I want more of this analysis
I'm loving this analysis, Andrew, but I want more. You're clearest in analyzing where HP has fallen short and what it could do to improve its position. I'd love to hear your development-expert opinions on the breadth and appeal of the IBM and Oracle clouds as well.
Amazon was the first mover and Microsoft has big numbers of developers. But is winning in the cloud only measured by having the most customers? Have IBM and Oracle, for example, created cloud portfolios that effectively meet the needs of IBM-centric shops and Oracle-centric shops, respectively, even if they'll never beat Amazon or Microsoft on sheer numbers? I'm not suggesting that's the case. I'm sincerely looking for more of your analysis on each player (and please link earlier coverage if I missed that).
You delivered a qualitative, not just quantitative, assessment of Helion, and it would be great to get your take on the other top cloud competitors.