Google: Numbers favor Android over iPhone

The more you roll the dice, according to the law of large numbers theorem, the more likely you are to hit an expected average of 3.5.

And according to Google VP Andy Rubin, the more the search giant blankets the industry with competing Android-droid based mobile handsets, the more likely Google is to hit its expected value of market dominance over Apple's iPhone.

"It's a numbers game," Rubin said. And the numbers look increasingly rosy for Android.

Consider AdMob's new report (PDF), which pegs Android as accounting for 25 percent of mobile ad requests … Read more

Analyst: New developer demographics favor Linux, PHP

COLUMBIA, S.C.--Microsoft CEO Steve Ballmer might agree with The Who that "the kids are alright," but he's unlikely to appreciate their changing taste in programming languages and operating systems. But then, neither will Oracle CEO Larry Ellison.

After all, according to at the Forrester analyst Jeffrey Hammond, speaking here Thursday at the 2010 Palmetto Open Source Conference, the rising generation of developers are more familiar with Ruby and PHP than Java or .Net, and increasingly opt to develop and deploy enterprise and Web applications on Linux rather than Windows or Unix.

The beginning of the … Read more

When will cloud computing start raining cash?

Open-source cloud vendor Eucalyptus is rumored to be raising venture money at a $100 million valuation. Meanwhile, an Under The Radar conference dubbed "Commercializing the Cloud" is set for mid-April at which a host of new start-ups will talk about how they're set to shake the clouds free of billions of dollars in sales.

It can't come soon enough. For all the talk about cloud computing, the business of cloud computing is still in its infancy.

When will it grow up?

There's no shortage of exceptionally cool cloud technology. The most recent company to get … Read more

Bad economy is a gift that keeps giving to Red Hat

Someone should tell Red Hat that the world has been muddling through a global recession for the past few years. While others' earnings went into a deep freeze throughout the recession, Red Hat has consistently posted strong numbers.

Red Hat's fiscal fourth-quarter 2010 earnings, announced on Wednesday, are no different. Does the company ever get bored of reporting double-digit growth and record billings?

Apparently not.

Red Hat notched its fourth consecutive quarter of exceeding analyst expectations for profits. Highlights from Red Hat's earnings include:

$195.9 million in total revenue, up 18 percent from the year ago quarter. … Read more

Google rivaled by open source in angel investing?

Nearly six years ago, Google went public and unleashed over $170 billion in employee wealth--money that is now being actively re-invested in building the next wave of Googles.

Is Google the exception, or is such reinvestment the rule for Silicon Valley entrepreneurs?

A quick scan of the industry suggests that Google is, indeed, exceptional, but perhaps not to the extent that people think.

Googlers aren't alone in spending their wealth on technology investments, of course. Well-known entrepreneurs like Marc Andreessen and other angel investors have gone on to fund new start-ups like Twitter and LinkedIn.

Such angel investors get … Read more

Why Google Android is winning

The global smartphone market is still RIM's to lose, with Apple in the pole position to profit from its mistakes. But new ComScore data on the U.S. smartphone market suggest that both should be worried by what they see in their rear-view mirrors:

While Android still claims only 7.1 percent of the U.S. smartphone market, "objects in the mirror may be closer than they appear." This certainly seems to be the case with Google, which added 4.3 percentage points of market share in just four months. And while Android's user base may … Read more

Commercial open source had very good 2009

2009 was very good for open-source businesses. Sure, there was the very public news of Red Hat's gravity-defying year, along with Novell's SUSE Linux business climbing each quarter, but what of the still-private open-source companies?

It turns out they had much to celebrate, too.

Not every open-source company publicized its progress, but several did:

SugarCRM announced a "record year in terms of revenue, subscriptions and users, adding over 2,000 commercial customers" to bring its total customer base to over 6,000 organizations scattered across 75 different countries. (Disclosure: I am an advisor to the company.) … Read more

Linux: World domination (and jobs) in sight

U.S. Department of Labor data suggest that systems analysts and software engineers comprise two of the fastest-growing six job categories through 2016. With 80 percent growth in Linux job postings over the last five years, according to the Linux Foundation, it could well be that these categories will be dominated by Linux geeks.

World domination...finally in sight?

It's looking more and more likely. Linux is everywhere, creating jobs, lowering IT costs, and serving as poster child for the open-source business and development movements.

This momentum isn't lost on Microsoft, which has revived its anti-Linux charm offensive. … Read more

Reports: Tech recovery driven by developing nations, cloud

Analysts may differ on the strength of the technology spending recovery, but they're increasingly in sync on believing that 2010 will see a healthy rise.

Both Forrester Research and Goldman Sachs recently updated their projections on technology spending in 2010, and both see global spending on the upswing: Forrester projects 8.1 percent growth while Goldman Sachs's new "Mapping 2010: Key Tech Trends to Watch" report forecasts a more conservative 5 percent growth.

It's fair to say, however, that technology vendors will be happy with either outcome, especially as the U.S. continues to shed jobs.… Read more

At its best, is open source unbeatable?

When an open-source project is working optimally, can proprietary-software companies hope to compete?

Greg Kroah-Hartman, a prominent Linux kernel developer and Novell fellow, suggests that the answer is no. Speaking to the How Software Is Built blog, Kroah-Hartman makes the case that the pace of Linux development leaves competition in the dust:

[The Linux kernel development team adds] 11,000 lines, remove[s] 5,500 lines, and modif[ies] 2,200 lines [of code] every single day.

People ask whether we can keep that up, and I have to tell you that every single year, I say there's no … Read more