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Should VMWare Worry?

By botchagalupe | November 14, 2007

Recently, VMWare is not the darling of Wall Street that it once was. It still has tremendous market share, but the game is changing.

Here are some examples of why, IMHO, VMWare might be in trouble.

1) Google

Google is building commodity-based warehouse data centers, and I doubt that VMware is its predominant virtualization engine of choice.

Google’s 650,000-core warehouse-size computer

2) Amazon

Amazon has built an infrastructure based on Google’s three rules, and I know it is not using VMWare; it is using XEN.

Honey, I just shrunk the server hosting business

3) Oracle

Oracle has recently announced Oracle VM, boasting that it is 3x faster than its competitors. It’s also based on XEN open source.

Oracle VM

4) Rack Space and Mosso

Here are another couple of companies that are trying to changing the game and I am pretty sure their “PROPRIETY” solution is not based off of VMWare.

I was wrong… See comments …

Mosso and RackSpace

5) Microsoft

Even Microsoft is hedging its bets by using Amazon’s S3.

Microsoft among those using Amazon S3

Topics: amazon, ec2, google, microsoft, oracle, s3, vmware, zen | 4 Comments »

4 Responses to “Should VMWare Worry?”

  1. Hosting news » Should VMWare Worry? Says:
    November 14th, 2007 at 3:30 pm

    [...] Original post by WP-AutoBlog Import [...]

  2. Lew Moorman, SVP Strategy, Rackspace Says:
    November 16th, 2007 at 11:59 am

    John, it is going to be an interesting year or two as this space matures. At Mosso and Rackspace we do use VMWare, but we also use some of our own tools to do some of the things they promise. Furthermore, we are actively using other virtualization tools. As the use case goes to HA and flexibility vs. server consolidation the merits of VMWare vs the competition change dramatically. For all the utility providers above server consolidation is not the key issue.

  3. John Says:
    November 16th, 2007 at 12:34 pm

    Thank you for the correction and comment. Would you mind expanding on this comment:

    “As the use case goes to HA and flexibility vs. server consolidation the merits of VMWare vs the competition change dramatically. For all the utility providers above server consolidation is not the key issue.”

    Are you saying that VMWare is better for Mosso solution because you are more in the the server consolidation business vs. the utility computing business?

    The reason I ask is because I want to follow this space very closing and I think you guys are in a really good position at this point.

  4. Lew Moorman Says:
    November 18th, 2007 at 9:17 am

    In short, no, mosso is not a consolidation play. VMWare had the tools we needed when we needed them. And, they have performed well. But, you make the right point. Times are changing. Oracle, Sun, XenSource, Microsoft. VMWare, despite having a big lead, is not going to get a free pass to this market. We will share more over time.

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