By botchagalupe | November 14, 2007
Recently, VMWare is not the darling of Wall Street that it once was.Â It still has tremendous market share, but the game is changing.
Here are some examples of why, IMHO, VMWare might be in trouble.
Google is building commodity-based warehouse data centers, and I doubt that VMware is its predominant virtualization engine of choice.
Amazon has built an infrastructure based on Googleâ€™s three rules, and I know it is not using VMWare; it is using XEN.
Oracle has recently announced Oracle VM, boasting that it is 3x faster than its competitors. Itâ€™s also based on XEN open source.
4) Rack Space and Mosso
Here are another couple of companies that are trying to changing the game
and I am pretty sure their â€œPROPRIETYâ€ solution is not based off of VMWare.
I was wrong… See comments …
Even Microsoft is hedging its bets by using Amazonâ€™s S3.