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Joined: 11/3/2005(UTC) Posts: 2,253
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Hi, Todd.
We are not terribly worried about Azure just now. For starters, we are very close to the finish, and Azure is probably a year or so away from being anything close to real. The only thing that we probably have to change is how fast we will need to grow to stay ahead of MS, but that is something pretty achievable.
HttpVPN and Azure may be competing in a very broad sense, like HttpVPN competing with regular web hosting solutions. HttpVPN addresses a very real pain: virtual inability of non-technical consumers and small businesses to host their applications right next to where their business data - at home or at the place of work.
What Azure really is - is still not quite clear. We watched their demos and other marketing materials, but details are somewhat sketchy at this point. What we understand is that Microsoft will give people servers and ability to deploy and scale their applications, for a price that is yet unknown, and with connection to customer's own data in a way that does not look much simpler than current hosting technologies. At this point in time, assuming MS data connectivity solution is simple & easy (a rather generous assumption) the only clear value of Azure that stands out is ease of scalability.
HttpVPN is not really about scalability. When you need to scale, you are likely grown out of HttpVPN and need to get a real datacenter, or maybe get on Azure platform. Azure and HttpVPN may be trying to solve similar problem, but for very different target audiences. Besides, HttpVPN is not only a connectivity/hosting platform, but rather a sales & marketing tool for independent software developers. In concept HttpVPN is much closer to Apple App Store than to Azure. With HttpVPN a developer will create an installable, redistributable web application, that will be sold and accessed through HttpVPN Portal. UltiDev will take percentage from softwares sales, but will help developers in promoting and selling their products to greatly underserved audience of small businesses and consumers. Currently your neighborhood dry cleaner may not be able to have a web site telling whether your --- !!!SPAM!!! --- are ready, because currently it would require an expensive plumbing (in money or skills) to run hosted application. With HttpVPN someone may create an application that can be sold to dry cleaners on a very large scale and therefore it would cost around $99. HttpVPN makes implementation of this case very easy. We would like to find out how the same case would be implemented with azure and what costs for both a developer and a consumer would be, before we can judge whether Azure is a threat.
Another point to make, is that we are somewhat skeptical about the whole "cloud" concept. We believe that given a choice, people would rather keep their own business data close, instead of trusting the "cloud" to keep it safe.
Microsoft seems to be having pretty hard time explaining what Azure does, but the promise of HttpVPN is very simple: if you are developer, we'll make your inside-the-firewall web application accessible on the web in a secure manner, and we'll make a quarter only when you make a buck.
Please let us know what you think.
Best regards, UltiDev Team.Please donate at http://www.ultidev.com/products/Donate.aspx to help us improve our products.
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