Sunday, December 30, 2007

2008 Predictions

As promised, here are my 2008 Predictions. I don't think my predictions from last year (fiber to the home) came true at all -- as I visit my in-laws who can't even get a cable-modem or DSL in their new neighborhood (yet). goes:

1. As I have eluded to in the past, I am a big fan of utility computing. It does receive a fair amount of hype, but I can see the true potential in it and why people will start to see the light in coming years. Events that 365 Main and Rackspace encountered in 2007 helped paint the picture for web sites that only had a single hosting presence to wake up and take a more serious look at utility computing. Amazon EC2, S3, 3Tera and Joyent are pretty cool and worth a look for most anyone. I think the tools to measure, monitor and deploy utility computing will definitely grow in the enterprise realm, now that the internet sites/companies have pioneered so much. The growth of utility computing and enterprise interest should also help along the WAN accelerations and optimization industries as well. BTW--there was an interesting response to Intel's question about what emerging trends are in compute models - check it out here.

2. 2008 will see the hype phrase "Software as a Service" finally fizzle. There's no rocket science here people - get over the warm-fuzzy terminology.

3. Green/New Energy sources will continue to be big news in 2008 (big stretch here, huh?). Only two things I'll offer here.... the first, is to take a look at the Kleiner Perkins (Venture Capital firm) list of greentech companies they are funding --- here. I listend to Tom Perkins on the Venture Voice podcast recently -- what an interesting and amazing person! The second item is wind; Kansas took recent headlines , but it will continue to grow as a new energy source in 2008. There was an interesting story in Sunday's Des Moines Register about the wind industry in Iowa....some interesting stats and stories to see how the industry is growing here.

4. With the data center industry booming, I think 2008 will see more data center related services come out. I.E.- this article

5. Companies to watch / will be acquired? Akamai (an established company, but they will be doing exciting things), Riverbed , Savvis , Platespin , 3tera , and Joyent

6. Political ads will continue to be skipped on my Tivo . Living in Iowa means the privilege of having the first caucus, but the trade is enduring 24x7 ads on TV from the candidates. Maybe after the caucuses are over the ads will take a break until next fall.

7. Death to the RIAA in 2008 -- Alleluia!!

8. Here is my shot in the dark prediction -- at least 1 large acquisition will take place in 2008 in the Colocation or CDN industry. There has been a lot of activity here and some quality players; I think the market has hit a spot that something big will happen next year.

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