Waratek is a one-off company with a disruptive technology (remember VMware was like this once) that forces you to reset your undertanding of how things could work. Waratek’s big idea is that you virtualize as high up the stack as you can because that gives you the best benefit in terms of sharing infrastructure.
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Oracle has sued Google over Google’s development of a Java compatible JVM in the Android operating systems called Dalvik. This has the potential to have impacts outside of the smart phone industry as VMware is basing its entire applications platform strategy on a Java compatible JVM developed by SpringSource.