Thanks for stopping by and also for your comment. It’s been a somewhat rainy winter here in California and I was able to put the time spent indoors to good use and do this update for 2012:
http://softwarestrategiesblog.com/2012/01/17/roundup-of-cloud-computing-forecasts-and-market-estimates-2012/

I suspect there will be more aggressive market forecasts from Microsoft in general and Steve Ballmer specifically during the coming week, when their Convergence Conference happens in Houston. All of those hyper-aggressive growth figures are meant to front-end load the value proposition of reselling their cloud applications, of course.

Yet in reality, to be profitable reselling cloud and SaaS-based apps it’s been my experience a CFO, CMO and CEO really have to know what they are doing. Cloud pricing and reselling are the black diamond slopes of enterprise software profitability analysis; experts only can make it down the slope without breaking something. I need to write more about the economics of cloud and SaaS, as I see a huge gulf in the ability of many companies to navigate these very difficult decisions and stay profitable as software businesses. The entire space, to me, is fascinating. Thanks for stopping by and have a good weekend!

Most interesting. Next time you’re wondering how to use up some valuable time and the sun’s not shining, it would be great to see an update. The estimates I’ve been looking at just get wider and wider. I like to contrast Steve Ballmer’s comment that the industry has invested $3.3TN in Cloud with present estimates of the global revenue of (well, what?), assume say a 20% profit on those revenues and a 25% CAGR and see how long before ‘the industry’ gets its investment back.