May2011

VMware’s CloudFoundry and Red Hat’s OpenShift – Compare and Contrast

Over the last few weeks, VMware (as we indicated in an earlier post) and Red Hat have initiated two very similar initiatives known respectively as CloudFoundry and OpenShift. These are Platform as a Service (PaaS) plays, being developed for the longer term, primarily looking to encourage the development of (and thereafter to provide infrastructure for) applications specificallysuited to the the cloud. In this article we compare and contrast the two offerings and discuss their significance for the PaaS market as a whole.

Feb2011

VMware Executive Management Team Changes – The Implications

Todd Nielsen has already succeeded twice at what he is now being asked to do at VMware – once at Microsoft and once at BEA. This time what hangs in the wind is VMware’s ultimate destiny. Will VMware be the device driver to the dynamic data center (vSphere), or will VMware be that and the next generation application platform for IT as a Service and Public Cloud based applications?

Sep2010

VMware’s 5 Businesses and the “New Stack”

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’s 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.

Sep2010

VMware positions for the future around vFabric and vCloud

Looking in from 5000 miles (no I didn’t make it to VMworld this year), the two most significant announcements involved the consolidation of VMware’s 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.