Personally, I think that this hill is too steep for VMware. Here are a few thoughts on this:
1. VMware is a very serious threat to the currently dominant Windows and Linux platforms. By introducing a virtualization dimension, VMware has been able to clearly articulate the value proposition for its platform without having to compete with Windows or Linux feature-by-feature.
2. VMware will try to take over hardware resource management and infrastructure services provided by the OS – CPU scheduling, memory management, perhaps even the file system. Then, VMware will try to introduce some proprietary APIs that provide access to advanced features and ensure that customers are locked-in to the VMware platform.
3. However, the value of the OS as a platform is much more than a hardware resource manager and basic system services – it includes middleware, support from ISVs and OEMs. In short, there is a huge ecosystem around the current platform and it’ll be very hard to build another one.
4. Microsoft and Linux vendors must win - they have no other choice. To do so, they need to change the game back on VMware and embrace the entire spectrum of virtualization technologies – hardware, OS-level, application-level and integrate them into their platforms so that customers can use whatever technology is best for them, instead of trying to stretch VMware to solve all problems.
Share your thoughts with me!