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Strategies & Market Trends : Value Investing
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To: J Mako who wrote (45475)11/15/2011 6:20:53 PM
From: Jurgis Bekepuris  Read Replies (2) of 78710
 
J Mako,

I don't think I know much more than you do. :) I am not really on the data center or service deployment side of things. I see some of the stuff that happens, but I am not directly involved in it. So thoughts below are all anecdotal. :/

Blade servers - Small companies just do their own rack (or use cloud) and change things fast as they grow. Midsize companies get into various bizarre setups since cloud doesn't usually work while homebrew sucks and outsourcing is not viable either. Big cos that are not technical at core might be getting IBM setups - I don't really know. Then there are Googles/Amazons/Facebooks/Microsofts that have teams for building out data/compute warehouses next to nuclear power stations. ;) Even that changes a lot, Google has gone through maybe 3-4 iterations of more and more sophisticated setups in last ~10 years. I know this does not answer your question really. :/

Services - I think things are pretty sticky until some IT-infra activist decides to switch things around. Or the operational side of company raises hell about something. But usually, if you get ORCL stuff or IBM/HP/etc. services they stick for a while. There is still a lot of spectrum though - things are very different between employee personal computer SW/services/support, data/compute centers, HR/admin tech infrastructure, etc. Still even crappy SAP, ORCL setups last for ages and even replace a simpler/better working products.
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