Says the Gartner analyst:
OK, my take:
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?
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