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LarryM99

6/14/2011 9:08 PM EDT

Cloud computing or even more prosaic online storage can be very useful as long ...

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Raghuraman

6/14/2011 7:32 AM EDT

In essence, bottomline is sending private/proprietary data into a cloud, ...

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Apple iCloud's starts air war with Google

Rick Merritt

6/6/2011 7:33 PM EDT

SAN JOSE, Calif. – Once again Apple has taken something most of its competitors are doing, polished the customer value part of it and come out looking like a pioneer.

So it goes with the iCloud service that brings Apple into closer competition with many services Google and others have been offering for some time. Apple's move follows announcements months ago by traditional rivals such Dell and Hewlett-Packard that are spending big bucks on their own cloud services and Intel which has been helping others launch cloud services as a way to cement customer relationships and lock users into the x86.

The contrast between Apple and Google in cloud is interesting. Apple remains a device company edging into a growing business in online services. Google is just the opposite. Now the two have essentially met in the middle for what will be quite a battle for the hearts and minds of the technorati.

While Dell and HP have announced generic plans to build big clouds, Apple has shown them a way to do it that really helps end users.

Apple has defined a half a dozen solid iCloud services, some of them simply reborn of Apple's failed MobileMe service. Others are fresh and thoughtful—the new iTunes Match service for example, that automates the process of getting all your music from any service in one repository. That's something that users have needed for a looooong time.

Apple's storage, backup and other music and e-book services are the sorts of things others are already doing or ought to be doing—making all content available on all registered devices from one service. Duh—that's sort of what Web services are supposed to be about.

It's a tribute to Apple's focus on customer value they saw such unmet needs as simply notifying all your devices when new photos are available on any of them. It's also an indictment of the rest of the industry that it has not delivered such simple things widely.

It makes sense now that Apple really wants to drive into offering online services it should bake online capabilities deeply into the gadgets that represent its main business. After all, Apple is the poster boy for vertical integration these days.

So it should be no surprise, Apple will bury the roots of its new messaging and news subscription services in to the bowels of iOS. That would give the fledgling services a hand getting in front of users and providing capabilities a more open alternative could not provide. This is a form of customer lock in at its best—and worst—and is typical of Apple's closed model.

It will be interesting to see if either Apple or Google move on to cloud-based movie services. The Ultraviolet technology developed in conjunction with movie studios is ready to start forming the basis of such online services. Google is more culturally likely than Apple to reach out to someone else's digital rights management technology.

Apple is going deep into Web services at a time when Google is increasing its hardware footprint. Not only have Google Android smartphones emerged as the leading competitors to Apple iOS, Google Chromebooks now directly compete with Apple MacBooks.

This is classic Mac versus Windows. Apple has an edge in controlling the design of its products from A5 microprocessors to Web services. Google can leverage a bazillion open source developers and OEMs to deliver its products, but it must heard those cats who will inevitably produce less than optimal work--but much more of it.

History shows good enough and lower cost usually win. Thus the Wintel PC. So I give Google a big edge here as the long term winner.

The Internet search giant is not shaking in its boots over iCloud. Apple's comment that it spent $500 million in one new data center to help launch these products is laughable. Dell committed to spending a billion on its cloud plans this year.

These amounts are drops in a barrel compared to what Google has spent with reportedly as many as a million servers in distributed data centers humming all around the world for years now.

Welcome to cloud computing Apple. It's going to be one heck of a show.





dylan.mcgrath

6/6/2011 8:16 PM EDT

Well said, Rick. I would add to your brief summary of areas where Apple and Google are clashing the media tablets. Tablets based on Android Honeycomb are emerging as the biggest challengers to iPad...

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goafrit

6/8/2011 9:16 PM EDT

Yes you are correct but Anddroid will win

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PJames

6/6/2011 10:15 PM EDT

Two important aspects that will determine the success of the "cloud" will be security of the data and availability of support. Hopefully Apple will set a standard far above the norm, which is rather awful.

