BG: I think you’ve identified the key issue, which is
there’s going to be a huge amount of computing going
on in public cloud. If we look at different milestones in
10 to 15 years, the question then is what percent of the
total application fleet will remain on premise? Will it
be 80%, or 50% or even 20%? My estimation is that it
is going to be lower than most people in the industry
expect. Many vendors and analysts use a mental
model that thinks some stuff will be in the public
cloud, but 80% of computing will still be done on
premise. I think that is vastly optimistic.
DL: John, can you expand on your growth projections? You are a bit more conservative than Bernard, but you do think public cloud will become kind
of the default platform?
JE: I think the public cloud is growing nicely