The stock market was taking a severe beating today except I notice that VMware (VMW) was trading over $100 per share for an increase today of around 2% when I checked and started this post. I found that to be interesting and starting looking for a possible reason why.
If VMware buys Zimbra it will set off a a nuclear hand grenade throwing contest between Microsoft and VMware. Microsoft is trying to commoditize the layer of software where VMware makes all of its money – the hypervisor. VMware is returning the favor by using open source initiatives like SpringSource and (possibly) Zimbra to commoditize the layers where Microsoft makes all of its money – applications and applications platforms.