Comments on: VMWare: Missed Opportunity For EMC?

By: Stephen Kramer

Stephen Kramer — Wed, 12 Nov 2008 23:45:50 +0000

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By: Basil

Basil — Wed, 09 Jul 2008 14:31:31 +0000

@Nik

Be careful about how you compare those products- most “comparisons” I read seem to be written by people who do not use the technology. The main advantage that VMW has in the enterprise is their interop list. All the other nice features are nice, but the reason people will look into a massive consolidation project with VMW but not sun or microsoft is that their products have a 4 year lag in application interoperability testing.

By: Francorp

Francorp — Wed, 09 Jul 2008 02:15:22 +0000

This could prove to be a very favorable move for VM, their sales force was completely mismanaged and had virtually no correlation with EMC’s. It was difficult if not impossible to get any level of support from VM corporate people in the field, I would imagine that this move in leadership will greatly benefit VM from a sales perspective, of course this will take some time to see the effects on the stock price. I think VM is a good buying opportunity now though, controlling over 85% of that market gives them a good lead on the competition however you want to rank them.

By: sammy

sammy — Wed, 09 Jul 2008 02:06:02 +0000

Few people want to use windows in the datacenter. I don’t believe msft is a viable competitor.

By: nik

nik — Tue, 08 Jul 2008 22:56:30 +0000

@Chris: I am about to do a tech comparison in the medium and high end. I think Sun and Citrix are getting close, and the Msft stuff has potential esp as it is being architected into Server itself – but your right, ESX Cluster is a good product, but it doesn’t mean it will remain that way forever. The markets are looking forward and evaluating if VMWare are going to be capable of protecting/defending their position.

By: nik

nik — Tue, 08 Jul 2008 22:52:59 +0000

@Robin: that doesn’t make sense, because you don’t have the same problems with an acquisition as you would with other public companies because EMC owns 90% of the stock and have control. They can push VMWare out at any price they want.

I think the acquisition didnt happen simply because VMWare is way overvalued, and will probably drop further.

By: VMWare Drops 25% Of Market Cap : VCsAndAngels - Venture Capital / VCs, Angel Investors, Startup News, Etc

Tue, 08 Jul 2008 22:48:12 +0000

[...] VMWare: A missed opportunity for EMC? Continue reading at Techcrunch IT >> [...]

By: Chris Meredith

Chris Meredith — Tue, 08 Jul 2008 22:46:39 +0000

I still don’t see anyone really offering a solution to compete with VMWare in the enterprise market. In the medium scale server, and desktop market, there are plenty of competitors, but no one can really take on an ESX Cluster.

Microsoft’s previous shots at clustering based on Microsoft standards have been all but dismissed in most markets (dfs not withstanding), and so far I haven’t seen anything that says their new virtualization product will do any better, assuming they ever ship such an animal.

If VMWare was simply made up of VMWare Workstation/Player, I would dismiss them as dead. Until someone else gets me an auto balancing SAN backed virtualization solution with session level failover, as mature as ESX, I’ll stick with them. Now the second VirtualBox or someone like that gets me a similar solution at an easier to swallow price…

By: Robin Wauters

Robin Wauters — Tue, 08 Jul 2008 22:37:02 +0000

A commenter on our blog who we believe to be a VMware employee, had this to share:

“There’s also the possibility that EMC intentionally deflated the value because they couldn’t find a buyer at the stock’s previous price point. It would hardly be the first time “the troops” were sacrificed at the corporate alter to profits.”

Full comment is here: http://virtualization.com/news/2008/07/08/diane-greene-vmware-paul-maritz/

By: Robin Wauters

Robin Wauters — Tue, 08 Jul 2008 22:34:45 +0000

Stock actually hit 125;5 at some point.