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451 Group guesses on Virtualization revolution

The site says:

Two of our previous 451 Special Reports examined virtualization at the server level and at the desktop, respectively. In these reports, 451 analysts said that virtualization technology would prosper, proliferate and become almost ubiquitous. They were right. But this very proliferation has raised two new questions. The first is a technical one, of concern to users and vendors: The explosion of virtual machines (VMs) has created its own management headache – how best should VMs be deployed, controlled and configured? In this report, The 451 Group analyzes 10 sometimes competing ways to manage virtual machines.

The second question is for vendors and investors. The number of companies jumping into the virtualization arena has exploded. Six companies represented VM management in the first 451 Special Report on datacenter virtualization, published in December 2006. Less than 12 months later, in this report 451 analysts profile 50 privately held companies competing in exactly the same sector.
Consolidation in the form of mergers and acquisitions is inevitable. Who is going to buy? Who will be bought? Who will disappear? The 451 Group surveys the public companies active in the space and identify gaps in their portfolios, and then investigate the 50 startups, suggesting which ones might fill the acquirers' portfolio gaps. 451 analysts also take the opportunity to make predictions about the direction of the industry over the next 12-18 months.


I don't know where they are going at but this looks like an exhaustive list and I personally would take out a handful of parties out of the "to be acquired list".

What they are missing out is the "FaceBook" phenomena. Facebook could have been for sold and has been highly priced BUT it is not wanting to be sold. They have a bigger plan. Some parties out there are even capable of ousting the proposed acquirers in their game.

Innovation is yet to come, acquiring a company, say like Embotics today or even in the near future (12 months) will not make a lot of sense.

I haven't read the report so I cannot comment or recommend it as I don't know the "how they came up to this list", it costs $3500 to buy this stuff.

451 here

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