On January 25th 2010 VMware reported earnings for the fourth quarter of 2009 and for the full year of 2009. While we are not a financial analysis site focused upon earnings and stock prices, there is important information contained in these earnings numbers about the success of VMware.
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Hosting desktops or applications on servers located in the data center, and implementing centralized computing technologies is one of the best ways to cut IT costs while also improving security, reliability, productivity and efficiency. Both Citrix and VMWare have high profiles offering their respective virtualisation solutions that enable centralisation. Yet if you are considering centralisation, do they offer your organisation a focused solution for your needs?
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Capacity Planning and Capacity Management are essential activities for any production virtualization deployment, and should be supported with appropriate tools that support the target hypervisor(s). However, the emerging need in this area is for true Infrastructure Performance Management – as these solutions give the IT Operations staff the information that they need to be able to confidently support Tier 1 applications in production – while being able to demonstrate the performance of the virtualized system to the applications owners and business constituencies.
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IBM has reduced the price of its Mainframe/Linux platform, providing an IBM price point and feature benchmark against which to compare the consolidated offerings which are starting to emerge from competing vendors, such as the Acadia group (Cisco, EMC, or VMware) and HP/Microsoft.
It is clear that once virtualization started delivering hard dollar CAPEX and OPEX savings to IT executives that these executives wanted this trend of “more for less” to continue. Most IT organizations are far from 100% virtualized, and there are still substantial cost savings to be gained from further virtualization. However, forward thinking vendors (like Cisco, EMC, and HP) see the handwriting the wall and are taking steps now to be able to deliver solutions at reduced costs to their customers.
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Virtualization has been a catalyst for significant changes in the performance management business at all layers of the IT stack (from hardware to transaction). These changes have only begun. As the more and more tier 1 applications get migrated over to a virtual infrastructure, these vendors will advance their functionality, and more vendors will jump into the fray. It is also highly likely that over the next 24 months, the larger traditional vendors (HP, IBM, BMC) will get more active in this space – driven primarily by the fact that CA has now gotten active via its acquisition of NetQos.
Coming out of this holiday season there will be many who got new, more versatile, mobile devices and will want to use them to access information from work. In the nearly 15 years since the introduction of the two way pager, mobile device manufacturers have been trying to build a platform for business applications to take on messaging as the next “killer application.” Virtual Desktop Clients may be the application that finally steps up to the task.
In the long term, 2009 is likely to be known as the year that a commercial framework emerged around the Open source Hadoop framework for map-reduce.