Oracle Turns Cloudy But Is It Too Late?

By Dana Blankenhorn: While Oracle (ORCL) is rolling out what I've already called its phony cloud Red Hat (RHT) is quietly solving real cloud problems with a new management platform

By Dana Blankenhorn: This has been a hard few months for OpenStack, the open source cloud infrastructure first pioneered at NASA and later offered, as an open source project, through Rackspace (RAX) and, now, the OpenStack Foundation.This spells trouble for IBM.

By Dana Blankenhorn: Which has more value in the cloud, open source code or an open API?

By Dana Blankenhorn: The launch of the Nebula One, a pizza-sized connector that turns a collection of standard x86 devices into a private OpenStack cloud for about $100,000, could prove a very big deal.

By Dana Blankenhorn: The cloud computing market is caught between its head and its heart. The head is closed. The head buys VMWare's (VMW) vSphere hypervisor, which is proprietary. The head buys Amazon (AMZN) Web Services' (AWS) public cloud, also proprietary (but with an open API). The heart, however, is open.

Dana Blankenhorn submits: While Google (GOOG) may be the biggest open source company, the biggest winner in open source may be Rackspace (RAX). Since announcing its OpenStack cloud project less than a year ago, the value of the San Antonio-based hosting company has doubled.

By TechCrunch: By Rip Empson

Dana Blankenhorn submits: The purpose of an ETF is to spread risk and deliver a “pure play” in a sector. The launch of an ETF for cloud computing, dubbed SKYY, is causing a lot of excitement. It launches July 6. Too much excitement, in my opinion.