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Microsoft Will Be Largest Infrastructure As A Service Vendor By 2019, Says Morgan Stanley Survey (geekwire.com)

An anonymous reader writes from a report via GeekWire: According to Morgan Stanley's 2016 CIO Survey of 100 CIOs (75 CIOs based in the U.S., and 25 based in Europe), Microsoft's Azure will overtake Amazon Web Services (AWS) by 2019 to become the largest Infrastructure as a Service (IaaS) and Platform as a Service (PaaS). The survey finds that roughly 31 percent of the CIOs will be using Azure for IaaS, compared to roughly 30 percent using AWS. Today, roughly 21 percent are using AWS and 12 percent are using Azure. According to the survey, Azure is already leading AWS in PaaS, used by about 18 percent of the respondents, versus AWS's 16 percent. Azure's lead will grow slightly by 2019, growing 9.8 percent versus 6.4 percent. Nearly 30 percent of all applications will be migrated to the public cloud by the end of 2017, up from 14 percent today, the survey said. On-premises apps will decline to 58 percent, from 71 percent today. Predictably, hardware vendors, including conventional and flash storage makers, will continue to suffer as their market is eaten by the cloud. Hardware spending growth is down this year to 3.2 percent, from 3.4 percent last year. Microsoft recently announced it will be entering the legal marijuana industry. It will partner with Los Angeles-based startup Kind on a system for tracking the legal growing and sale of marijuana, with Microsoft powering the software through its Azure cloud computing service.

75 comments

  1. Just so I understand by fustakrakich · · Score: 2

    There is no hardware in the Cloud®? All my data is stored in water droplets?

    --
    “He’s not deformed, he’s just drunk!”
    1. Re:Just so I understand by maxrate · · Score: 1

      There is no hardware in the Cloud®? All my data is stored in water droplets?

      I used to think this way, if the hard drives aren't in my private server, they have to be in the cloud? How could the hardware vendors be hurting, right? I think it's because the cloud providers use resources so much more efficiently. Here is what I mean: Let's say you have 1,000 businesses, each with a 1 TB SSD in their private on prem servers. Let say each business on average uses, 250 GB of storage. Now let's say those 1,000 businesses, with 1,000 SSD's in the field were to move to the cloud overnight. The cloud provider would only need to buy 250 SSD's not, 1000.

      It's all that unused capacity entangled with individual units sold in the field where the vendors will be hurting.

      (Yes, yes, I know there are holes in my example,such as backups/raid/storage/etc/etc/etc but I'm not always the best at explaining my perspective on a matter). Despite "X" amount of storage being used in the field, presumably being the same in capacity if moved into the cloud, far fewer units of equipment need to be purchased to service the same number of businesses/customers.

    2. Re:Just so I understand by fustakrakich · · Score: 1

      No, you were thinking exactly as I was. Data needs hardware, and storage is used much more efficiently "up there", so yes, sales will be down. The question is, with everybody saying how the market is priced by supply and demand, are hardware prices collapsing? If not, then the market isn't doing so badly after all. A 0.2% decline in growth doesn't sound very impressive one way or another. Yeah, it could be billions, but it's spread petty thin.

      Anyway the joke went over like a lead balloon with the moderators, oh well, whaddya gonna do?

      --
      “He’s not deformed, he’s just drunk!”
    3. Re: Just so I understand by ArmoredDragon · · Score: 1

      Same for server hardware and network gear in the form of virtualization.

    4. Re:Just so I understand by maxrate · · Score: 1
      I like what you had to say regardless of the moderators :) -- Storage vendors could pull what the government in Ontario, Canada did to us..... We all got a little more energy eco conscious (as we were encouraged to do) - they wanted us to put less load on the network... so we did. Now they put the electrical rates up on us and their justification was 'citizens were not using enough power'.

      Maybe the storage vendors will continue with their trend of consumer grade and enterprise grade stuff... the gap in cost per TB unit will widen ! Problem solved !

      Any Joe that want to run his own server?; it will be a tougher proposition. Big business always wins.

