VMware has delivered impressive growth in revenue, and lackluster growth in earnings. Growing earnings while addressing VMware’s numerous strategic challenges will prove to make 2013 a demanding year for Pat Gelsinger and his team.
IT as a Service ...
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VMware’s investment of $30M in Puppet Labs, and the partnership between the two companies enables Puppet to disrupt the broader IT automation market and address the specific opportunities for IT Automation in the VMware environment. This puts Puppet Labs in an excellent position to disrupt the legacy automation businesses of IBM, BMC, HP and CA and will ultimately help VMware sell its management stack into the new virtualized and cloud based environments as well.
Virtualizing Business Critical Applications – Operations Management and Infrastructure Performance Management
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Virtualizing business critical applications requires an operations management solution that is designed from the group up for a dynamic and shared data center. Virtualizing performance critical applications requires an infrastructure performance management solution that can monitor the end-to-end latency of the infrastructure in real time or near real time. As enterprises virtualize more than low hanging fruit, these solutions will become essential elements of the virtualization process.
If you are running business critical or performance critical applications in shared (virtualized or in a public cloud) environment then you might need big data operations management. If your environment is large enough to make monitoring into a big data problem, then choosing a product from a vendor like CloudPhysics, Reflex Systems, Splunk or Xangati might be a good choice..
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The process of virtualizing business critical applications should start with using a modern APM tool to establish a response time and throughput baseline for the application while it is still on physical hardware. That baseline should then serve as the reference SLA once the application is virtualized. Performance needs to be defined as response time and throughput, not resource utilization.
If Cisco were to acquire Citrix, it would immediately boost Cisco’s business via the integration of Netscaler into Cisco’s product line. It would further significantly strengthen Cisco’s hand in positioning vs VMware SDDC strategy. It would also pretty much cement the position of VMware and Cisco as two competing vendors of Software Defined Data Centers.
Windows Server 2012 Hyper-V in your private cloud, specifically in a Microsoft Windows VM environment, can be delivered for cost effectively. With 2012 Hyper-V, any Microsoft edition has the exact same virtualization and fail-over clustering features & scalability. The key market play here is in the increased functionality that Microsoft has introduced however, Microsoft not only have to convince embedded and seasonsed VMware houses to move to a new release, but to convince those who saw Hyper-V in 2008 and 2008R2 that the product has a viable business maturity.