I had a nightmare scenario where years worth of sent email disappeared from my Yahoo mail account. After wasting much time trying to get help from Yahoo, I basically got no support and no return of my lost email. So much for the safety of a data center. Individuals may fail to make backups of local data, but the situation is improved not a wit if cloud service providers refuse to use the backups they have.

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rick.merritt

6/7/2011 12:31 AM EDT

@PJames: Hard drive crashes suck whether they are on your drive or the one you rent space on from Yahoo. Long term products may be judged on the quality of their cloud services and cloud services may be judged on the quality of devices optimized to use them. That could give Apple another edge.

@Dylan: Can't believe I wrote a whole Apple/Google story without mentioning the iPad and Honeycomb. I must still be a bit jetlagged here in Taipei this week ;-)

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walkerb

6/10/2011 2:29 PM EDT

"and typical of Apple's closed model."

The person who wrote that has obviously not used an iOS or MacOS device. MobileMe, Google and Yahoo services are equally available on any iOS or MacOS system namely because all of those services use the same standard internet protocols. It is very easy to subscribe to and edit a Google calendar from the MacOS or iOS iCal applications. What I have not yet discovered is how to subscribe to ,rather than import, a calendar hosted by a non-Google server from my Google account. Now, there's an example of a closed system.

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hm

6/7/2011 12:46 AM EDT

Apple mentioned $29 per year for iCloud. How much space do one get for this amount? If larger amount of cloud space is required, how much does it cost?

Also, if device is Apple, can he avail other Cloud services or is one locked to Apple iCloud only?

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walkerb

6/10/2011 2:06 PM EDT

As announced, the base storage of an iCloud account will be 5 GB but music and movies do not count towards that total. The service will be free for iOS 5 and MacOS Lion users but $29 would be more than reasonable and much less than the current offering if it eliminates advertising.

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chanj

6/7/2011 2:53 AM EDT

Cloud storage shall offer backup service. Nonetheless, the infrastructure shall support fail-over which will effectively provide backup.

Going back to iCloud, it supports storage of your music through iTune. As far as I know, iTune won't upload all your music file to the cloud; instead, it will send the tag to iCloud. Then, Apple simply build a link between tags and the original music files. In addition, if you buy music through iTune, the music file will automatically be stored in iCloud. It is a very efficient way to provide cloud base music storage.

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PJames

6/7/2011 2:50 PM EDT

Cloud storage "should" offer backup. As my example cited above illustrates, the "shall" is less far less certain.

Don't assume your data is safe just because it's in a datacenter.

Though EE Times is probably not the right journalistic organization to do it, I wish someone would pursue some of the big companies and get straight answers as to what their policies are. Do they back up their drives, are they willing to use those backups to restore data when it is lost, etc?

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Raghuraman

6/7/2011 4:13 AM EDT

I am not sure if cloud is clouding the vision of all companies. They are jointly going into the dark room each claiming in the dark to be the first in God-knows-what! Cloud computing is about computing and not about 'storage', per se. Rssentially it is not just a server which is 'broadcasting' the files requested by the user. User basically offloads some or all of his tasks into a 'cloud'.

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Frank Eory

6/7/2011 6:27 AM EDT

Agreed. Online file storage is nothing new, and most of the hype about "the cloud" is really just hyping online storage.

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Raghuraman

6/8/2011 1:12 AM EDT

They seem to remove the 'computing' and just say 'cloud'. It is CLOUD COMPUTING. The cloud seems to suggest some sort of a 'farm' which could be one reason why Apple is thinking of it like a database of music or video files! This is clouding our mental process :)

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Raghuraman

6/7/2011 4:17 AM EDT

One of the key aspects/requirements in cloud computing is that the tasks/processes can be executed in any machine and that could indicate that 'Java' could be the key in cloud computing, running on Unix or Linux or Windows machine in the cloud. Each machine in the cloud should be able to spawn of such processes in different machines and collate their results 'sensibly'. There needs to be further consensus on what could be done in Cloud computing. Just blindly going into 'cloud computing' will lead the companies to nowhere.

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junko.yoshida

6/7/2011 4:43 AM EDT

Well put, Raghuraman. Then, I wonder what differentiations Apple's iCloud may offer from other companies' cloud services. That's the part I don't really get about this whole iCloud thing.

