Q1 2010 inquiry in review

My professional life has gotten even busier — something that I thought was impossible, until I saw how far out my inquiry calendar was being booked. As usual, my blogging has suffered for it, as has my writing output in general. Nearly all of my writing now seems to be done in airports, while waiting for flights.

The things that clients are asking me about has changed in a big way since my Q4 2009 commentary, although this is partially due to an effort to shift some of my workload to other analysts on my team, so I can focus on the stuff that’s cutting edge rather than routine. I’ve been trying to shed as much of the routine colocation and data center leasing inquiry onto other analysts as possible, for instance; reviewing space-and-power contracts isn’t exactly rocket science, and I can get the trends information I need without needing to look at a zillion individual contracts.

Probably the biggest surprise of the quarter is how intensively my CDN inquiry has ramped up. It’s Akamai and more Akamai, for the most part — renewals, new contracts, and almost always, competitive bids. With aggressive new pricing across the board, a willingness to negotiate (and an often-confusing contract structure), and serious prospecting for new business, Akamai is generating a volume of CDN inquiry for me that I’ve never seen before, and I talk to a lot of customers in general. Limelight is in nearly all of these bids, too, by the way, and the competition in general has been very interesting — particularly AT&T. Given Gartner’s client base, my CDN inquiry is highly diversified; I see a tremendous amount of e-commerce, enterprise application acceleration, electronic software delivery and whatnot, in addition to video deals. (I’ve seen as many as 15 CDN deals in a week, lately.)

The application acceleration market in general is seeing some new innovations, especially on the software end (check out vendors like Aptimize), and there will be more ADN offers will be launched by the major CDN vendors this year. The question of, “Do you really need an ADN, or can you get enough speed with hardware and/or software?” is certainly a key one right now, due to the big delta in price between pure content offload and dynamic acceleration.

By the way, if you have not seen Akamai CEO Paul Sagan’s “Leading through Adversity” talk given at MIT Sloan, you might find it interesting — it’s his personal perspective on the company’s history. (His speech starts around the 5:30 mark, and is followed by open Q&A, although unfortunately the audio cuts out in one of the most interesting bits.)

Most of the rest of my inquiry time is focused around cloud computing inquiries, primarily of a general strategic sort, but also with plenty of near-term adoption of IaaS. Traditional pure-dedicated hosting inquiry, as I mentioned in my last round-up, is pretty much dead — just about every deal has some virtualized utility component, and when it doesn’t, the vendor has to offer some kind of flexible pricing arrangement. Unusually, I’m beginning to take more and more inquiry from traditional data center outsourcing clients who are now looking at shifting their sourcing model. And we’re seeing some sharp regional trends in the evolution of the cloud market that are the subject of an upcoming research note.

Bookmark and Share

Posted on April 5, 2010, in Industry and tagged , , , , , . Bookmark the permalink. 8 Comments.

  1. Hello Every One,
    Hostoople is trusted and most reliable web Hosting facilitating many sites and has 100% Guaranteed services. Join Hostoople and get a FREE domain name. Hostoople is a logic based best colocation hosting company that believes in a better standard, and we are here to set it. We provide all the tools and features you’ll need to get your small business or personal web site online!If you want to know more about us please visit us at http://www.hostoople.com


  2. Great blog you have here.. It’s difficult to find high quality writing like yours
    nowadays. I really appreciate individuals luke you!

    Take care!!


  3. Howdy! I realize this is sort of off-topic but I needed to ask.

    Does running a well-established website such as yours take
    a lot of work? I’m completely new to writing a blog
    however I do write in my diary everyday. I’d like to start a blog so I can easily share my experience and views
    online. Please let me know if you have any kind of suggestions or tips for brand new aspiring
    bloggers. Appreciate it!


  4. I feel this is one of the so much significant information for me.
    And i’m satisfied studying your article. However wanna commentary on some general issues, The website
    style is great, the articles is really nice : D. Good job, cheers


  5. All real-estate professionals in California needs to be licensed to
    obtain or sell real-estate. The essential common type of
    company was the running with their estates that will indicate hours
    invested tallying inbound and also outbound finances.
    They develop right kind of PR to quicken the task. You know precisely how much money
    you would want to make and also you also understand how much the investor can stand to
    generate from this deal. Often, you will discover ratings and testimonials for the
    internet which can help one to have an understanding
    of the dependability of an internet letting agent. In fact,
    some of the Ohio foreclosure listings have financial incentives and several local and governmental programs could also assist you in buying foreclosure homes.
    On the report, the appraiser must state the intended
    use in the appraisal report. Furthermore, a vigilant scrutiny of factors influencing real-estate in Cayman Islands
    discloses that investing in property inn Cayman Islands is feasible and
    money-making. Location is often ignored in purchasing real estate
    as many investor think they will be able to overcome a bad location when the cost is
    low enough. They guys has got too offer, what you’ve dreamt but never achieved within your lives.


  6. The best platforms will be able to employ along with client gracious boundary that permits
    you to successfully plus hurriedly right of entry the industrial associates along with all the
    clients. The most practical fact is maybe to have a non-public
    financier containing less restrictions on loan origination as opposed to banks.
    Car Parking: The builders would even charge extra sums for the deddicated
    parking slot for one of one’s cars. These buyers accustomed
    to buy every wholesale deal I found. For most kinds of investment property, a person’s
    eye paid while improving, building, or constructing the real property falls underneath the Uniform Capitalization Rules,
    IRS code section 263A which requires that this interest incurred during construction or improvement must be capitalized
    instead of currently deducted. I can’t tell you how many real estate
    agents located me after they lost a sale to another salesperson that does exactly a
    similar marketing since they do. It won’t impact the representation you receive or the marketing efforts.
    One more encouraging factorr is that despote the fact that Cayman property industry is a high-end industry, land developers have productively designed a
    variety of living spaces to choose every financial plan. ” (buyer response) “Would Monday or Tuesday work ideal for me to preview your house.
    Article Source: Ola has experience and looking to have an estate agent across Epsom, Surrey, Ashtead, Leatherhead, Ewell and Barnstead, and
    writes articles on Estate Agent Surrey , Estate Agent Epsom , Estate Agent UK
    Estate Agent Leatherhead, Estate Agent Barnstead, Estate Agent Properties, Estate
    Agent Ewell, Estate Agent Flats, Estate Agent Houses etc.


  7. But to understand the market you need skills and experience.
    For this professional SEO’s are appointed
    who consider how search engines work, what people search for, the actual search terms typed into search engines and which
    search engines are preferred by their targeted audience.
    Inside the era of economic crisis and recession the word inexpensive
    comes as a miracle for corporations mainly because they
    are quite tough instances for businesses mainly for tiny firms to survive in the on-line world.


  8. I ddo not even understand how I ended up right here, but I
    assumed this submikt was great. I don’t know who yyou might bbe however definitely you’re going to a well-known blgger
    should you aren’t already. Cheers!


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: