The document discusses the evolving landscape of cloud computing, highlighting key players such as Amazon Web Services, Google, IBM, and Oracle, as well as trends in hybrid cloud strategies and market activities. It categorizes cloud solutions into various models including SaaS, PaaS, and IaaS, while emphasizing the importance of security and infrastructure management. Additionally, it touches upon the challenges in defining cloud computing and its implications for enterprise integration and service delivery.

1. Forecast of the Clouds (What is the weather Tomorrow?) July 2009 Private and Confidential Mergers & Acquisitions Joint Ventures Strategic Alliances Reorganizations Global Strategic Consulting Global Investment Banking and Consulting

2. Recent Cloud Computing market activities Amazon Web Services Leading the industry with newer services, Added value 3 rd party vendor market growing Open Source of their API rumored Microsoft Azure strategy growing, Office Live, Dynamics Live, etc.. And other key applications moved to the cloud Google Google AppEngine strategy, plus Google Apps being pushed more to the Enterprise. IBM Blue Cloud strategy, opening up Cloud Computing data centers in 13 areas in the world. Hybrid Cloud Computing strategy: （ Public Cloud （ Smart Business Test Cloud ） と Private Cloud （ Cloud Burst) ） Oracle AWS EC2 sublicense, QWS S3 data backup service Acquisition of Coherence, Sun, BEA, Hyperion, Virtual Iron VMWare VMS-OS annoucement  Cloud Computing infrastructure technology ｖ Sphere announcement  Cloud Computing business stratetgy Salesforce.com Force.com business model available through Amazon Web Service, Google AppEngine Force.com API open interface Rackspace （ Mosso) Acquisition of 3 Cloud Computing firms  Jungle Disk, SliceHost Partnership with CDN Vendor  Limelight Focus on Hybrid Computing Solutions for Enterprise demand Big Fish eating Small Fish Hybrid solutions (private/public clouds) Focal point shifting to Enterprise Open Software community as a threat

3. What is a Cloud Computing solution made of? Attempt to group all of this into 3 groups Security BPM ERP Open API (Ajax, RoR, etc..) Closed API (APEX, etc..) Data as a Service Storage as a Service Billing PaaS Cloud Computing SaaS etc.. Security etc… Server V12N Storage V12N Network V12N Desktop V12N Data V12N File V12N Application V12N etc… VMWare Citrix Microsoft others Hypervisors Virtualization types Optimization Admin Mgmt. Remote Administration Automation Disaster mgmt Office Tools CRM Unified Communication Server Technology Dual  Quad Memory Slots + etc… Cooling Air Water Alternative Energy Solar Wind Network Technology 1GB/sec  10GB/sec Co-Location Technology Energy Mgmt. Disaster Recovery Remote Mgmt. Data Center design Container Remote location Standards EPA ISO 14000 Green Grid Infrastructure Regulation HW technology QoS Service Application Layer Virtualization Platform Layer Facility Hardware Layer Automated Provisioning Disaster Detection/ Recovery IaaS

4. Why is it hard to define Cloud Computing? IT Manufacturers IBM 、 HP 、 Sun 、 Dell Cloud Computing ISVs Oracle 、 SAP 、 Salesforce.com E-Commerce Amazon Internet Vendors Google 、 Yahoo 、 Microsoft Pure Players Joyent 、 OpSource 、３ Tera 、 Enomaly 、 Hosting Companies Rackspace 、 GoGrid 、 Savvis 、 Terremark IT Distributors Ingram Micro 、 TechData Further add value to own Reseller, Customer network Expand customer base to SMB Utilize own IT infrastructure Establish Vendor community Market application Retain customer base New Business Segment Added Menu to existing services Expand own HW. Service business Network Carriers AT&T 、 Verizon Network service growth

5. Cloud Computing market structure （ until recently ） Storage AWS Data Center Infrastructure (V12N 、 SAN 、 I/O Virtualization 、 Energy Efficiency ） Load Balancing SQL PaaS Added value (SLA, features) Allow Added Value Business Schema Users Persistent Memory Windows .NET IaaS Lower Op. Cost Green IT One big cloud in the sky

6. Cloud Computing as it appears today (more players…) Public Cloud Private Cloud Enabling Tools Public Cloud Cloud Computing is further defined Private Cloud is born End Users Application Developers Network Architects Software as a Service (SaaS) Platform Layer Application Development / Software Environment / Scalability Service Layer Complete Applications Platform as a Service (PaaS) Infrastructure as a Service (IaaS) Infrastructure Layer Virtualization / OS / Server Hardware / Storage / Networking Private Cloud Private Cloud Private Cloud

7. Where Cloud Computing will most likely go from now on…. Corporate in the Center Choice of many Clouds IT Infrastructure Private Cloud layer V12N + Auto Provisioning + Disaster Mgmt. + Metering/Billing + Security applications applications applications IT Infrastructure IT Infrastructure applications Public Sys. Mgmt. Cloud Public Server Cloud Public Storage Cloud Public Authentication Cloud Public Security Cloud Public e-Commerce Cloud Public Collaboration Cloud

8. How the System Integrator and Consulting sector fits in…. Public Clouds On-Premise Systems Hosting Services Private Cloud Migration Cloud Brokerage Service V12N + Auto Provisioning + Disaster Mgmt. + Metering/Billing + Security OS/VM Outsourcing System Maintenance Server Rental HW Maintenance Colocation NW service Private Cloud System Hybrid System On-Premise IT System Traditional SI Services Hybrid Cloud Hosting Migration Public Cloud Integration Public Sys. Mgmt. Cloud Public Server Cloud Public Storage Cloud Public Authentication Cloud Public Security Cloud Public e-Commerce Cloud Public Collaboration Cloud Dedicated Cloud

9. One Step Further, and see the cloud from a corporate asset view Employee Asset Talent mgmt. Project Mgmt. Business Intelligence Data Asset email document mgmt. E-Discovery Application Asset SFM/CRM E-Commerce ERP Employee Asset Data Asset Application Asset Global data sharing Real time analysis Centralized mgmt. Compliance Storage Mgmt. Archive Version Mgmt. Usage billing Cost Control