Nemertes Impact Analysis: May 14, 2008
Nemertes Impact Analysis: May 14, 2008
Nemertes Impact Analysis
Expert Insight On How Recent News Affects You
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Safe Flying in The Cloud: Google and Yahoo Add Security
In a cluster of cloud-based security announcements, both Google (NASDAQ:GOOG)
and Yahoo (NASDAQ:YHOO) enhanced their offerings: Google via its Postini
Software division and Yahoo via a partnership with McAfee (NYSE:MFE). Both
announcements affect consumer and enterprise users, though Google's primary goal
is the enterprise. These announcements underscore Nemertes Research's finding in
Nemertes' benchmark, Security and Information Protection, that 67 percent
of participants have avoided using a new service based on security concerns.
Impacts:
Enterprises: Security is not an option. Engage your security, risk
management, and compliance team(s) before stepping into any cloud.
Vendors: Google is in a head-to-head battle with IBM (NYSE:IBM) for the
enterprise desktop. Security may be the password to success.
Investors: Look for security-alliance-based expansion in the cloud. Likely
candidates include: Cisco (NASDAQ:CSCO), McAfee, RSA (NYSE:EMC), Symantec
(NASDAQ:SYMC), Tumbleweed (NASDAQ:TMWD); and, privately held Vericept and Vontu.
Ted Ritter, Research Analyst
http://www.eweek.com/c/a/Security/Google-Shores-Up-Apps-With-New-Security-Software/
Cloudy Outlook on DR: SunGard to Back VMware Tools
Privately held SunGard announced plans to provide network storage to users of
VMware's (NYSE:VMW) Site Recovery Manager (SRM) software, as secondary storage
for replication and failover.
This offering (and others like it, certain to follow) broadens the appeal of
DR software, like SRM, to companies that cannot, or will not, create in-house
failover storage in a second data center of their own. For small- to
medium-sized businesses especially, duplicating an expensive storage plant can
be financially impossible; cloud storage can change that.
Impacts:
Enterprises: SunGard is not the first vendor to offer cloud storage, and it
will not be the last to tie it to DR. If your DR strategy does not include
replicated storage and your recovery times do not look good enough, offerings
like this may be your solution; start evaluating now.
Vendors: Cloud storage vendors should explore partnerships with DR and
business continuity management tools vendors; and vice-versa.
Investors: Makers of BC/DR tools, such as CA (NASDAQ:CA), should look at
smaller cloud storage vendors such as privately held Nirvanix as potential
partners.
John Burke, Principal Research Analyst
A Walk In The Clouds
IBM (NYSE: IBM) and Google (NSDQ: GOOG), although competing around enterprise
desktop tools, announced they will partner on cloud-based services for small to
mid-sized companies. Offerings will range from basic productivity software, such
as word processing and calendaring, to management and security tools.
Sixty-four percent participants in Nemertes' Service Oriented
Architectures and Applications benchmark use SaaS for a full application,
such as CRM. SaaS's pay-as-you-go nature is a key attraction: SaaS provides SMBs
a way to increase capacity and add capabilities without investing in new
staffing, infrastructure, or software licenses.
Impacts:
Enterprises: Cloud-computing solutions are a viable way to extend
organizations' IT capabilities; explore SaaS when next looking for new tools.
Vendors: Consider the key motivators for organizations moving toward
cloud-based services, and adjust your marketing message and product development
to address these points.
Investors: IBM might be the name Google needs to ride past the consumer
market and into the enterprise; watch for other consumer-focused providers such
as Yahoo to follow, but partner with well-established but smaller (than IBM) or
more vertically focused vendors in the SMB market, such as privately-held Sage
Software in the insurance field.
Katherine Trost, Research Analyst
SOA + SLA = SLO-A? Tibco Addresses Performance
Monitoring
Tibco Software (NASDAQ:TIBX) is adding a performance management module to its
ActiveMatrix Service Oriented Architecture (SOA) products to facilitate
real-time performance monitoring of SOA services. Monitoring performance against
SLAs is a key SOA success metric highlighted in Nemertes Research's Service
Oriented Architectures and Applications benchmark. Unfortunately, only 21
percent of participants in the benchmark say that they currently have metrics in
place to measure their SOA success; this must increase before performance
monitoring can bring value.
