An Analyst's Day

5:30am, the family sleeps and it’s time to prepare – today is Analyst Day in Frankfurt. I’m on the road 2h45min before the event starts (1h20min should be sufficient) but sometimes the traffic is terrible. Last week I missed a flight because the highway was completely closed after an accident and I had to give up after 3h driving for nothing. When the concern of missing an appointment slowly turns into certainty, these are the moments that cost me some of my (remaining) hair.

(Of course) I arrive much too early, but other analysts are already there (probably they don’t sleep at all). Plenty of time to look through my presentation again for some final adjustments and for some small talk with customers that arrived early.

1min before the kick-off, I make the last slide changes and load it to the presentation laptop. Another analyst colleague goes first. I have seen some of the slides a hundred times and look around at the faces of the attendees. For most, it’s the first time they see e.g. our market sizing and forecasting data, and they make hectic notes into their notebooks. They don’t know yet that we will distribute all slides after the event. I’m getting a bit nervous, but I’m used to it. When I'm not nervous any more before a presentation, it’ll get boring for me and the audience, and I should probably do something else.

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VMware And salesforce.com Join Forces To Push PaaS To Mainstream Adoption With vmforce

VMware And salesforce.com Join Forces To Push PaaS To Mainstream Adoption With vmforce

salesforce.com and VMware announced today the development of a joint product and service offering named vmforce. Forrester had a chance to talk to executives at both companies prior to the announcement, and I am quite impressed by the bold move of the two players. Most developers in corporate environments and ISVs perceive the two stacks as two totally different alternatives when selecting a software platform. While the VMware stack, with its Tomcat-based Spring framework, reached mainstream popularity among Java developers with its more lightweight standard Java approach, salesforce.com’s Force.com stack was mostly attractive to developers who liked to extend CRM packaged apps with individual business logic or to ISVs that created new applications from scratch. In some cases, the Java standard and the more proprietary APEX language at Force.com even appeared as competitive options.

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IT Is Industrializing – What Does That Mean To Me?

 

Like many movements before it, IT is rapidly evolving to an industrial model. A process or profession becomes industrialized when it matures from an art form to a widespread, repeatable function with predictable result and accelerated by technology to achieve far higher levels of productivity. Results must be deterministic (trustworthy) and execution must be fast and nimble, two related but different qualities. Customer satisfaction need not be addressed directly because reliability and speed result in lower costs and higher satisfaction.

IT should learn from agriculture and manufacturing, which have perfected industrialization. In agriculture, productivity is orders of magnitude better. Genetic engineering made crops resistant to pests and environmental extremes such as droughts while simultaneously improving consistency. The industrialized evolution of farming means we can feed an expanding population with fewer farmers. It has benefits in nearly every facet of agricultural production.

Manufacturing process improvements like the assembly line and just-in-time manufacturing combined with automation and statistical quality control to ensure that we can make products faster and more consistently, at a lower cost. Most of the products we use could not exist without an industrialized model.

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The Fed CIO Looks To The Cloud - Should You?

Federal CIO Vivek Kundra’s recent presentation to the Brookings Institution outlined how the US administration is moving to a “Cloud-first” approach to consolidating the US government technology infrastructure. Since the US government is the largest buyer of information technology in the world, spending over $76 billion supporting over 10,000 systems, we can be sure that a Cloud-first policy will have a major impact on technology vendors and the services they offer - not only to the US government but to all IT buyers.

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iPad: Consumers are already embracing the cloud. They just don't know it

George Colony is absolutely right when he argues there is a new form of software emerging (see Beyond iPad Yadda Yadda). This is precisely the line I started to set out in this report, Consumer Cloud Services Are The Foundation For Multidevice Strategies . Those that argue that consumers are not using the cloud have failed to grasp that everything from Facebook, through Hotmail and Google Maps are based on cloud concepts extensively, and those are mainstream mass market services that demonstrate the co-operative software model that George outlines.

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Apple iPad: The Right Gadget For The Wrong Consumer

With input from JP Gownder, Mark Mulligan, James McQuivey, and Charlie Golvin

Hello world…I’m back from maternity leave and taking on a new coverage area for Forrester: I’m expanding from covering eReaders to covering all consumer PCs. This makes a lot of sense given the evolving nature of the PC, and the convergence of eReaders with other devices like tablets and netbooks. My colleagues, James McQuivey and Nick Thomas, will be picking up more of Forrester’s coverage of media and content strategy, while I focus on the hardware and software. It’s particularly appropriate that this change coincides with the launch of the Apple iPad—a device that, more than any other to date, blurs the line between device categories.

So in the interest of getting right back to business, here’s our call:

Apple will sell 3 million iPads in 2010. For context, twice as many E Ink eReaders will sell this year.

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