      With out getting too technical (and I'm outside of my depth on this) I have this feeling that there really isn't/truly that much of a greater cost when it comes to storage memory in terms of it being enterprise and consumer grade. Yes, sure there are enterprise features and junk, but at the end of the day does it really cost -that- much more to make a tiny microchip a little different from the next one? (Again talking from my butt here)

    5. Re:Just so I understand by ShanghaiBill · · Score: 1

      Storage vendors could pull what the government in Ontario, Canada did to us.

      No they can't. The government of Ontario is a monopoly, so they can unilaterally raise prices. Disk vendors compete. If one raises prices, it loses market share. If they all raise prices, they may be prosecuted for price fixing, and will also encourage other companies to enter (or re-enter) the storage market.

      Maybe the storage vendors will continue with their trend of consumer grade and enterprise grade stuff

      Cloud companies do NOT use "enterprise grade". They use consumer HDDs. "Enterprise" HDDs have no reliability or lifespan advantage over consumer drives. They just have an extended warranty, and you are an idiot if you pay extra for that.

    6. Re:Just so I understand by lucm · · Score: 1

      Disk vendors compete. If one raises prices, it loses market share. If they all raise prices, they may be prosecuted for price fixing, and will also encourage other companies to enter (or re-enter) the storage market.

      This is bullshit. There's TWO vendors: Seagate and WD. Nobobody can enter that market, they own it.

      SSD is a different story because the technology is still evolving, but it's a tiny market. About 15% of new laptops sold have SSD, and in server/SAN it's even less.

      --
      lucm, indeed.
    7. Re:Just so I understand by haruchai · · Score: 1

      "They use consumer HDDs"
      And I assume software RAID? Consumer HDDs attached to a hardware RAID adapter is a very risky proposition, even when using OBR10

      --
      Pain is merely failure leaving the body
    8. Re:Just so I understand by ShanghaiBill · · Score: 1

      And I assume software RAID?

      Correct. AWS uses software raid only. Azure likely does the same.

    9. Re:Just so I understand by mlts · · Score: 1

      Storage vendors can also expand their products to more niches as well:

      Fault-tolerant drives come to mind. I remember one drive maker having a model with two active/active independent sets of drive heads. If one set failed, drive throughput would be slower, but the data can be pulled off.

      Different drive shapes. It was mentioned a few weeks ago about having taller 2.5" drives so platters could be stacked higher. This would be useful for arrays.

      Hybrid SSD/hard drives, where the HDD itself does the autotiering work itself, or just using the SSD as a cache to buffer random writes and reads.

      Smarter drive controllers, where individual drives can know if they are in a JBOD configuration or as parts of a RAID set, so can function as a gestalt, communicating with one another.

      Drives designed from the ground up as removable media, in a shock resistant case, and are intended to be used, then stored offline like tape, with a rated archival life, and drive controller functionality that makes doing a check for bit rot quite fast.

      Drives that are designed for removable media, but does WORM, cryptographically signing all written data.

      Storage makers just need to get their heads out of their derrieres and start hitting niche markets. Making a hard drive format that can work like tape, but relatively inexpensive, where the "drive" enclosure is pretty much a SATA pass-through would sell a lot of instances, especially with ransomware on the rise, so people are more aware of the need for backups.

    10. Re: Just so I understand by cyber-vandal · · Score: 1

      Three. You forgot Toshiba.

    11. Re:Just so I understand by drsmithy · · Score: 1

      Cloud providers have vastly more redundancy requiring much more raw space.

      I'd be interested to see any real numbers if anyone has them, but my guess is it's a wash.

    12. Re:Just so I understand by swb · · Score: 1

      I would almost guess that the need to accommodate growth spikes plus redundancy would make cloud providers at best a wash with on premises storage, even accounting for thin provisioning by cloud providers.

      The thing that could possibly give cloud providers a real edge is deduplication across storage, but that has a potential performance penalty and a real CPU and I/O cost.

    13. Re: Just so I understand by lucm · · Score: 1

      True. Still it's quite a depressing pie chart...

      --
      lucm, indeed.
  2. Keep dreaming... Azure is super sketchy.. by jopsen · · Score: 4, Informative

    Having used both Azure and AWS, I can honestly say that AWS is light years ahead of Azure...

