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Moving Up the Food Chain in Cloud Solutions
I had predicted that Boomi would get acquired in May, 2010 after IBM acquired Cast Iron

While at Cloud Expo's Cloud Computing Bootcamp that I was instructing (and facilitating several vendors sharing their strategy), I was surprised with an e-mail from one of the speakers on second boot camp day. Boomi could not present the next day as they just got acquired. What surprised me was the acquirer: Dell! Earlier that day, ATG got acquired by Oracle - that sounded just like a typical software land grab.

Cloud computing is changing the very nature of vendors in the landscape. I had predicted that Boomi would get acquired in May, 2010 after IBM acquired CastIron. But I thought the acquiring company would have been a usual suspect – Oracle or SAP. The move from Dell to move into the integration layer is very interesting showing their expansion into services (Perot acquisition) and software that is typically defined as middleware or integration layer.

As I have stated several times before, integration is a crucial piece of cloud computing that relies on several components working together. What Dell does with this acquisition is to add capability of assisting customers not only in the rapidly commoditized infrastructure space to higher value of building integrated solutions for customers.

I predict the ecosystem to be rapidly consolidated with further acquisitions by IBM, SAP, Oracle and Cisco. Several startups show promise and the acquisition spree will continue for the next few years.

PS: RedHat stepped in for Boomi and Noelle Jakusz (@jbossgirl316) did a great job showing very visual integration using mashups.

About Larry Carvalho
Larry Carvalho runs Robust Cloud LLC, an advisory services company helping various ecosystem players develop a strategy to take advantage of cloud computing. As the 2010-12 Instructor of Cloud Expo's popular Cloud Computing Bootcamp, he has already led the bootcamp in New York, Silicon Valley, and Prague, receiving strong positive feedback from attendees about the value gained at these events. Carvalho has facilitated all-day sessions at customer locations to set a clear roadmap and gain consensus among attendees on strategy and product direction. He has participated in multiple discussion panels focused on cloud computing trends at information technology events, and he has delivered all-day cloud computing training to customers in conjunction with CloudCamps. To date, his role has taken him to clients in three continents.

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