While IBM is still a huge (and profitable) technology company it is on the wrong side of nearly every important market dynamic in the technology industry. We have a long way to go before IBM is a buggy whip, but things are definitely headed in that direction.
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enterprise grade solutions since once the enterprise is 100% virtualized there will be no more need for expensive and outdated legacy management solutions from IBM, BMC, CA and HP.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.
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Amongst all the major infrastructure and cloud announcements at VMworld this year, I was looking for some interesting technology that would stand out from a EUC perspective. Released back in May, the ViewSonic SD-A225 and SD-A245 (22 and 24 inch respectively) smart display devices peaked my interest.
In order to sell the Software Defined Data Center, VMware needs to prove that it delivers a hard dollar ROI to the customers of the Software Defined Data Center. Commoditizing the expensive networking hardware business and commoditizing the expensive storage hardware business are two excellent ways for VMware to deliver that hard dollar ROI, and for VMware to be able to justify its price premium over competitive offerings.