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Andy Kessler has a great op-ed in the Wall Street Journal, The War for the Web:
Microsoft was smart to walk away (for now) from its $44 billion bid for Yahoo. It's never good to overpay. But the software giant - whose stock has flatlined for eight years - was onto the right strategy in looking to the Web for growth....
With the Microsoft/Yahoo deal breakdown, everyone assumes Google walks away with the prize. Not so fast. This contest is just starting. For Microsoft or Google or anyone else to win, they need four key elements of an end-to-end strategy:
- The Cloud. The desktop computer isn't going away. But as bandwidth speeds increase, more and more computing can be done in the network of computers sitting in data centers - aka the "cloud."...
- The Edge. The cloud is nothing without devices, browsers and users to feed it....
- Speed. - Speed. Once you build the cloud, it's all about network operations....
- Platform. ...Having a fast cloud is nothing if you keep it closed. The trick is to open it up as a platform for every new business idea to run on, charging appropriate fees as necessary....
Andy's analysis is all in those ellipses. Succinct, on-point, and refreshingly insightful about the true drivers of Web 2.0. And I can't help pointing out that the Wall Street Journal has now noticed the fundamental premise of our Velocity conference: "Once you build the cloud, it's all about network operations."
If Velocity were a movie, don't you think that quote might be on the movie poster?
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Andy Kessler在华尔街日报上有一篇评论——逐鹿Web：
微软放弃了对Yahoo公司440亿美元的收购。多花钱肯定不好。不过软件巨人——股票已经8年表现平平了——已经开始了从Web上寻找增长的正确的战略方针……
微软和Yahoo的交易流产了，所有人都认为Google渔翁得利。还不至于这么快。这场竞赛才刚刚开始。无论是微软、Google或者是其他什么人，要想赢得胜利都需要一个包含四个关键要素的端到端战略：
-云计算。桌面计算并未终结。但随着带宽的增加越来越多的计算可以由数据中心的计算机网络来完成——也就是“云计算”。……
-优势。没有设备、浏览器和参与的用户云计算什么也做不了……
-速度。如果你构建了云计算，那一切就是网络运营了……
-平台。……如果你不开放再快的云计算也没用。关键是作为平台将其开放，让各种商业新想法在上面运行，在适当收费……
Andy的分析在那些省略号里。简洁、富于见解地切中Web 2.0的驱动力。我不确定华尔街日报是否已经注意到了我们Velocity（速度）会议的基础理念：“如果你构建了云计算，那一切就是网络运营了。”
如果Velocity会议是一部电影你不认为应该把这句话放到海报上？
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Tim O'Reilly
2008/05/06
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