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Research Duquesne Advisory delivers in-depth analyses of Information and Communications Technologies, their implementations and their markets. Research is based on critical observation of the market by the analysts and their on-going contacts with the vendor community, together with hands-on, practical experience in consulting engagements.
Research

US jurisdiction over emails in Dublin: can Microsoft win in the Court of Appeals? - 01/12/2015

Microsoft is girding up for the third round in its long and bruising battle with the US government over a search warrant for a customer’s emails stored in its Dublin data center.

In December Microsoft upped its ante and filed a remarkable 74 page brief with the U.S. Second Circuit Court of Appeals to overturn the ruling.

Without abandoning the constitutional high ground, Microsoft’s lawyers have charged the District Court with faulty legal reasoning, unfounded speculation about legislative intent, misreading or omission of important precedents, and deeply flawed overreach into the policy making prerogatives of the US Congress, not to mention fuzzy and ill-informed thinking about "the airy nothing of cyberspace".

Amazon Web Services: protecting privacy with “customer controlled” encryption - 08/04/2014

Despite persistent concerns about the security of public clouds, most IT professionals will admit that major US providers such as AWS, Microsoft, IBM and Verizon are in fact very good at security, as are European players like Orange and T-Systems.

In the case of the US cloud players, however, being good at security may not be good enough, when a major threat to the privacy of the data of their European customers is perceived - right or wrong - as coming from an increasingly intrusive American government.

American carriers and Internet firms have now begun to “push back” against US government demands for customer information. In addition to legal recourse, the option for customers to use powerful encryption technologies under their own control, and in particular those proposed by AWS, is now part of the discussion.

bullionDB: cleaning up costly legacy database sprawl - 06/04/2014

Legacy database sprawl is a very real and very expensive problem for IT departments.

With bullionDB, the French company Bull - now becoming part of the Atos family - may not have a “sliver bullet” but it does have a value proposition that should be attractive to a good many customers.

US law in European datacenters: Microsoft in federal court - 05/13/2014

On April 25, 2014, a US federal magistrate judge ordered Microsoft to turn over the contents of a customer’s email account stored in a server located in Dublin, in a ground breaking ruling that dramatically expanded the reach of US law into the datacenters of American Service Providers wherever located.

To its credit, Microsoft immediately announced plans to appeal, and girded up for what will probably be a long judicial battle about national jurisdiction and the right to privacy on the Internet. This summer, It lost again in the full District Court but is committed to fighting on in the Secord Circuit Court of Appeals and maybe up to the Supreme Court.

The stakes are very high because, if the ruling stands, it could potentially impact not only ISP email services but also services like Office 365 and Google Apps, and even the B2B cloud services provided by AWS, IBM, Verizon and of course Microsoft itself.

Big Blue 3.0: Software-defined IBM - 03/06/2014

IBM’s long history has seen many different periods, but two major “eras” can be identified. The first can be described as the “hardware-defined IBM” era – from the company’s inception to a time when it proudly dominated most IT markets and up to the eighties/nineties when it ignited the PC revolution.

IBM then engaged in a major strategic shift which led to the “services-defined IBM” era that lasted until beyond 2010 as the company became a global leader in IT services.

It is the services-defined IBM model that has now reached its limits. Big Blue clearly needs a new, major growth relay. While IBM’s communication focuses on cloud, mobility, big data, analytics, and business transformation, the company’s recent moves strongly suggest that its third major era can actually be characterized as the “software-defined IBM” era.

War for the Cloud: Realism about Rackspace - 02/24/2014

Wall’s Street’s love affair with Rackspace appears to have come to an end, or at least taken a big hit.

Several days before Saint Valentine’s, the company announced mixed 4th quarter results, light revenue guidance and the "retirement" of Lanham Napier its young CEO. In the earnings call, management also sketched out a new, "services intensive” hybrid cloud strategy aimed at corporate customers.

The company has long been a darling of the Street, with valuations that suggested that investors saw it as a serious challenger in the cloud to AWS and even the likes of Microsoft, Google and IBM.

This time investors didn't like what they heard, and shares promptly plunged more than 20% over the following two days.

