Comments on: EMC: Is EMC Cashing in On VMWare Just in Time? http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/ Our beat: The stock market. Our job: Beat it. Tue, 02 Dec 2008 09:02:01 +0000 http://wordpress.org/?v=2.2.1 By: John Willis http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-49604 John Willis Tue, 24 Jul 2007 20:59:36 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-49604 >My prediction: eventually VMware will be open source (though >not free, and still a profitable business, just more like >Redhat/ MySQL/ JBOSS in terms of business model). No doubt...:) The thing is that when I say they have no competition I don't man functionally I mean market wise. I agree with you on the KVM (btw, are you that D V guy on CMG?). I also a think VMware will dominate the x86 market for at least the next two years and also increase market share in the enterprise SUN and IBM market w/their OEM/Hypervisor plans. Along the way they will loosen up just enough to play nice with OSS to give them about another 3-5 years. I fact they will be so far ahead they will buy their nearest competition (with the help of EMC). Just my thoughts! John Willis johnmwillis.com >My prediction: eventually VMware will be open source (though >not free, and still a profitable business, just more like >Redhat/ MySQL/ JBOSS in terms of business model).

No doubt…:) The thing is that when I say they have no competition I don’t man functionally I mean market wise. I agree with you on the KVM (btw, are you that D V guy on CMG?).

I also a think VMware will dominate the x86 market for at least the next two years and also increase market share in the enterprise SUN and IBM market w/their OEM/Hypervisor plans. Along the way they will loosen up just enough to play nice with OSS to give them about another 3-5 years. I fact they will be so far ahead they will buy their nearest competition (with the help of EMC).

Just my thoughts!

John Willis
johnmwillis.com

]]> By: Trent http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48202 Trent Thu, 19 Jul 2007 01:34:26 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48202 We investors can be an inscrutable lot sometimes. And the best product doesn't always win, so it's good to know how it may hit a speed bump. But the more conversations we have the more likely we will be able to sort everything out. Thanks for joining the conversation. We investors can be an inscrutable lot sometimes. And the best product doesn’t always win, so it’s good to know how it may hit a speed bump. But the more conversations we have the more likely we will be able to sort everything out.

Thanks for joining the conversation.

]]> By: walter http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48176 walter Wed, 18 Jul 2007 23:04:48 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48176 sure... btw the way, i know nothing about stocks or business. i'll admit that. but i am a tech geek who works with these things. At the moment, VMware does not allow people to publish direct benchmarks comparing ESX to XenSource stuff (something they've long been criticized for, and to be fair, say they will change). Anyway, we don't truly know apples-to-apples, though those of us who have both products in-house, know. The challenging thing about virtualization is that there really is no apples-to-apples because each of the main three dominant tools don't really fit the same niche. Xen is best for all-Linux. VMware's ESX can host both Windows and Linux without anybody getting "punished for being different." Microsoft sucks at hosting Linux at all. At the moment, VMware is simply alone an untested. As a geek, I really want some competition in there. But for now and the foresable future (i've seen beta's of future MSoft and Xen stuff), I see myself using VMware for two years out, though I look forward to other open source tools (KVM and QEMU)'s inclusion in the Linux kernely, really creating some new options. My prediction: eventually VMware will be open source (though not free, and still a profitable business, just more like Redhat/ MySQL/ JBOSS in terms of business model). sure… btw the way, i know nothing about stocks or business. i’ll admit that. but i am a tech geek who works with these things.
At the moment, VMware does not allow people to publish direct benchmarks comparing ESX to XenSource stuff (something they’ve long been criticized for, and to be fair, say they will change). Anyway, we don’t truly know apples-to-apples, though those of us who have both products in-house, know.
The challenging thing about virtualization is that there really is no apples-to-apples because each of the main three dominant tools don’t really fit the same niche. Xen is best for all-Linux. VMware’s ESX can host both Windows and Linux without anybody getting “punished for being different.”
Microsoft sucks at hosting Linux at all.
At the moment, VMware is simply alone an untested.
As a geek, I really want some competition in there. But for now and the foresable future (i’ve seen beta’s of future MSoft and Xen stuff), I see myself using VMware for two years out, though I look forward to other open source tools (KVM and QEMU)’s inclusion in the Linux kernely, really creating some new options.
My prediction: eventually VMware will be open source (though not free, and still a profitable business, just more like Redhat/ MySQL/ JBOSS in terms of business model).

]]> By: Trent http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48136 Trent Wed, 18 Jul 2007 21:21:50 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48136 Good points, and I don't profess to be as up on the competitive situation as industry insiders. However, many interested investors are not industry insiders. I think this kind of information is useful for investors to have, to decide for themselves how important it is. Also, a reader pointed out that while Xen may charge less per socket it doesn't mean you are paying less. Performance is a key to virtualization, and VMware outperforms every hypervisor on the market. If a company can get 12-15 Virtual Machines with VMWare, it may only get 7-8 with competitors products. Take in the extra hardware, cabling, power, etc...you get the point. You must compare apples to apples. Good points, and I don’t profess to be as up on the competitive situation as industry insiders. However, many interested investors are not industry insiders. I think this kind of information is useful for investors to have, to decide for themselves how important it is.

Also, a reader pointed out that while Xen may charge less per socket it doesn’t mean you are paying less. Performance is a key to virtualization, and VMware outperforms every hypervisor on the market. If a company can get 12-15 Virtual Machines with VMWare, it may only get 7-8 with competitors products. Take in the extra hardware, cabling, power, etc…you get the point. You must compare apples to apples.

]]> By: walter http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48112 walter Wed, 18 Jul 2007 19:30:54 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48112 VMware does have its share of competitors out there. But it's not XenSource. People have been beating the drum for XenSource and the related Xen open source project for a really long time. They've changed their model and product/ service around a million times. I have my on *other* open source projects: Virtual Box, QEMU, and KVM. Xen(Source) has it the industry's attention for too long and just never delivered the ease of ESX's management tools. I think VMware has a guaranteed additional two years of dominance before they need to seriously respond to these OSS competitors. Their problem will not be Microsoft or XenSource. VMware does have its share of competitors out there. But it’s not XenSource. People have been beating the drum for XenSource and the related Xen open source project for a really long time. They’ve changed their model and product/ service around a million times.

I have my on *other* open source projects: Virtual Box, QEMU, and KVM. Xen(Source) has it the industry’s attention for too long and just never delivered the ease of ESX’s management tools.

I think VMware has a guaranteed additional two years of dominance before they need to seriously respond to these OSS competitors. Their problem will not be Microsoft or XenSource.

]]> By: Is there real competition to VMware.... Not ... | John M Willis - ESM BLOG http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48045 Is there real competition to VMware.... Not ... | John M Willis - ESM BLOG Wed, 18 Jul 2007 15:07:23 +0000 http://stockmarketbeat.com/blog1/2007/07/18/emc-is-emc-cashing-in-on-vmware-just-in-time/#comment-48045 [...] Is there real competition to VMware…. Not …Topic: virtualization, emc, vmware| EMC: Is EMC Cashing in On VMWare Just in Time? [...] […] Is there real competition to VMware…. Not …Topic: virtualization, emc, vmware| EMC: Is EMC Cashing in On VMWare Just in Time? […]

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