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Gartner says EMC ought to spin off VMware

Not like we haven't heard this before. Ok so I'm not going to waste my time (neither yours) speculating (feel free to read the article if you will). I am interested in data. Yep, data, before I shut down my laptop and go for my beer and cigar ;-)

After all, he said it's a market that's seen only four percent penetration to date. However, he expects 90 percent of the Fortune 1000 to be virtualizing x86 machines by the end of 2007. By 2009, more than four million virtual machines will be installed on x86 servers, which is about 20 percent of the total potential market.

"We're talking billions of dollars of revenue potential."

If this is true, then we don't see any other competitor taking these deployments away from VMware. And by the end of 2009 , we will enter the Desktop Virtualization arena.
My prediction is that next year we will be testing the "Thick Business Desktops" with ESX lite, ESX standard and ESX Xtreme versions. And by 2009 we will surely be in octo-cores (if the power consumption tradeoff with the clock speed are optimized by then, that is).

But anyways here's the article.


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