HP 2014: back to basics - 01/19/2014

In January of each New Year, it is a time honored tradition in many European countries for political leaders as well as companies and organizations of all types to present their “best wishes” in meetings with constituents, customers, journalists and – in the case of technology companies – industry analysts.

Large ICT companies often take advantage of this annual ritual to lay out their roadmaps and explain what is new and “exciting”.

Respectful as always of tradition, Gérald Karsenti, CEO of HP France, convened the press and a few industry analysts on January 14 in Paris to a “best wishes breakfast conference” in order to sum up 2013 and sketch out some key directions for 2014.

War for the Cloud: Verizon "reinvents the enterprise cloud"… or maybe the wheel? - 11/03/2013

As expected, 2013 has been a big year in the war for the public cloud.

Amazon Web Services (AWS) – the 30O pound gorilla of the public cloud – led the rush for mind and market share, aggressively adding features and expanding its already formidable ecosystem.

After several months of swirling industry rumors, IBM made its move and bought Softlayer, a “commodity like” player with an innovative platform based on Citrix XenServer and CloudStack. Another bold move came from software editor VMware, with the launch of its own public cloud, the “vCloud Hybrid Service”.

Throughout the year, announcements from numerous players, big and small, came fast and furious. Among the most interesting was the announcement in early October, by the US based telco giant Verizon, of Verizon Cloud

Bull, FastConnect and Big Data in the Cloud - 10/21/2013

Bull recently announced the finalization of its acquisition of FastConnect, a 120 person French integrator specialising in SOA-based distributed architectures, Cloud migrations, Big Data and analytics.

FastConnect will become part of Bull's Business Integration Solutions Business Line and will be the focal point for the creation of a center of expertise for Cloud applications and Big Data projects.

Despite the modest size of the operation, it does shed interesting light on how a medium sized, multi-niche ICT player like Bull may be able to achieve some degree of real differentiation in the Cloud as well as scaling up its delivery capabilities.

IBM and Public Clouds - The Empire Strikes Back - 08/28/2013

With IaaS becoming a mainstream market, the cloud is clearly established as the defining model for 21st century information systems architectures, even though conventional systems and infrastructures will not fade away anytime soon.

Following Software-as-a-service (SaaS) and private clouds, public Infrastructure-as-a-Service (IaaS), is gaining momentum with mainstream customers.

Public IaaS is no longer solely relegated to test and development uses, but now rather routinely considered and evaluated, if not always adopted, for core information system applications.

With this evolution, enter the heavyweights of IT, and in particular IBM.

Outsourcing and Offshoring 2013 Part 2: The demand side perspective - 08/21/2013

Whichever the suppliers, and despite the relatively smaller average size of contracts, we expect outsourcing and offshoring to become more critical and strategic in the near future, with a shift from legacy and operations offloading to digital transformation and innovation initiatives.

To secure success, customers will need to carefully structure, contract and manage these projects. Even more importantly, as they rely on external partners to accompany and enable such major changes, it becomes necessary to develop a much closer business relationship.

War for the Cloud: What's new with BT Cloud Compute? - 05/20/2013

2013 is shaping up as a big year in the war for the cloud and especially for IaaS.

On the supply side, global IT players such as Microsoft and Google are challenging Amazon Web Services (AWS) in the high volume “Commodity IaaS” market. Other players such as IBM, CSC and Orange are focusing on the high value “Enterprise Class” space, with offerings that include well structured “IaaS Management Services”.

The battle is also heating up in the enterprise grade, self-service space. A recent example was the announcement by BT, the British telco, of the expanded availability of BT Cloud Compute.
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Duquesne Advisory

Duquesne Advisory is a European firm, dedicated to researching, understanding and advising clients worldwide on opportunities and trends in Information and Communications technology.

Research

Duquesne Advisory delivers in-depth analyses of Information and Communications Technologies, their implementations and their markets. Research is based on critical observation of the market by the analysts and their on-going contacts with the vendor community, together with hands-on, practical experience in consulting engagements.

Consulting

The analysts of Duquesne Advisory leverage the Firm’s ongoing market and technology research to undertake high added value consulting engagements for both ICT users and ICT providers. Focused on client service, their approach is rigorous and methodical, and at the same time pragmatic and operational.