Impacts:
Enterprises: Get metrics in-place to measure SOA success: for runtime (SLAs)
and for design-time (e.g. efficiency and re-use).
Vendors: Performance-management providers should look at enterprise SOA as a
market opportunity.
Investors: Performance management is a broad market with increasing focus on
SOA. Look for SOA governance solution providers such as HP (NYSE:HPQ), IBM, and
privately held Amberpoint to leverage real-time performance management as a SOA
market differentiator.
Ted Ritter, Research Analyst
Procera enables Deep Inspection at the Edge
Procera (AMEX: PKT) announced its new PL10000 deep packet inspection (DPI)
appliance. Rated for throughput of 80 Gbps, it enables packet inspection at
carrier backbone rates. The PL10000 depends on a new datastream recognition
definition language that allows it to identify different traffic types so
different qualities of service can be applied.
The Nemertes Internet infrastructure report, The Internet Singularity
Delayed:Why Limits in Internet Capacity Will Stifle Innovation on the Web,
identified the congestion that can occur at the Internet's access edge.
DPI-enabled QoS is one way to optimize edge bandwidth use and avoid congestion.
Impacts:
Enterprises: DPI that is reliable at line speed can provide the basis for
offering traffic-specific QoS. Look at this technology as a basis for doing so.
Vendors: DPI can enable service-specific QoS-possibly challenging net
neutrality. You must understand DPI and its implications for public policy.
Investors: DPI provides a way for carriers to increase revenues through
differentiated service offerings. Keep an eye on both carrier adoption of DPI
and regulators' willingness to allow its use.
Mike Jude, Senior Analyst
http://www.proceranetworks.com/products/pl10000.html
http://www.nemertes.com/internet_singularity_delayed_why_limits_internet_capacity_will_stifle_innovation_web
Cisco Answers Growing Demand for Video
Cisco (NASDAQ:CSCO) introduced the 500 and 3200 models of its Telepresence
System. The 500 is designed for a small office, while the 3200 supports up to 18
participants. Cisco's initiatives reflect increasing enterprise interest in high
quality video conferencing.
Fifty-one percent of participants in the Nemertes 2007 benchmark, Building
the Successful Virtual Workplace, told us they were either deploying, or
planning to deploy, high-definition or telepresence video conferencing systems.
Participants in our upcoming benchmark, Unified Communications and
Collaboration, increasingly cite the potential for video to support virtual
worker requirements for improved meeting quality, while also meeting the need to
reduce travel budgets.
Impacts:
Enterprises: Evaluate high-definition and telepresence video to deliver new
services, reduce costs and improve productivity.
Vendors: Have an HD video strategy to support areas such as management and
integration with other UC components.
Investors: Look for continued growth among alternative vendors such as
privately held LifeSize, Teliris, and Vidyo.
Irwin Lazar, Principal Research Analyst and Program Director, Unified
Communications and Collaboration
http://www.nemertes.com/ongoing_research/unified_communications_and_collaboration
http://money.cnn.com/news/newsfeeds/articles/marketwire/0395795.htm
Sun Rises on Mobility
Sun (NASDAQ: JAVA) has taken steps to increase its presence in the mobility
market with its latest JavaFX release. JavaFX will include On2 Technologies'
(AMEX: ONT) video codecs which enable streaming video that works on the small
form factors present in the mobile environment.
As noted in the Nemertes Internet infrastructure report, The Internet
Singularity Delayed:Why Limits in Internet Capacity Will Stifle Innovation on
the Web, wireless is becoming a viable alternative for Internet access, and
is increasingly becoming a driver of demand as well. Sun's move to build
mobility functionality into JavaFX supports this conclusion.
Impacts:
Enterprise: Java is embedded in many mobile devices currently in use by
business. The new video capabilities present you an opportunity to build
video-enabled applications that run on both the desktop and mobile handsets.
Vendors: JavaFX is essentially open source software. Mobile application
developers can easily leverage the new capabilities as a basis for new products
and services.
Investors: Once again, this Java release will be open source. Do not expect
any huge increase in Sun sales as a consequence. JavaFX is likely to drive
revenues for application software vendors.
Mike Jude, Senior Analyst
http://www.sun.com/aboutsun/pr/2008-05/sunflash.20080507.3.xml
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