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VMware shrugs Oracle's threat, for now

Says the Gartner analyst:

Should VMware be worried? "Not today," says Gartner analyst Donald Feinberg. But Oracle is closing the window on VMware's long-term growth potential, he adds.

As hardware makers such as Hewlett-Packard (HPQ - Cramer's Take - Stockpickr - Rating) add virtual machine management to their servers and partners such as Quest Software (QSFT - Cramer's Take - Stockpickr - Rating) take on desktop virtualization, "it's becoming less and less obvious that there's going to be a need to have something like VMware."

Citigroup's Thill wrote that he doesn't believe Oracle's virtualization software will have a short-term impact on VMware, which maintains a two-year technology lead. He said use of Oracle's VM "will be limited to Oracle-dominated shops, which are a rarity in today's heterogeneous enterprise datacenters."


OK, my take:

  • What if Oracle relaxes its licensing?
  • What if VMware takes BEA? Oracle is looking at VMware's core business, what if VMware takes on its core business, the middleware stuff?
Expect enough of such disruptive moves, for the meantime check out TheStreet.com

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