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Raghuraman

6/8/2011 1:14 AM EDT

It is almost like 'join-the-bandwagon' phenomenon. HP, Microsoft, IBM, Oracle - you name it - all are investing in cloud computing as if it is the silver bullet to redeem them from the recession. I dont think solution is simple as just 'cloud' it!

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steel_Cutlass

6/9/2011 1:09 PM EDT

Look at the differentiations between the Sony Walkman and the iPod. There is the answer to your question.

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nicolas.mokhoff

6/7/2011 7:56 AM EDT

Making clouds available to users is not a big deal, except when it comes to communicating and sharing between and among other clouds. It's another way to ensure loyal customers for Apple and others and creates proprietary clouds for them. What happens when my Apple cloud friends want to share data with other clouds like Google's? I predict many clouds that benefit its proprietors but will do little for intertwined interdependence among disparate users. The sky will become very murky.

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hm

6/7/2011 10:42 AM EDT

@Raghuraman: Cloud computing may be desirable requirement for some applications. But for Apple with devices like iPod, iPhone and iPAD - do they really need Cloud computing for their typical task? Main requirement for these Apple devices is Cloud storage and sharing data.

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Raghuraman

6/8/2011 1:17 AM EDT

'Cloud storage' has always been there. Coolgoose or Youtube are not new! What has Apple devices got to do with it?

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steel_Cutlass

6/9/2011 1:16 PM EDT

Devices like the Sony Walkman were always essentially there... Then came the Apple iPod.

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prabhakar_deosthali

6/7/2011 11:05 AM EDT

It sure is the best example of the private cloud being launched by one the esteemed company like Apple. Whether this icloud is offering the true cloud computing environment or not may be debatable but it is binding all the Apple products users all over the world. With such cloud service Apple can offer unified services across the globe at a very economical cost. It will be definitely a win-win situation for Apple and its customers

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Duane Benson

6/7/2011 11:19 AM EDT

Cloud storage is basically a commodity, as is physical storage on a local PC. It's just a spot to put stuff. The advantage of cloud storage, of course, is universal availability.

Given that it is a commodity, anyone who wants long-term, branded success in the cloud, will need some dramatic differentiation; something to set them apart from the masses. Whatever Google, HP or anyone else is doing, Apple has an advantage in the they are probably the best at that differentiation.

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selinz

6/7/2011 4:25 PM EDT

I recently purchased music from some place other than iTunes for the first time in 10 years. Well, my Android phone didn't make it seemless. I had to download an Amazon App that did make it easy. Why the heck wouldn't Google have their own music service?

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Jeff.Petro

6/7/2011 4:36 PM EDT

The more I think about about cloud based services, the more I wonder who the target audience really is.

Based on the article, I envision a cloud service to be a net centric storage facility for all your data. While these seems like an innovative idea, I can't quite see any corporation wanting to store their intellectual property or financials in some unknown data bank. Even if it was 'allegedly' secure, you'd have to put alot of faith in the untested cloud service which I don't think many IT professionals will let happen.

Now take a look at it from the point of view of 'Joe PC'. He places items in the cloud for the sake of convenience without the need for proven security. Music, movies, photos & the odd document will be the mainstay of his cloud experience. Essentially, items that are not critically important if they are lost and/or stolen.

So who do I predict to come out on top of the cloud? Apple, of course. And not because they know what a cloud is and how to implement it, but because their users DON'T know what the cloud is and will blindly buy into it.

I just purchased a 16Gig USB device for $20 and that'll be my cloud service. It is connected to a lanyard so it can hang around my neck and always be available anywhere I go. As a bonus, it came with SecureID on it and only I know the password. This is my cloud service and I'll fiercely defend the integrity of it. And by the time I need more stoage, the price of a 32 Gig unit will probably be around $20.

I'd have to say that I like my idea of a cloud service the best, and there will be those who will claim otherwise. My advice to them ... get your head out of the clouds.

