Heck its really cloudy out there, it doesn't make any sense and a lot of vaporware might float. Amazon is probably the only one that is seriously building a business around it. Google is beginning to work hard with Gear, AppEngine and a lot of other smaller vendors like 3Tera, ParaScale, FlexiScale are doing a great job there.
Update: Larry Ellison also state pretty honestly that "Hey. I'll do it if my marketeer's want it but I still don't get it!' Obviously the industry does not want to have some little start-yp like VMware steal the thunder under our very noses. Many have suggested that it will, gradually and stealthily, be 3Tera (my favorite firm as well, given that I really understand what they mean when they say that they will be providing the GDM-aware geo-locational apps). Anyways here are Larry Ellison's reactions on CC. That Forrestor's analyst too wanted to join the pitch but people are clearly forgetting that there is a steady shift towards scalable and cloudapps (the web 3.0 apps situated on the virtualization 3.5'ish framework).
Anyways here's what Timothy has to say about VMware's stint at Cloud Computing:
Whenever I see such announcements, I never see anyone say this:Our product is not just about managing Linux and Windows, whether physical or virtual. But rather managing all kinds of servers in the installed base, and that includes AS/400s and mainframes, obscure open source Unix and Linux platforms, various middleware and database stacks, and the widest variety of storage and networking as is humanly possible.
And the reason why is we understand that for a data center-level operating system to work - whether it is virtual or not, and perhaps best called an uberating system - it has to be broad and deep in its coverage. We are not asking you to change your platforms, but rather facilitating your desire to keep your platforms and manage them better. And that is why we are dedicating more of our budget to provisioning, patching, updating, monitoring, and managing for a large number of platforms and less to executive salaries and the corporate jet.
VMware is really a Windows product at this point, with about 90 per cent of ESX Server shipments estimated to be on Windows platforms, which have been sorely in need of virtualization. And now that Microsoft has the freebie Hyper-V hypervisor out the door for Windows Server 2008, you know that VMware has to do everything in its power to change the subject. Which is how you get an incomplete set of announcements like the VDC-OS.
Then he continues...
But that means admitting that ESX Server is not the be-all, end-all, and that X64 servers are not the only machines that matter. And I think Maritz and his team, like Greene and her team (which included her co-founder, husband, and chief technology officer Mendel Rosenblum), have no interest in such a move. In fact, it seems to be beyond their comprehension.Which means there is an opportunity waiting, just out of reach, for someone to try to grasp.