VMware may buy SUSE from Novell for a host of reasons, one of the most important of which may be that it gets access to Mono and thereby creates a .NET cloud to compete with Microsoft Azure. Paradoxically, we expect that Microsoft will want this to happen.
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VMware dominates the enterprise virtualization platform business with vSphere, and is poised to create a vSphere compatible public cloud ecosystem around vCloud. Layering Management software on top of these platforms is a logical progression up the value stack, as is layering an applications platform (vFabric) on top of vSphere and vCloud. VMware‚Äôs end user computing strategy seems to be too tied to VDI to be able to break out of the fundamental limitations associated with this approach, and will likely leave the larger question of how to manage the next generation desktop to the previously mentioned startups and perhaps Symantec.
Cloud Computing ...
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Looking in from 5000 miles (no I didn‚Äôt make it to VMworld this year), the two most significant announcements involved the consolidation of VMware‚Äôs bulging product lines into clearly-defined vFabric and vCloud strategies, which are respectively PaaS and IaaS plays that compete feature-wise with the established market leaders.
Business Agility ...
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Yesterday at VMworld 2010, VMware, the global leader in virtualization and cloud infrastructure, introduced its cloud application platform strategy and solutions, a new focus upon end user computing as a service, a new cloud management solution, new security solutions, and the acquisitons of Integrien and TriCipher.