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  • Where we've been looking at different industries, so now Anurag we're looking at software here.

  • So how much is cloud computing going to accelerate next year?

  • From the results we saw in the previous quarter, it seems that the acceleration is peaking up, which could continue into 2016.

  • This is for basic infrastructure as a service. So, if you wanna start a new application, start a new business instead of building your own infrastructure,

  • you just go out and rent it from Amazon, Google, Microsoft.

  • And I think that's an area which could see acceleration much more than what we have seen in 2015 also,

  • which has broader ramifications for the entire tech industry. If companies that provide legacy software, so the kinds of

  • you know, the articles, the VMF, IBM does a lot of work where...

  • Now these guys will benefit from the cloud in their cloud segments, but their core legacy businesses or the core software and services that they sell,

  • I think they'll have some more pressure on those areas.

  • Right, and the core question is how quickly can they make that adjustment so that it offsets, you know, this legacy business decline.

  • Ok, security software is another area of growth, right?

  • Yeah, security has been an area of growth for several years. What we think is gonna happen next year also is,

  • what we've seen over the last one and a half year is there are certain advanced security companies, the likes of Palo Alto and FireEye that have done fairly well in terms of growth rates.

  • The likes of IBM and Cisco, which are traditional legacy software companies and the security rum,

  • I think they will also try to catch up and have a lot more advanced security products of their own,

  • so that they can also benefit from this rising advanced security expanding at his point.

  • Ok, so what about consolidation? Are we gonna see any kind of shake out, and any of these areas here on around?

  • We should see it across, the board spectrum whether it's cloud or security if you have niche vendors or if you have some specialization that they do,

  • they're most likely going to be acquired by larger vendors, the likes of IBM, Cisco, and some of the others. They would be more acquisitive at this space.

  • And analytics?

  • That's the one area I think that could become the promising area from an application point of view.

  • What we are starting to see is there's a lot of VC money going into machine-learning artificial intelligence for the past several years.

  • What we think is gonna happen next year is we're gonna start to see applications of that in software packages that come from,

  • let's say, you know, the companies like Microsoft, or Salesforce.com, or Workday.

  • When the software is updated,you have a lot more machine-learning and artificial intelligence embedded in that.

Where we've been looking at different industries, so now Anurag we're looking at software here.

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2016年にクラウドが支配する理由はここにある (Here's Why the Cloud Will Dominate in 2016)

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    Kristi Yang に公開 2021 年 01 月 14 日
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