The Gold Rush for Secure Clouds

Europe has blown the War Bugle, they will build their own EU clouds and secure their data and applications within the boundaries of Europe.
The Rest of the World will also follow suit in building their own Secure clouds for their business, government and anything else that needs cloud computing.
The Gold Rush is on for Secure Clouds built bottom up, it is going to be a bonanza for leaders who offer virtualisation solutions like VMWare and its competition including Microsoft Azure & others, Data Center Equipment hardware providers  IBM, DELL, HP and CISCO and others.
The marketing teams in these companies that provide the building material for cloud computing are going to be busy and laughing all the way to the bank. Their fears of the cheap Public Cloud will be history and no longer a challenge to their growth and revenues.

Secure Clouds in the Horizon will herald the demise of Public Clouds.

The cloud pundits who understand how to put together a cloud computing environment will be in demand, irrespective of their nationality. Cloud Architects who can deliver secure clouds will be  paid in gold for their skills.
China has shown how to build a secure national cloud by buying the Azure platform from Microsoft other countries will follow.
Open Source Computing may be used by countries who have good cloud computing  talent like India, China and Eastern Europe.
Are you ready for the Gold Rush, even if you do not understand the cloud it is a great time to invest in companies which provide the hardware, software and services in building secure clouds.
It is also time for to dis-invest from Public Clouds and SAAS solutions in the Public Clouds, their demise will be swift once these secure clouds are build, the decline could start from  New Year if the requirement for Secure Clouds becomes stronger
Are you ready for the Gold Rush for Secure Clouds, there is gold for everyone.

Demise of Messaging is the Advent of Computing

The fortunes of the glorious mobile telephony and  messaging companies RIM the makers of  Black Berry (BB) and Nokia the other awesome company are suddenly losing market share and their bottom lines are hurting.
The new stars are Apple and Samsung, what a difference in about two years, the tablet has come to rule and the handheld mobile is also used for telephony and messaging.
The hand held device is today's replacement for the laptop and heralds the end of tired shoulders and still better laptop burns on where the laptop normally rests.
This is truly the demise of messaging and the advent of computing, with the three pieces the cloud computing service provider, the telco who provides the bandwidth and the endpoint device provided by Apple, Samsung and few others who are ready to ride this change into the world of tablets.
The world is changing and what has this to do with the cloud, the power of these tablets are derived from applications from the cloud, the Facebook, Linkedin and the numerous Apple and Android applications available on the cloud.
Apple has become bolder and launched its icloud, what a way to disrupt the way the world computes and entertains itself.   Samsung already leverages on the cloud offering from Google.
Apple has tried to restrain Samsung with help from the U.S. courts, the marketing warfare is becoming bitter, the swords are out for battle between Apple and Samsung.
Why should Apple be so worried about Samsung, this is because Samsung has succeeded so well without owning the operating system. Samsung owes its tablet success to the Android operating System and to a significant extent to the cloud applications hosted by Google.
Apple has two adversaries Samsung and Google to fight and to add to its woes there are more applications available in the Android marketplace, Apple understands in the long haul it may lose to the Korean giant Samsung which builds its products itself unlike Apple which is dependent of China .
Apple has to beat  the Korean giant Samsung at the earliest to sustain its dominant position.
The next wave of tablet users are not going to be the brand conscious individuals with deep pockets which has been Apple's consumer base, it is going to be users who expect "More for Less" from their devices and investments. This is where Samsung will score over Apple !
This competition will take cloud computing to the next level, with cheaper, faster and better handheld devices from both Apple and Samsung.  This heralds a new epoch in evolution of the  Cloud.
What is left in this game is the consolidation of the internet bandwith providers on wireless the Verizons and others, the next battle will be in owning this wireless bandwidth which is not finite.
So it is time for better compression technology and better bandwidth utilisation from Telcos, Microsoft has done some innovation in this by using the unused TV bandwidths, but they will need to find the telecom carriers to finally move into this spectrum.
These disruptive changes will leave many great companies like RIM, Nokia and Microsoft gasping for breath, the new leaders will be Apple, Samsung, Google, Amazon, Verizon and many more who have matured in offering cloud computing services and support.
 The battle is moving to the next level when the biggies like Dell, HP, IBM & Cisco catch up by acquisitions or launch of new cloud services, this is good news for cloud computing and the customer.