    Azure storage services has got some awesome consistency guarantees.. But it won't scale like S3, not in terms of requests, throughput or features.
    Microsoft has an abyssal story for authorization and access policies... There is nothing like IAM that crosses all services, some services have policies, other services you get shared secrets (to be shared between all users)..

    Honestly, they can't even figure out to make a consistent naming policy between different storage services... Figuring out what characters is allowed in names of fields, resources, urls, etc. is a nightmare... Even with azure storage services (queue, table and blob) they have vastly different restrictions... It's a joke.

    The only thing interesting with Azure is their table storage service, price and simplicity wise it's a joy. But given how bad everything else, I'm tempted to move my stuff to AWS and pay a bit more for dynamodb...

    1. Re:Keep dreaming... Azure is super sketchy.. by jopsen · · Score: 0

      Off topic: I feel all nostalgic bashing microsoft on slashdot again...

      Haven't had any opportunity to so past couple of years.. :) hehe

    2. Re:Keep dreaming... Azure is super sketchy.. by Anonymous Coward · · Score: 0

      Microsoft's MO is making bad copies of other quality products. Azure is no different. The best parts about it are running Linux!

    3. Re:Keep dreaming... Azure is super sketchy.. by maxrate · · Score: 1

      Azure has been working 100% perfectly for me. I have various services including virtual machines on there. No problems. I also have a few with Amazon too. No trouble there either. How is Azure sketchy?

    4. Re:Keep dreaming... Azure is super sketchy.. by lucm · · Score: 1

      Try DynamoDB for a while and see what happens. It's a truly horrible product. Impossible to predict performance or price, it's like the worst the cloud has to offer, all in one product.

      --
      lucm, indeed.
    5. Re:Keep dreaming... Azure is super sketchy.. by Gussington · · Score: 2

      How is Azure sketchy?

      Did you read the GP's post? He gave examples right there...

    6. Re:Keep dreaming... Azure is super sketchy.. by Anonymous Coward · · Score: 0

      And will AWS still be "light years" ahead of Azure in 2019, when the article predicts Azure will be the largest IaaS vendor?

      Because if you're looking at them both NOW, you're ignoring the fact that there's 3 years of development time between now and 2019, and with Microsoft's deep pockets, most of these scaling, usage, and feature disparities can be evened off pretty handily. They've got a HUGE war chest, and seem to view Azure as critical to their long-term survival.

    7. Re:Keep dreaming... Azure is super sketchy.. by Anonymous Coward · · Score: 0

      But it won't scale like S3, not in terms of requests, throughput

      That's pretty damning, given that S3 is a pile of shit.

    8. Re:Keep dreaming... Azure is super sketchy.. by haruchai · · Score: 1

      I know of only a few companies using Azure - and all of them are Microsoft consultants.
      Most of the enterprise shops I deal with are on private cloud using Redhat or VMware, or Openstack with Rackspace or Dell or are on AWS.

      --
      Pain is merely failure leaving the body
    9. Re:Keep dreaming... Azure is super sketchy.. by haruchai · · Score: 3, Insightful

      A bigger war chest doesn't guarantee victory or Microsoft would have eliminated ALL comers 15 years ago.
      Scratch that - the only player in any industry attached to IT would be IBM.
      Google has a *HUGE WAR CHEST* (tm) too

      --
      Pain is merely failure leaving the body
    10. Re:Keep dreaming... Azure is super sketchy.. by mlts · · Score: 1

      Other than cost (where Amazon gets you coming, stashed, and going), what is so bad about S3? OpenStack's Swift is maturing rapidly, but S3 is still ahead of it when it comes to features.

    11. Re:Keep dreaming... Azure is super sketchy.. by jopsen · · Score: 2

      I also have a few with Amazon too. No trouble there either. How is Azure sketchy?

      An azure storage accounts have a single secret key shared between all users... If you have two servers/apps/persons using the same storage account they MUST share the same secret key. You can issue temporary keys, but you have to build an manage an authorization system that issues such keys. The user management in azure does not extend to cover storage accounts other than all or nothing, and all users share the same secret key. This is insane! Unthinkable in any non-trivial deployment.

