Why Cloud Radically Changes The Face Of The Security Market

When does a shift create new market? When you have to develop new products, sell them to different people than before who serve different roles, have a different value proposition for your solutions, and they’re sold with different pricing and profitability models – well, that in my view is a different market.

Cloud represents such a disruption for security. And it’s going to be a $1.5 billion market by 2015. I discuss the nature of this trend and its implications in my latest report, “Security And The Cloud”.

Most of the discussion about cloud and security solutions has been about security SaaS: the delivery model for security shifting from on-premise to cloud-based. That’s missing the forest for the trees. Look at how the rest of IT (which is about 30 times the size of the security market) is moving to the cloud. What does that mean in terms of how we secure these systems, applications, and data? The report details how the security market will change to address this challenge and what we’re seeing of that today.

Vendors have finally started to come to market with solutions, though as you’ll see from the report, we’re still at the early stages with far more to go. And developing solutions for cloud environments requires a lot more than scaling up and supporting multi-tenancy. But heightened pressure by cloud customers and prospects is fueling the rapid evolution of solutions. How rapid and radical an evolution? By 2015, security will shift from being the #1 inhibitor of cloud to one of the top enablers and drivers of cloud services adoption.

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Microsoft Releases Windows Phone 7, But Is It Too Late?

Last week, Microsoft unveiled its Windows Phone 7 software, which is dramatically different from this company’s previous software for mobile devices. This new mobile operating system software provides an improved user interface, animated icons, a colorful touchscreen, and personalization features which enable users to customize aspects of the phone’s appearance and performance. In addition, these smartphones work with Sharepoint servers, which are being deployed by enterprises.

Sixty mobile operators, including América Móvil, AT&T, Deutsche Telekom, O2, Orange, SFR, SingTel, Telstra, Telus, and Vodafone, will be supporting Windows Phone 7 in 30 countries. In the US, Windows phones will be available in November. AT&T will sell Windows phones from HTC, Samsung, and LG Electronics, and T-Mobile USA will offer phones from HTC and Dell Inc.

Even with these distribution channels, Microsoft faces tough competition in the smartphone arena. The US smartphone market is dominated by Research in Motion’s BlackBerry devices, Apple iPhones, and devices that run on Google’s Android operating system. Given this intense competition, Microsoft is going to be fighting for fourth place in the US. Microsoft has a better chance to capture a significant share of the smartphone market in developing regions, including China and Latin America, where customers are not tied to Android or Apple smartphone devices.

Consumer Videoconferencing And Calling Are Both In Your Living Room And In Your Hand

What do Umi, FaceTime, Qik, and Skype have in common? No, they are not failed attempts to win at Scrabble; they all are solutions for delivering consumer videoconferencing/calling with significant announcements in 2010.


  • 10/6/2010: (today) Cisco announced Umi, a home telepresence offering using HDTV and cameras, and go-to-market plans with Verizon.
  • 6/11/2010: Apple launched iPhone 4, touting FaceTime via Wi-Fi as a mobile consumer video calling solution; it announced continued go-to-market activities with AT&T as an exclusive carrier.
  • 6/04/2010: Sprint announced the first 4G phone in the US, the  HTC EVO and demonstrated the use of the Qik application to enable real-time video calling.
  • 5/18/2010: Having announced partnerships with LG, Panasonic, and Samsung, at CES 2010 to enable embedded Skype video calling capabilities on consumer TV, Skype delivered the HD video camera that completes the solution offer.
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