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Will VMware sales keep doubling?

Ashlee, I think its unfair to give the credit to Microsoft for letting VMware get to where it is today. Nobody "just" lets someone else encroach on your terrain.

Microsoft let this happen via a pair of bungles.

First off, it acquired the virtualization technology of Connectix in 2003. I saw a demo of Connectix's software right before this deal went through and figured it could realistically do little more than some minor desktop virtualization stuff. You know, running old copies of Windows or OS/2 in order to support equally old applications needed by the odd employee. Anyone familiar with both VMware and Connectix's server software knew Microsoft had no chance of making a serious data center play.

Microsoft, however, failed to realize this - big surprise - and banked on Virtual Server - its embodiment of Connectix - as a legitimate VMware rival. The charade survived for a couple years until Microsoft gave up and started handing out copies of Virtual Server for free to anyone who would take them.

Once Redmond figured out Virtual Server would not work as a long-term adversary to VMware, it started cranking away on a new hypervisor package code-named Viridian. This brings us to bungle
But will it keep doubling: Answer is Yes and No!

Yes: If, VMware keeps changing its game, and they can involve moves like direct sales, direct consulting, VMware approved Services, Data Centers hosting, Grid Model, etc etc

No: If VMware "lets" other catch up to its game. Example: XenSource's move to mimic the VMware's offerings.

So you get my drift? It is not about letting you get ahead of me, its about speeding faster than ever and just forget about the competition coz you're rockin'!

Read on...

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