    12. Re:Keep dreaming... Azure is super sketchy.. by jopsen · · Score: 1

      there's 3 years of development time between now and 2019, and with Microsoft's deep pockets

      Microsoft is stupid... Sad but true. They are not developing consistent services. Throw whatever money you want after it, if you have no single user manage, authentication and authorization system covering all APIs you loose. If you have different arbitrary restrictions on what ASCII chars is allowed when naming resources for different services (just in azure storage service, not counting everything else), it's going to fail...

      AWS is not perfect, but it is fairly consistently designed... As in IAM users and policies for all access control (with exception of S3 which has some legacy options too)...

      It's pretty clear that azure services are being developed by different teams who don't talk to each other.

    13. Re: Keep dreaming... Azure is super sketchy.. by WarJolt · · Score: 1

      AWS IAM is great and so many ways to establish identity. I have only a little experience with Azure, but it does seem a lot less flexible.

    14. Re:Keep dreaming... Azure is super sketchy.. by Anonymous Coward · · Score: 0

      You're probably right on the issues, but I'd say Azure has a better "business strategy". I've just used Azure on small/medium scale and the problems have really not come up so far. But the onboarding, i.e. the ease getting the first thing up & running, remote debugging just working, Azure is just a brilliant product. Someone starting a first cloud project and comparing AWS and Azure as options, you'd likely end up with Azure (like I did) just because it makes a lot more sense in the low end. And once you have things in production, cost and scaling have to be serious problems until you consider to migrate.

    15. Re: Keep dreaming... Azure is super sketchy.. by jopsen · · Score: 1

      IAM as not perfect... you can easily do subset testing to see if one policy is larger than an other policy... This is a major flaw in their design... Less power would have been easier to manage and more secure by implication.

    16. Re:Keep dreaming... Azure is super sketchy.. by Anonymous Coward · · Score: 0

      If nobody else says it...
      A light year is a measure of speed, not distance...

  3. "Terminal Stupidity Is On The Rise.. by kheldan · · Score: 0, Troll

    ..says Morgan Stanley", is what that headline should read. What a crappy-sounding future that is!

    --
    Are YOU using the TOOL, or is the TOOL using YOU? Think about it!
  4. what about google? by Anonymous Coward · · Score: 0

    Isn't their cloud services growing?
    Yes, they need to catch up to amazon feature-wise--but then again aws just barely released their EFS whereas google has had its own enterprise distributed GFS baking and in use for over a decade, among other feature they may be more mature on.

  5. Fuck... when will Microsoft just die quietly? by Anonymous Coward · · Score: 0, Insightful

    They have lived a long prosperous life, but it is time to move on.

    1. Re:Fuck... when will Microsoft just die quietly? by lucm · · Score: 0

      They make 20 billions in profit per year. This means that in a single hour they make more money than you will do over you entire life.

      So maybe you should take the smugness a few notches down.

      --
      lucm, indeed.
    2. Re:Fuck... when will Microsoft just die quietly? by haruchai · · Score: 2

      FFS, did you just the compare the revenue of ONE fucking guy to company that's 40 yrs old and has 100,000+ employees?

      Perhaps you can dial down your own smugness and tell us how M$ is playing catchup to VMware & Amazon, the latter being a online version of your general country store.
      It's like VW losing to Walmart in automotive innovation

      --
      Pain is merely failure leaving the body
    3. Re:Fuck... when will Microsoft just die quietly? by lucm · · Score: 1

      FFS, did you just the compare the revenue of ONE fucking guy to company that's 40 yrs old and has 100,000+ employees?

      Warren Buffet makes 1.5 million per hour. That's four times more than Twitter, and he's just one guy. He didn't inherit that money, he earned every penny.

      Strangely, Warren Buffet doesn't make smug comments about the need for highly profitable companies like Microsoft to "die quietly".

      --
      lucm, indeed.
    4. Re:Fuck... when will Microsoft just die quietly? by haruchai · · Score: 1

      Warren Buffet is an old school investor who's long admitted he doesn't understand tech so feel free to find another example.
      Or explain just how a book-and-toothbrushes online store became the biggest name in The Cloud, even though they've never really courted the bread-and-butter enterprise market and heavyweights like M$, HP, IBM, Oracle & Google are playing catchup 10 years on.

