One of the things I love about being an analyst is chatting with my colleagues about what’s going on in general at the macro level. Don’t get me wrong, I love the deep dive discussions, too! Getting to talk to such seasoned industry vets is always enlightening. Of course I have my lens (and bias) and I like to think about what’s going on from a cloud perspective.
When I think of big tech companies like Microsoft, IBM, Dell, HP, Oracle – I think of almost glacial movement with a spike that occurs from some new product announcement or an occasional acquisition. And here is where it gets interesting – WOW – are things changing fast, wicked fast. Not only are the giants spending money on acquisitions, but they are also putting their weight behind some pretty major ‘movements’ in the industry as well.