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ck_02

6/8/2011 1:34 PM EDT

Personally, I am a fan and follower of @Jeff.Petro 's idea. Not only are my 8Gb flash drives around $10 a piece, but I don't have to pay a yearly fee for them. If one fails, I have a backup and there is no one to blame but myself. However, I don't have to try to call tech support just to find out there is nothing they can do for me and what happens to the fee I was paying them to keep my data safe. Well, it's simply gone along with my data. No thank you. Also, a 1Tb portable drive is usually under $50 now and that will back up most general systems, well at least the important stuff. :)

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Raghuraman

6/8/2011 1:26 AM EDT

I think we first have to come out of this 'cloud is storage' disposition. SaaS should be the way to look at 'cloud computing' and 'cloud' per se. Systems should be able to CHOOSE different services from different vendors in the cloud at different points of time. It could be like using 'book selection' service from Amazon, 'payment' service from PayPal, 'shipping' service from someone else. These services should be independent without any dependence on the predecessor or successor. As cloud computing grows, the granularity of these fine-grained services also will increase.

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Simon7382

6/8/2011 2:43 AM EDT

Sounds interesting intellectually, but who really needs this?? I tend to agree with Jeff Pero's comment above: most people do not need cloud computing and companies for sure will never trust it. This whole thing might just become the next netPC fiasco. A nice idea that has no practical utility.

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ck_02

6/8/2011 1:39 PM EDT

As far as a service provider in a cloud system, I think Steam has done well so far. A person has a library of options available to them and download that option at their convenience. And the items that they have downloaded to their account are available at any PC that has the Steam program available. Blizzard has done something similar with games that are purchased. Once registered, said game can be re-downloaded if the data is corrupted on the individuals PC, given the appropriate log-in info.

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Raghuraman

6/8/2011 3:57 AM EDT

Who needs this? :))) Who needs multi-core? Microprocessor companies are having their backs to the wall. So tape out dual core, 4 core, 8 core etc. Licensing for multi-cores is still an issue! Cloud computing is like multi-core, at least as of now. Software vendors will charge more saying 'our product is cloud enabled' :)) Ideal scenario for cloud computing is 'having a PC' with just monitor and keyboard AND SUPER-FAST CONNECTIVITY TO A CLOUD.

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ck_02

6/8/2011 1:41 PM EDT

That will indeed require a more reliable infrastructure first. :)

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Raghuraman

6/8/2011 2:09 PM EDT

Some relevant links that I got today
http://www.computerworld.com/s/article/9217438/How_the_Apple_iCloud_compares_to_Google_s_cloud
This mentions about the 'super-fast connectivity and monitor+keyboard' paradigm that I mentioned. The other link is the set of white papers on cloud computing - http://www.computerworld.com/s/whitepapers/topic/158/Cloud+Computing/1

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Raghuraman

6/8/2011 11:39 PM EDT

More on Apple
http://www.washingtonpost.com/business/technology/it-just-works/2011/06/08/AGTxnZMH_story.html

Apple’s belief is clearly that users will not and should not care how the cloud actually works.

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Frank Eory

6/9/2011 7:40 PM EDT

As several commenters have pointed out, a cheap flash drive or portable hard drive solves the backup and file storage needs of most of us. Pay-as-you-go cloud storage just doesn't offer much of a value proposition (free cloud storage is a different story).

But what about true cloud computing? That won't likely be free. A very powerful desktop PC can be built for rather low cost and I will never need to pay a rental fee to use it. Pay-as-you-go cloud computing isn't likely to offer much of a value proposition either.

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hm

6/9/2011 8:21 PM EDT

I wish major EDA vendors like Mentor and Cadence offers cloud computing with their tools like Mentor Hyperlynx for simulation and similar tools. If I can interface my Altium AD10 schematic and layout to Mentor Hyperlynx for SI analysis of high speed designs on cloud computing, it will be very helpful.

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Raghuraman

6/10/2011 12:51 AM EDT

We are not even off the starting blocks of cloud computing! Major EDA vendors wont flock early. Security, license are some of the issues that come into mind immediately. If I were to analyse a gate-level netlist of a design from XYZ company using tool ABC. XYZ should have a licensing agreement with ABC, should need a secure network (like https?) to send their netlist across to the cloud, run the job (how many seconds or hours or days?), get the results back (in a file or display on screen?), debug if necessary etc. I can roll off stumbling blocks just with on-top-of-my-head thoughts.

