VMware could soon be toppled, say analysts
Victory predicted for Microsoft's Hyper-V
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03 Jul 2008, Shaun Nichols , V3
Microsoft will see its Hyper-V virtualisation system overtake market leader VMware, according to one industry analyst.
Joe Clabby, president of Clabby Analytics, said in a recent report that Hyper-V holds more than enough advantages over VMWare to win the battle.
"VMware is about to experience some serious competition from a vendor with deep pockets, a massive worldwide marketing and sales organisation, and major market penetration across Fortune 500 and SME markets," he said.
The analyst noted that there are at least six fields in which VMware is at a disadvantage. Particularly, the company lacks experience as a major hardware and systems vendor.
Clabby sees the virtualisation market moving further into the areas of virtualising multiple systems and components, an area in which Microsoft has long held sway.
"To play in the x86 infrastructure and management markets, VMware needs to directly compete with some very large and well established vendors including Microsoft, Symantec, IBM, HP, Sun, BEA and others," he said.
"Many of these vendors already have very deep infrastructure and management offerings, and several have one very huge, distinct advantage over VMware: they can do a far better job of managing physical as well as virtual resources."
Clabby also cited Microsoft's larger install base and ability to bundle Hyper-V with Windows Server 2008, as well as a greater array of systems management tools.
The analyst concluded that, although tardy, Hyper-V will be a formidable force in the virtualisation market.
Meanwhile, VMware could see its position in the market shrink as Microsoft and other larger competitors enter the field.
"As these vendors become more aggressive in the virtualisation marketplace, VMware will see not only increased market pressure but significant margin pressure," Clabby wrote.
"VMware will not go away in the near term, but IT buyers will soon find that other, more comprehensive alternative offerings are available for less than VMware."
© Incisive Media Investments Limited 2010, Published by Incisive Financial Publishing Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, are companies registered in England and Wales with company registration numbers 04252091 & 04252093
Do you agree?
VMWare ouster.
Not to sound too doubtful, but Microsoft's abilities outside of its core markets has . . uh . . not been stunning. I think this analyst is a little too eager to trumpet an as of yet unreleased and unproven MS software product. VMWare has more to fear from the money available to MS than their technology.
Posted by Mathue, 04 Jul 2008
Ignorant analyst
Mr. Nichols you've taken too seriously words from just one analyst, ignoring the need to give consideration and quote at least one other analyst's opinion.
There are different stories out there. For examaple, the analysis I got from Dell's enterprise server specialist, was a lot different.
As I recall the telecast couple of weeks ago, VMWare was rated as the industry leaser with lots of benefits compared to other standard solutions, while Microsoft's Hyper-V is a late-comer lacking the advanced features and trying to become a standard for the next generation of Windows Servers.
Mr. Nichols, you shouldn't have accepted the job of spreading predictions without considering to engage in deep analysis yourself and consulting a dozen of experts whose job is to make best reccommendations for IT Giants like Dell and Fujitsu.
May I say that Microsoft has neither the most advanced filesystem, nor the best database -- because they came late to the arena. They are pretty late with Hyper-V too. While Microsoft was preparing Hyper-V the things have changed a bit. Things like open source. The most technologically advanced filesystem was made open source (a donation from HP). Sun Microsystems has secured the future of the open-sourced database MySQL, and the same company has spiced up the innovative VirtualBox open source virtualization software within their xVM VirtualBox 1.6 release.
For the future your fellow analyst is referring to there are many many things cooking up.
Don't believe the hype.
Posted by Nikola Stojanovic, 04 Jul 2008