Cloud computing is witnessing a rapid pace of adoption driven by enterprises, small and medium businesses and startups.
Most of the demand is being driven by enterprises, many of which sat out Windows Vista because of the financial crisis and, well, it sucked (no, it wasn't the pirates' fault).
Since its business is driven by enterprise software, the warning isn't a surprise, says Brent Bracelin, analyst at Pacific Crest Securities, who lowered his estimates two weeks ago.
The growth in revenue for hard disk drives is driven by enterprise HDDs, which are projected at 14% CAGR while the shipped capacity at 38% CAGR.
In addition, across these 14 companies, a few are international and thinly traded, and several others have different business models, with some driven by enterprise subscriptions (Zillow, Shutterstock, Yelp) and others purely by a take-rate (Grubhub, Etsy and eBay).
While the SaaS wave has largely been driven by enterprise software veterans (Marc Benioff, formerly of Oracle, Dave Duffield and Aneel Bhusri from PeopleSoft), this new wave is being pioneered by founders and teams largely outside the traditional stomping grounds.
The case can serve as a platform for discussion of the pros and cons of state-owned enterprises in a world where many countries' economic growth are driven by private enterprises.
They are angry that the party is trying to put a Mao-era ideological straitjacket on an economy driven by private enterprises and young consumers.
A site powered by a blog content management system can be indistinguishable from one driven by an enterprise content management system, and the answer to "what's a blog?" becomes more nebulous.
A year after the Thailand flooding disaster partially derailed production, the global hard disk drive (HDD) industry has fully recovered, with shipments to the computer market expected to hit a record level this year, driven by the enterprise market as well as the arrival of the Windows 8 operating system.
Partly that is driven by intelligent enterprise, seeking to reverse Dundee's dreadful employment record.
