There's a telling moment near the beginning of a video interview with Lew Tucker, Cisco CTO of cloud computing. The interviewer Neil Bu Wecker asks Lew -- who has been on board for almost six months -- to explain the networking company's cloud strategy "as we enter the space." A pregnant pause follows, then Wecker adds, "more aggressively."
The moment foreshadows one of the themes in the interview: Cisco wants the its customers, partners, and stockholders to know it's on top of cloud computing, it has a broad cloud strategy, and really, it's not too late for anyone to get in on the action. "We are very much at the beginning," Tucker says of cloud computing. "We're all at the same starting line here."
Tucker cites Amazon Web Services as being ahead of the curve, a successful play geared toward Web developers and startups who need access to cheap on-tap computing power. He also says enterprises are now becoming interested in the model and the potential cost savings it can yield.
From Tucker's perspective, that's great news for the companies waiting at the beginning marks. It means a grand opportunity for lots of different clouds from lots of different providers. The space won't be dominated by one or two major providers; rather, companies will create various types of clouds to meet the needs of different vertical markets, such as the government, medical organizations in search of "HIPAA-compliant clouds"; and banks looking to push ATMs to the developing world.