Microsoft is in the news in that they are finally ending their extended months-long preview period of HDInsight and rolling out the welcome mat for big data workloads in the Microsoft Windows Azure Cloud Computing Platform.
With this set of announcements, VMware has solidified its position as a leader in providing a suite of management solutions across its own data center virtualization platform, the VMware Hybrid Cloud Service, Microsoft Hyper-V and Amazon AWS. As more of the data center gets virtualized, virtualization and cloud focused solutions like these from VMware become de-facto enterprise grade solutions since once the enterprise is 100% virtualized there will be no more need for expensive and outdated legacy management solutions from IBM, BMC, CA and HP. Clearly if VMware can help its customers get rid of these legacy management frameworks, the hard dollar ROI associated with their replacement will be enough to fund a large expansion in the estate of virtualized and cloud based data centers.
Agile development, DevOps, language proliferation, platform proliferation, scaled out data centers, and applications distributed across private, hybrid and public clouds make management frameworks into dangerously useless legacy software. New economic models for selling and purchasing management software make frameworks unacceptably expensive. For these reasons frameworks need to be put on the glide path to oblivion.
Earlier this week Cisco announced its intention to acquire Whiptail, its 6th acquisition for 2013. The addition to the Unified Computing (UCS) line made sense, as it continues to support their vision to be the infrastructure that clouds run on. To achieve this vision, Cisco will need to make some strategic acquisitions to keep them on track. Even at its current $12 billion evaluation, Citrix would be a great buy. The synergies between the two companies have already been proven with joint development and sales efforts in the field. Let me speculate on what could happen with the products if Cisco picked Citrix up.
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VMware continues to make astounding progress virtualizing business critical applications – as evidenced by its increasing rate of progress virtualizing SAP, Oracle databases, and application systems supported by Oracle databases. The goal of 100% x86 virtualization appears to attainable for most enterprises.