      --
      Pain is merely failure leaving the body
    5. Re:Fuck... when will Microsoft just die quietly? by lucm · · Score: 1

      That book and toothbrushes online store invented cloud computing, but they're not making money with it.

      --
      lucm, indeed.
    6. Re:Fuck... when will Microsoft just die quietly? by Anonymous Coward · · Score: 0

      Speak for yourself. Making little over 2 million in a lifetime isn't that far fetched.

    7. Re:Fuck... when will Microsoft just die quietly? by haruchai · · Score: 1
      --
      Pain is merely failure leaving the body
  6. Makes me wonder by rsilvergun · · Score: 1

    if IBM will finally kick the bucket. See, the nice thing about web apps, stacks (LAMP, MEAN, etc) and all that is you can move your app to any provider you want. Meanwhile a lot of companies have tons and tons of old code on pricey IBM mainframes. Everyone I know is trying to move their code off those systems. Sure, it's often a disaster, but with the economy perpetually weak saving $$$ is too important and even if it's a bad customer experience does it really matter when everyone's doing it?

    --
    Hi! I make Firefox Plug-ins. Check 'em out @ https://addons.mozilla.org/en-US/firefox/addon/youtube-mp3-podcaster/
    1. Re:Makes me wonder by Anonymous Coward · · Score: 0

      Moving away from mainframes, or more importantly Cobol, is a necessity for a lot of institutions. However, IBM still has a lot of skin in the game, where you cannot simply move your data into the cloud. When the information, you're holding and processing, is your business, f.i. social insuarance, insuarances, banks, you'd be doing yourself a disservice, by offloading that information to another business

      Those are the areas, where IBM still reigns big. Not necessarilly due to z/OS, but also through AIX. They scale like nothing else in the market. They outperform their competition in every aspect, except for maybe TCO

  7. they're doing it wrong by lucm · · Score: 2

    Azure is a lot more expensive than AWS, and they tend to increase price and decrease services. Meanwhile, AWS is on a mission to constantly lower prices.

    The logical outcome would be for AWS to see their market share grow, but the opposite is happening. Why? I think it's because they don't give a shit about enterprise customers. Even if you spend $55,000 per month on AWS you'll never get incentives or personalized service from AWS. On the other hand, enterprise customers get VIP treatment from Microsoft, wth steep discounts and effective, even proactive support.

    A while ago maybe it mattered to get rock bottom price for cloud computing. Now people want more than the Walmart experience when they expand their infrastructure in the cloud, and that's why Azure is growing faster than AWS.

    I still use AWS for my own projects, but I'm spending tiny amounts of money compared to the two clients I've recently helped move from AWS to Azure. And their main reason to switch was that they want to rely more and more on the cloud, and AWS couldn't be bothered to answer emails while Microsft sent PEOPLE to meet and wow them and make it enticing to consider Azure.

    --
    lucm, indeed.
    1. Re:they're doing it wrong by Anonymous Coward · · Score: 1

      Azure is a lot more expensive than AWS, and they tend to increase price and decrease services. Meanwhile, AWS is on a mission to constantly lower prices.

      WTF? I think you have been listening to AWS marketing BS, price is actually one of the key benefits that is making Azure grow so fast. Azure almost across the board is similiarly priced or cheaper. We run both AWS and Azure and are gradually moving from AWS to Azure over time purely based on price as functionality wise they are pretty similar for us.

    2. Re:they're doing it wrong by lucm · · Score: 1

      No. Retail price for VM is consistently 25-40% higher on Azure.

      Ex: a 1.5GB RAM instance is $35 on Azure, while an instance with 2GB is $20 on AWS. Both run Linux.

      --
      lucm, indeed.
    3. Re:they're doing it wrong by Anonymous Coward · · Score: 0

      I don't get the math.

    4. Re:they're doing it wrong by williamyf · · Score: 1

      Also, bear in mind that with Azure*, you can make a private or Hybrid cloud that works, acts, is controlled and is programmed exactly the same way as a public one.

