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Strange Predictions from MarketResearch: Virtualization to remain hot through 2010, Cisco; VMware, Citrix to survive?

This report has some things that really made me wonder if I should really rely on everything that they are saying, quoting them:

Research Highlights:

-Virtualization poses a revenue threat to vendors of microprocessors, servers, Operating Systems, Middleware, and applications.

-Virtualization poses challenges in IT management which result in opportunities for vendors of IT management offerings.

-While all facets of IT Virtualization offerings will see enhancements in functionality and performance, the most significant enhancements will be in microprocessor, hypervisor, and operating system function for Server Virtualization.

-Through 2010, Server Virtualization will have the single largest impact on budgets for IT hardware and support. The second largest impact will be network virtualization.

-Through 2010, three vendors - Cisco, VMware, and XenSource (now Citrix) - will dominate IT Virtualization, accounting for 60 percent of all new virtualization deployments.

I agree that virtualization will take on new dimensions, while reducing the complexity of the same. But I don't think that the above mentioned parties will be the only one's in the game. I am betting a lot of steam from:

  • Microsoft: Today the Hyper-V may be in beta but it will soon gain traction. Don't forget, Microsoft has 2M clients! Unless of course someone is suggesting that Microsoft should buy Citrix.
  • Oracle: Will be the emerging leader in supporting their applications on their own virtualization platform. Their applications are hot, just like that of
  • IBM: I am secretly expecting Sam to buy Citrix right under Microsoft's nose! That way they'll go full-steam with the x86 market.
And we are not even talking about start-ups, who will be tomorrow's gods!

The link is here.


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