Vmware changes at the top

Not much to blog about in terms of my day, it has been heads down writing the report, and will be for the next two weeks.

Vmware ditch the Green agenda

Vmware announced this week that they have voted Dianne Green out as CEO and president, to be replaced by an ex Microsoft and EMC SVP. The key question is why and what does this mean for virtualisation and Vmware in particular.
My view is that Dianne, as nice as she was, was destined to be moved out because Vmware have become increasingly isolated in the virtualisation market, or to be exact they are loosing the marketing war on interoperability of virtualisation. I like most others assumed Dianne would be given time to show how Vmware was going to react to the Microsoft Hyper-V entry to the market.
I guess the vote indicates that the board did not believe her approach would address the issue of increased competition in the market. Her replacement, being from EMC, and an ex Microsoft executive, is an interesting choice, and indicates that EMC is taking a more hands-on approach to Vmware than is visible.
I would expect Vmware to start to be more vocal about its partnerships, and begin to build more open links with the likes of Citrix, Microsoft and others. The virtualisation market is still in a state of flux, and just because Vmware is dominant today, does not mean it will be in three years time. To maintain its lead Vmware must re-invent it’s self, and be the champion of interoperability between hypervisors. By doing this, it will increase the potential market size, and therefore increase its share of the revenues.
An area that remains potentially very fertile is that of desktop virtualisation, in this space Vmware has made some strides, but with Citrix having a massive install base of terminal services customers, Vmware must work hard to build on its brand name.
These are I believe interesting times for Vmware, they have every thing to gain, and every thing to lose, so must walk a certain line if they are to remain the face of virtualisation. What now for Dianne, well I would expect her and some colleagues to begin a new start-up in an adjacent market, and try to once again become a dominant figure on wall street.

Only 6 weeks until the football season starts

After last week when it was one day event after another, this week starts in London, but it is home for nearly two months while I complete a report. I will get the odd day out, but at least I will some work done.

Virtualisation aims at the desktop next

The take-away from the Citrix and Vmware analyst events was they have both woken up to the fact that what the analysts have been saying for the past 12 months plus is coming true. Server virtualisation was full of gotcha’s, and end-users found them out and management vendors were not ready. The result was it stalled and damaged confidence.

However, the rise of desktop and application virtualisation is characterised by other vendors being ahead of the game, and the virtualisation vendors being slow to recognise its value. We will have to wait and see how this battle shapes up, as Citrix have a leading position and it is theirs to lose, but their market is based on the old paradigm, not the new. Therefore, I see this as a more level playing field where the best proposition wins out, and so far Citrix has a good story and Vmware some cool technology. What is needed is the mix of both.

A Damp day in Munich

Munich is overcast; however, Citrix was a very good event. The day was long, especially after a late night. Now it is the dead time, pick-up for the airport is in an hour.

I will get home at 11pm, and then off to Vmware tomorrow for another overnight stop.

Think about image management in a desktop virtualisation world

The big topic that Vmware and other VDI vendors neglect to say is that managing the images and then the patches is an operation that must not be under-estimated, Citrix have a different approach, and it certainly resonates with hard pressed server managers.

Consider the how do I manage and how do I provision and patch the centrally hosted desktop images and applications. This is an area that should be considered, as the value you can obtain from both centrally hosted and managed images, as well as a method of image management provides a double cost saving.