      If you use AWS for your public cloud needs, and want to also deploy private/hybrid cloud, you need to handle those in a totaly different way at all levels...

      * Also with OpenStack, but OpenStack is WAY HARDER than Azure.

      --
      *** Suerte a todos y Feliz dia!
    5. Re:they're doing it wrong by lucm · · Score: 1

      No, what you don't get is the big picture

      --
      lucm, indeed.
    6. Re:they're doing it wrong by mlts · · Score: 1

      OpenStack's biggest advantage is the F/OSS nature of the product. For companies and organizations that might not have money for licensing, but have lots of people and man-hours to throw at OpenStack, it might be a solid solution, although there are things like VMWare's Fault Tolerant VMs and HA items which Nova really needs for it to be more enterprise friendly.

    7. Re:they're doing it wrong by Anonymous Coward · · Score: 0

      If those are your quotes, you're mangling a great deal of things from the AWS one. Like not adding realistic transfer costs or removing the free tier.

      AWS and Azure pricing at retail is roughly on par, depending on which has recently fiddled with their costing. Additionally, nobody ever pays retail for Azure unless they're a home user with a single VPS instance. Office 365, SPLA and the other subscription models give large discounts for Azure services, many of the OLP products do as well if you maintain SA.

      All that being said, I don't use Azure or AWS, I use Linode by preference, for pricing and performance reasons.

    8. Re:they're doing it wrong by Anonymous Coward · · Score: 0

      firstly where this growth is, is in enterprises and enterprises are not paying retail for either. Secondly the costs are almost identical, both organisations offer enterprises to match equivalent offering from each other to prevent undercutting and they update pricing constantly to match. Azure though has a huge advantage in the SaaS and PaaS area while AWS has a slight edge in IaaS. AWS is actually facing a serious uphill battle as it doesn't have the software portfolio advantage that MS has, get an org onto O365 or CRM online or Power BI or any of dozens of other products and suddenly the slight advantage AWS has is not enough to justify using them just for the IaaS parts.

    9. Re:they're doing it wrong by lucm · · Score: 1

      what are you talking about? the free tier on AWS means that for 1 year you get some services for free, it doesn't give a discount beyond that. And what the fuck is an Azure VPS instance?

      It's obvious that you're not an Azure or AWS customer and that you don't even know what cloud computing is, so stop trying to peddle your guesses as facts and go play with your linode.

      --
      lucm, indeed.
    10. Re:they're doing it wrong by lucm · · Score: 1

      Azure offers to match AWS prices to clients with an ELA, but you'll have to provide a link to prove that AWS does the same because I've seen no situation where it's cheaper to use Azure. That's like saying that Walmart will match Pier 1 prices.

      --
      lucm, indeed.
    11. Re:they're doing it wrong by swb · · Score: 1

      Fault tolerance in VMware is neat and a lot better in v6, but it requires a hell of a lot of network traffic for sync. A four CPU VM running FT eats 60 MB/sec sync, and that's just a bog-standard Win2012r2 VM running updates. It throws warning flags running it on 1 Gbit links.

      Even with 10 GBit Ethernet, I'd be wary of trying to rely on FT for a server with any appreciable CPU and disk workload, and even then its recommended to have a second datastore for the FT VM, so the resource requirements for best practices get pretty high. And the second datastore is obviously best being a totally separate storage device.

      I still think you're better off with an application or service that runs clustered and can tolerate the loss of a single cluster node VM and remain functional versus relying on a single VM for everything.

      True redundant availability is hard and expensive.

  8. Full Circle by Anonymous Coward · · Score: 1

    Microsoft was founded on the principles of local computing and in effect 'anti data center/mainframe'. Now people ( companies ) are seeing that it really was the right idea after all.

  9. Have these polls ever been right? by Gussington · · Score: 3, Interesting

    Someone needs to log these predictions by the Gartner types of this world to see how they pan out.
    I don't have hard data, but my memory tells me they get it wrong a lot more often than right.