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hm

6/10/2011 1:24 AM EDT

Some time back, I was informed that Cadence planned to offer high end software online (Cloud Computing?). You select modules you like and you pay as per use. You do not have to purchase licenses. You only need to register and login with them for this usage.

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cyclone08

6/10/2011 2:36 PM EDT

Does anyone know what's going to happen when these devices start pulling data out of the cloud without asking permission? Will they only download on wifi networks, or will there be a lot of surprised cell phone customers?

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docdivakar

6/10/2011 4:51 PM EDT

@PJames: one thing you should do (to backup your Yahoo emails) is enable POP access and use an Email client (like ThunderBird) and down load all your messages to your desktop. I religiously do this since I also use Yahoo Small Business services for a startup.

@Raghuraman: enjoyed reading your comments. You make too much sense that many marketing types don't want to hear!

I for one have not bought in to cloud storage concept for personal stuff. There are many open source tools today that can easily create and manage RAID-like directories for your NFS-enabled hard drives at home. When 2Tb of desktop drives are selling for less than $99, it doesn't make any sense to shell out $10's of dollars monthly for on-line storage. Stuff that I need to pass on to family members easily fits on my 8Gb USB drive. If you still want to access your content on your personal network drives, you can do so with remote desktops any way. The emerging HAN market tools will make it even more transparent for many users bypassing the cloud storage.

@hm: I just returned from DAC at San Diego yesterday. Yes, there was some buzz about cloud in EDA but no one talked about pricing models. In my opinion, the big EDA players are all allergic to the SaaS model and pay-per-use!

Dr. MP Divakar

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daleste

6/11/2011 6:59 PM EDT

Dr. MP Divakar, thank you for the suggestion of using POP to download my yahoo mail. It is only a personal account, but I would hate to lose it.

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Raghuraman

6/13/2011 1:15 AM EDT

Cloud computing can only be used for 'data requests' by 'reading' or 'analysing' PUBLIC AND FREE DATA, 'performing simple, atomic transactions/computations on the same' and 'send the results back'. Sending/storing 'private' data into a 'public' cloud may be a non-starter. Cloud computing can be used to provide meaningful data/trends to people/companies ruminating on their future. Finally it boils to the DECISION that an individual or company takes after the 'data request'. For example, if you get data on what people in Texas aged beween 20 and 40 buy/search in music, maybe that could lead to a start-up in Austin or Dallas catering to this as their USP. Similarly, if you get data on what is the frequently searched job in California for people fresh out of college, may be that could lead to people thinking 'out of the box' and do something new (innovate?).

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Duane Benson

6/13/2011 10:22 AM EDT

Quite a number of companies these days seem to be having Internet security problems with their data. It's interesting to ponder the security issues associated with wide-scale cloud storage and cloud computing.

On the one hand, the cloud services companies should be experts at security. In the same sense that most companies don't design and maintain their own physical security systems, it may make sense to concentrate security expertise in the cloud services companies and end up with better overall security.

On the other hand, one breach of the right sort could potentially cause much greater damage upon a large number of companies. In addition to concentrating expertise, it would also be concentrating risk.

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Raghuraman

6/14/2011 7:32 AM EDT

In essence, bottomline is sending private/proprietary data into a cloud, hopefully with a 'secure' network. Most companies that deal with internet are not software companies, forget security experts. They are at best 'users', already facing some security risk, and cannot afford to spend too much on a speculative technology like cloud computing putting their entire enterprise at a security risk.

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LarryM99

6/14/2011 9:08 PM EDT

Cloud computing or even more prosaic online storage can be very useful as long as the Internet infrastructure is up to the task of making the access painless. My biggest concern along those lines is the number of tollgates that are springing up. Unless ISPs can be convinced that they don't need to get a cut of everybody's business then all of these online services could be in trouble.

Larry M.

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