capabilities. (See US Mobile Forecast 2009-2014).
The IT management software and operations communities have been buzzing this week about reports that Microsoft acquired IT process automation vendor Opalis Software. We have unequivocally confirmed that this rumor is incorrect. Opalis has NOT been acquired by Microsoft. It remains an independent entity, at least for now.
Opalis, based outside of Toronto, has repeatedly reported impressive revenue growth over its short history. For the past few years, it has been a desirable morsel for larger vendors seeking to add strong process automation to their portfolios. Many have expressed interest, but its success allows Opalis to command a high premium that no suitor has yet been willing to pay.
Following my colleague Andrew Jaquith's eloquent post, I thought it fitting that I add a post about changes in coverage and how they'll affect me. Before I do, however, I want to lend my voice to wish Natalie all the best in her new endeavor, it will be fun to run into her on the "opposite side of the table" in briefings in the future, and I'm thrilled that I'll be able to maintain professional ties with Natalie as she moves into the next phase of her career.
So, what's going to change for me and my coverage at Forrester as a result of Natalie's move? Well, as some of you know due to some communication I had with you last week, as a result of coverage shifting around, I'm very happy to announce that I am taking over Enterprise Mobile Device research for the Infrastructure and Operations team at Forrester to provide Ben Gray with some bandwidth to take on some of Natalie's virtualization coverage, details of which I'll leave best shared by Ben.