    1. Re:Have these polls ever been right? by kochanski · · Score: 1

      >A new, international survey of 100 CIOs

      These surveys only tell you the mood of other CIOs. Which if you are a sales guy is useful. Or if you are a CIO and you want to make the "safe" choice, you at least know what that is. "Everyone is doing it" goes a long way with the boss.

      >Roughly 31 percent of the CIOs will be using Azure for IaaS, versus roughly 30 percent using AWS. Today, about 21 percent are using AWS and 12 percent are using Azure.

      This says to me that if you aren't an early mover, you are more likely to answer "Microsoft" to any questions about vendors.

    2. Re:Have these polls ever been right? by Gussington · · Score: 1

      This says to me that if you aren't an early mover, you are more likely to answer "Microsoft" to any questions about vendors.

      Also the term CIO is heavily biased toward big slow movers. I'm working on a large project with a lot of small developers, none of which have CIOs. And they are all 100% AWS.

    3. Re:Have these polls ever been right? by Anonymous Coward · · Score: 0

      I am working with a lot of a small developer firms too and conversely 90%+ are Azure. The free Azure usage you get with the MSDN subscription makes it a no brainer.

  10. Azure disk/ssd IO performance by ahabswhale · · Score: 2

    Last I checked, Azure had possibly the slowest disk and ssd IO performance of any cloud service. Amazon crushes them in this space.

    --
    Are agnostics skeptical of unicorns too?
    1. Re:Azure disk/ssd IO performance by Anonymous Coward · · Score: 0

      According to several recent benchmarks I managed to dredge up, Google crushes them both; Azure and AWS are basically on par. All 3 are abysmal (6-10x worse for latency or IOPS) compared to a local VMware cluster & SAN, within a single instance.

  11. Stock bump by Anonymous Coward · · Score: 0

    Need a bit more value eh MS?

    1. Re:Stock bump by Anonymous Coward · · Score: 0

      This report is timed to come in before quarterly results are announced.

  12. In oher news ... by Anonymous Coward · · Score: 0

    In oher news ...

    Windows Phone will overtake iPhone by 2015.

  13. It isn't Azure, it is OpenStack... by Anonymous Coward · · Score: 0

    Azure is definitely useful. It is a strong competitor.

    However, I'd say that Amazon's biggest future competitor will be OpenStack related offerings. Right now, OpenStack still has a ways to go before it is something that people consider production-stable out of the box [1], but it has gone from a novelty to something that businesses are at least researching, because of the F/OSS nature.

    OpenStack still has some weaknesses. If the database Keystone uses even hiccups, the entire thing will hang.

    [1]: HP Helion and Rackspace are good at making OpenStack work for individual customers.

  14. MIaaS by AchilleTalon · · Score: 1

    Microsoft Infrastructure as a Service.

    --
    Achille Talon
    Hop!
  15. Market share doesn't equal size by thecombatwombat · · Score: 1

    Setting aside the accuracy/sample bias of a survey like this, they seem to fundamentally misunderstand the business.

    How much infrastructure does the average customer on each one actually use? I mean if it's 30 and 31 percent, but the average customer on AWS is using five times the resources, Azure is still much, much, much smaller.

  16. microsoft could also be obsolete too by FudRucker · · Score: 1

    and become as relevant as Sun Microsystems with outdated arcane software because it is closed source and unable/unwilling to allow anyone to modify & rebuild, sourcecode is no mystery anymore, kids in school are now working on source code so when they get an idea to build something they are more likely to opt for GNU/FOSS/Linux to have more control of the operating system,

    when it comes to speculation there is two sides to that coin,

    --
    Politics is Treachery, Religion is Brainwashing
  17. I believe it by JustAnotherOldGuy · · Score: 1

    "Microsoft Will Be Largest Infrastructure As A Service Vendor By 2019"

    What with them changing Windows to a subscription service and the insane success of their Azure stuff, I wouldn't be a bit surprised if this turns out to be true in a year or two.

    I don't know what it is about Azure that's so compelling, but it does seem like a shitload of businesses are going for it in a big way. MS can't build datacenters fast enough to keep up with demand and that's gotta mean something.

    --
    Just cruising through this digital world at 33 1/3 rpm...