Analysts review GoPC.net
January 18th, 2010A report by industry analysts Nemertes Research this week discussed GoPC.net as an example of how leading edge cloud providers are now deploying “desktop services”, in our case provisioning cloud-hosted Linux virtual desktops. It said this highlights the growing enterprise interest in both virtualized PCs and cloud provisioning”. It went on to say that, ” Half of enterprises expect to use virtual desktops before 2011“.
This succinct report from John Burke, Principal Research Analyst at Nemertes Research assesses the technology and market quite accurately. That they predict 50% of enterprise will adopt virtual desktops in the next 12 months is more rapid than we are budgeting on, but the growth rate will certainly be logarithmic and we are planning for explosive growth. This is not just another technology trend but a seismic shift for the IT industry as it is fundamentally changing everything.
We will also announce the release of some very heavy weight advances in the enterprise domain in the next couple of weeks which will add much more substance to this.
John’s report went on to reference GoPC.net further, citing strong investor interest in this sector:
“Investors: IBM (NYSE:IBM), Sun (NASDAQ:JAVA) and others offer desktop-as-a-service models; smaller vendors, including GoPC.net and Moka5 (privately held) are also building the market, and are take-over prospects for large service providers including Global Crossing (NASDAQ:GLBC) and Tata Communications (NYSE:TCL).” — John Burke, Principal Research Analyst, Nemertes Research
We have been presenting this picture to our investors over the last few years and 2010 is looking to see a part of this prediction come to fruition.
A quote I read in The Economist a couple of years ago predicted “As computing moves online, the sources of power and money will increasingly be enormous ‘computing clouds’”. For investors this will likely start to provide handsome returns in the very near future. Referencing power and money sounds evil but it’s just a statement of fact as the shift is occurring because of the compelling benefits for end users. Everybody wins.
Graeme Speak
CEO/Founder






