The Economist recently portrayed the Clash of the Clouds as as a three-way battle for supremacy in cloud computing between Microsoft, Google and Apple. Huh! Come again!?!
Though the author mentions in passing that cloud computing is kinda-sorta like mainframe timesharing, the back-end vendors in this space got no mindspace as players in the cloud computing market.
The Economist is no slouch as a publication. So what’s wrong here? Are IBM, HP and other vendors behind or inside the cloud unlucky, invisible, or simply under-sold?
Their situation is a little bit like the plight of the black cats in the animal shelter.
Black cats are considerably less lucky than other felines. Even wearing a large red tag in the shape of a heart, a black cat in a shelter has only half the chance of being adopted as a cat of any other color.
Black cats, you see, are a victim of outdated stereotyping.

What do mainframes have in common with black cats? Both are subject to old-fashioned stereotypes!
The “Witch’s Familiar” image of the black cat is not dead. It lives on courtesy of publications like Martha Stewart Living.
Marketers at animal shelters struggle with black cats as a product category. Black cats are right up there with proven enterprise computer systems (“legacy systems” by another name) in the ick factor. Black cats, like mainframes, are perceived to be difficult and scary.

What do data centers have in common with black cats? (A) Most people have never actually touched one. (B) they DO look a bit scary.
Nope, black cats are not the cats in the shop windows. And mainframes, even the low-cost, modern ones that run Unix and Linux, are not the computers the news. Both have an uncanny ability to fade right into the background.

What does the "plumbing" of cloud computing have in common with black cats? Both tend to fade into the background.
In fact, if cats shelters with black cats were enterprise systems vendors trying to sell cloud computing, they wouldn’t be in the picture at all.
You think I am kidding? Think again!
Here is an illustration from the Clash of the Clouds article in the October 17th issue of The Economist:

The new cats on the block are those who sell something touchable, something consumers can click on directly or hold in their hands.
The cool cats portrayed in this picture are Microsoft, Google and Apple. The not-so-cool cats of cloud computing, such as IBM and HP, are missing from the picture. (Kinda makes you feel old, doesn’t it, to see Microsoft satirized as a wind-up toy dinosaur.)
Seriously, this article is a good illustration of the black cat problem with marketing cloud computing. One computing stalwart behind the cloud is barely mentioned and others are left out entirely.
I was surprised to see this kind of reporting from The Economist. Their stuff is always well researched and thought out. Whoever wrote this understands the three companies profiled from a hands-on perspective. For example, the author has skewered Microsoft for knocking off Obama’s House Parties in an attempt to turn a difficult installation of Windows 7 into an occasion to celebrate with friends.
But it’s equally clear that The Economist doesn’t get IBM.
The author starts off strong, with the statement, “The cloud’s data centres are, in effect, outsize public mainframes.” True enough. But somehow he or she doesn’t twig to the fact that the company who invented mainframes and time-sharing might have a few clues about the cloud.
No, IBM is rolled into the story on the strength of its balance sheet.
If balance sheets are all that matter to cloud computing, would be worth noting that, as the largest technology vendor on the planet, Hewlett-Packard has a big balance sheet, too. But apparently HP has zero awareness as a cloud computing vendor. At least in The Economist’s eyes.
IBM rates a second mention in The Economist’s Clash of the Clouds article, this time in reference to the PC battle:
“How will this three-way contest play out? The last similar war was in the 1980s and early 1990s, when Apple, IBM and Microsoft fought for mastery of the PC.
Yikes. Triple yikes!
- Cloud computing is a battle on multiple fronts, not a three-way contest for consumers’ attention.
- The war relevant to cloud computing was not the desktop battle in the 1980s.
- IBM ‘s role in cloud computing is not as a PC has-been.
(I never thought I’d live to see the day when I’d be defending IBM, but apparently it has arrived.)
A rich online conversation included a lot of educational back-filling, such as this comment from Vzach, who brings out the role of the development community it the battle for supremacy in cloud computing:
“It’s kind of surprising that The Economist sees the battle of the clouds only in directly customer facing applications (such as Google Mail, MobileMe or the Facebook website) and as a three-way battle between Google, Microsoft and Apple (no Amazon or Salesforce).
This is really a very restricted way to look at cloud computing; it misses the use of the cloud as a platform that is leveraged by other parties to create customer facing applications. The Economist then also fails to understand the breath of Microsoft’s vision: Azure is the next operating systems and Microsoft imagines third party software vendors (that used to create Windows applications) to create Azure applications that are then executed in the Azure cloud. Microsoft will then directly profit from the sale and use of these third party applications (much more directly than they used to in the days of Windows).
Because of this restricted view on cloud computing The Economist then also misses the real battlefield in the battle of the clouds – i.e. the question which cloud will be the platform that third party developers will use to create their applications. Its telling that they fail to mention either Salesforce or Google’s AppEngine, core contenders in this battle of the clouds.
Look through all the comments, and I think you will agree that none of the cloud computing vendors reading The Economist get the power of social media marketing. There are no well-written comments that make interesting, on-point links to helpful information from any vendor’s thought leadership campaign.
Why wouldn’t technology vendors do what pet shelters around the country are doing and join their customers’ conversations?
Cat shelters take every opportunity to educate their customers through conversation. If you’re standing in a shelter looking at cats, a shelter volunteer will turn up to answer your questions. In the course of that conversation, volunteer will plant a seed in your mind to make sure that the black ones aren’t overlooked just because they’re less visible.
Technology vendors don’t have to wait till a customer turns up at a particular place to begin the dialogue. When a prospective buyer, recommender or user of cloud computing is reading and learning online, his or her mind is open and in the exploratory mode. This is an ideal opportunity for vendors providing information to be perceived as helpful, not intrusive. Online forums, especially around business publications, are ideal venues to reach approvers and users who are difficult or impossible to reach through classic technology marketing methods aimed at IT people.
In today’s world of information search and online forums, there’s no need to restrict marketing to the old-fashioned methods of interrupting prospects while they are trying to do something else.

The cutest fluff-cloud may not be the right one for you. Shelter volunteer will make sure you take a look backstage at the black cats. Cloud computing vendors should do the same.
“It’s kind of surprising that The Economist sees the battle of the clouds only in directly customer facing applications (such as Google Mail, MobileMe or the Facebook website) and as a three-way battle between Google, Microsoft and Apple (no Amazon or Salesforce).
This is really a very restricted way to look at cloud computing; it misses the use of the cloud as a platform that is leveraged by other parties to create customer facing applications. The Economist then also fails to understand the breath of Microsoft’s vision: Azure is the next operating systems and Microsoft imagines third party software vendors (that used to create Windows applications) to create Azure applications that are then executed in the Azure cloud. Microsoft will then directly profit from the sale and use of these third party applications (much more directly than they used to in the days of Windows).
Because of this restricted view on cloud computing The Economist then also misses the real battlefield in the battle of the clouds – i.e. the question which cloud will be the platform that third party developers will use to create their applications. Its telling that they fail to mention either Salesforce or Google’s AppEngine, core contenders in this battle of the clouds.