i bet microsoft has a lot of money in this research as well. the idea that microsoft would be surprised and not know anything about this wouldn't make sense. of course they know about it and they're either thinking beyond it or will compete. c'mon it's microsoft. they're the OG's of this shit yo!
Compete? As far as who controls the Host OS (hypervisor), It's over!
Microsoft has great products and they have been investing in SOA for years, but they no longer control the hardware. VMware does.
Very good article.
That being said, you will still have the non-believers, short sellers, and 4th graders trying to tear it down when if they understood what was said they may change their mind.
While I do not believe that VMW will have an immediate stock price appreciation effect on EMC it will eventually.
What will be driving the company more will be their current products and VMW will be an add on to the company.
Hopefully there will be a massive buyback with some of the funds and that should also have some effect on the price.
IN the meantime my way of investing still works. Currently have no positions in EMC either at the beginning of the day or at the end. You could see at the opemimg bell when eeverything opened down there was going to be an issue.
I would encourage everyone to read the article, the link was peovided in the first thread.
Thanks again for providing that information.
WebLogic server running over VMware hypervisor, but without any OS. Read the link...
yes, Virtulization is definitely a threat to OS.
Pure Rubbish - in their scenario VMWare would become the new OS. Whose to say it will be any simplier? Some code is still needed to manage HW resources, task scheduling, etc. Nothing comes for free.
You should read some of the papers the guys at VMware have written. Very nerdy stuff.
EMC/VMware has already made the arrangements with people like HP, Apple, Dell, Intel, AMD, Cisco, Sun, IBM and Google. No joke, do the research yourself. Every single one of these companies has a major agreement with VMware. Michael Dell was one of VMware's early investors, before they were bought out by EMC. Apple's move to the Intel x86 architecture makes it easy for VMware to run on a Mac. x86 chips are Intel's most important product. Soon you will get PCs with no hard disks. Everything will come from the network, a Flash disk will work for things that you want to keep confidential and portable. This is Cisco's dream!!!
These companies are just waiting to pull the trigger. Guess who is in the center of it all... VMware.
Microsoft has been set up. They are going to be the only ones without a chair when the music stops.