I'm long VMWare but I'm getting the jitters. If ORCL is gaining momentum, they can be a formidable foe to VMWare.
Let's hope ORCL does not comment on Virtualization during the Conf Call!
The most formidable opponent will be MSFT since they acquired Connectix (Virtual PC) few years back, Virtual PC is the closest thing to VMware but even MSFT is still 1-2 yrs behind
Oracle got nothing
I'd rather get the jitters and take a fixed profit than be a gambler. I'm sure the investors out there would agree.
That being said, VMWare seems to have a lot of potential, and so I'm holding on to it.
If you want to be a rabid pumper ignoring all risks, suit yourself.
Thanks to those who provided insightful analysis, I appreciate it.
Oracle's virtualization is nothing more than an abbreviated version of Xensource - it's vapor ware, pure and simple!
I'm being objective and speaking from 15 years of IT experience, and NOT as a vmw long. The industries I worked in range from dot com to publicly traded fortunate 100 financial power houses in Wall Street.
Go look at www.dice.com and do a search for Xensouce vs. VMware job postings. If you find more than 10 want ads for Xensource, I would be impressed. Now search for VMware. You'll find pages, pages, pages full.
There is NO comparison. When the dust settles in a year or so, I'm willing to bet VMW will have gained more market share than any of its competitor. Keep in my virtualization is still in its infancy.
Yah, ok... let me be specific about my jitters, mostly on pricing, especially since Oracle is touting that its quarter was based on NEW sales.
So what are the chances a company looking to buy VMWare licenses won't use Oracle's offering to try to lower the price?
Or will VMWare's product be so defensible that they are able to brush that off...
VMWare reminds me of Netscape a bit... great investment for a while (2-3 years) but ultimately becomes a commodity.
That being said, it's only been a few months, plenty of time left to see.