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VMworld 2009 Wrap Up: Lost in San Francisco

(Blogging from San Francisco) Here's the most important thing I learned from VMworld San Francisco 2009: VMware is terrified.

How do I know this? Because it's pushing a cloud computing initiative that's years away from common implementation, and will never be more than a niche technology -- a big niche, potentially, but a niche nonetheless.

VMware wants to be your cloud infrastructure provider. That was what this week was about. And there was a parade of third-party vendors on board with that notion, too. Problem is, it's nothing but marketing hype. Most companies are barely even starting to think about the cloud in practical, day-to-day terms.

If that's the case, why the cloud emphasis from VMware? In a word: Microsoft. Redmond is catching up, and fast, to Palo Alto in the virtualization space. VMware needs to look like it's keeping its technology lead, like it's pushing the virtualization envelope even further out there. And with vSphere last year, that's what happened.

This year, there were no announcements from VMware of real significance. Not like Hyper-V R2 from Microsoft. Not like Windows 7 from Microsoft (and, by the way, Windows Server 2008 R2/Windows 7 have the building blocks of a very nice VDI solution. Uh-oh.)

Given the lack of electricity -- the dynamic that defined last year's show -- something had to be done; the cloud, with its lofty promises and dreamy visions, fit the bill. Forget lack of tangibles, of new products (at least from VMware) that make attendees tingle. We'll point to the cloud, talk a lot about the future, and hope they don't notice the absence of much new to talk about.

For more proof, look no further than the postage-stamp booths given to Microsoft and Citrix. Those 10-by-10-foot booths were laughable. And it went further: If you wanted (like me) a XenServer 5.5 or Hyper-V R2 demo? Forget it -- Vmware outlawed displays of the technology at the "industry" event. To me, that screams "we don't want customers seeing what they can do!" or how much cheaper those Microsoft and Citrix products are. Trying to stifle the competition that way doesn't become you, VMware.

I've noticed my blogging from the show this week has a distinctly negative cast toward VMware. That certainly wasn't by design; I was very positive during last year's show (and have expressed my admiration more than once toward vSphere, a great product that continues to be best-in-class). I just felt like the show was a giant wall against which VMware was throwing spaghetti, hoping the cloud vision would stick.

Posted by Keith Ward on 09/04/2009 at 10:35 AM


Reader Comments:

Mon, Sep 14, 2009 Chad Wisconsin

I went to TechEd (Microsoft Event) this year. First, it took me a map and a GPS to locate VMWares booth which was stuck in the back. Second, a desktop virtualization seminar during the event was nothing more than a VMWare bashing event. Citrix and Microsoft in the seminar telling me VDI cost too much...try using virtual apps. Every company pushes the competition to the corner during their events.

Mon, Sep 14, 2009 Chad Wisconsin

I went to TechEd (Microsoft Event) this year. First, it took me a map and a GPS to locate VMWares booth which was stuck in the back. Second, a desktop virtualization seminar during the event was nothing more than a VMWare bashing event. Citrix and Microsoft in the seminar telling me VDI cost too much...try using virtual apps. Every company pushes the competition to the corner during their events.

Sat, Sep 12, 2009 Mark Texas

This was also my forth VMWorld, and I thought it was great. Working for a major corporation on a large cloud initiative, I went looking for cloud details this year. Granted, cloud technologies and methodologies are still forming, but VMware's cloud focus is not new. Look at the features in vSphere (and last year's announcement of the Virtual Datacenter Operating System), cloud has been on VMware's radar for a long time. Host profiles, distributed vSwitches, storage vMotion, enahanced vMotion compatibility, vApps...the list goes on and on. It is no mistake that each of these features enables cloud methodologies. If you think cloud is a new thing for VMware, then maybe your head has been in the clouds...or not ;-)

Sat, Sep 12, 2009 rbrambley

C'mon Keith!

VMworld 2009 was about the proof of the cloud promise. vCloud Express, vCould API, SpringSource. Go build a VMware virtual server on the cloud with your credit card. Use Lab Manager and SRM to enable your private cloud. That's not just marketing hype. That's what's happening today.

Microsoft and Citrix are not pushing cloud? What about Azure and Cloud Center? Face it. They are trying to keep up there as well.

Did you catch the VMware recent announcements about the automation and management products in the vCenter Suite? That is what VMware is really pushing these days, and they are still ahead of the competition and the still "THE" VI innovators.

BTW, did I miss the new exciting announcements from Microsoft and Citrix during the show?

Agreed - the announcements were not as exciting as 2008. But, is it really a shame that VMworld 2009 went back to being only as exciting as VMworld '07?

Thu, Sep 10, 2009 Tom T NYC

Sorry, first sentence should read '4 in a row I've attended.

Thu, Sep 10, 2009 Tom T NYC

I was there, 4 one in a round I’ve attended, and there was defiantly a different feel. Two years ago in San Francisco there was a lot of “swagger”, VMware had just gone IPO, they were riding a wave. Last year was a little different, new CEO, the “cloud” was king and lots around vSphere. What a difference a year makes.

I agree 100%, VMware is running scared. There are several things you need to look at/consider. 1 – Over 80% (maybe closer to 90) of VM’s running on VMware are Windows, these of course are running Windows apps. 2 – Microsoft is notorious for letting a market mature, than they jump in and slowly choke out the competition ala - Fedor Emelianenko. Don’t think Netscape here, think Novell. 3 – 15 years ago Novell was the market leader, by a very wide margin, in the x86 networking market, PC/client-server networking was the topic of the times, being a Novell certified engineer pretty much gaurenteed you a job. 4 – What happened there? 5 – History does repeat itself, look for the same thing to happen here.

Microsoft will slowly chip away, will gain ground, will catch up on the feature/function side, will mostl likely pull off something that VMware will end up having to play catch up (hey, being a monopily has it’s advantages) and Virtualiztion will be ‘built in’, like networking is today. Paul Maritz has seen this, but this time he’s on the other side of the windshield, and is not the truck, but the bug…

Wed, Sep 9, 2009 Jason Texas

Did you attend the same VMworld 2009 I did? For one, vSphere was released THIS year, not last. VMware was so *terrified* they gave their competitors floor space! GASP! As far as Micrsoft's offerings (yawn), most people know- the features they want are always in the NEXT version (or after many patches). XP was Vista's biggest competitor. Now they want us to buy into the hype of Windows (we-got-it-right-THIS-time) 7 and Hyper-V? One thing I can expect- more FUD from Redmond. That is the norm. Lemme sum up this blog entry for everyone: Keith doesn't like vmware's cloud technology.

Wed, Sep 9, 2009 Phillip Kentucky

You keep making a big deal that they forced Microsoft and Citrix to 10x10 booths but to me it surprises me more they even allowed them to have a booth. After all it is VMworld which means it their show. I would expect nothing less than for them to only display their products or other companies that work with them instead of the competition. That is almost like saying that a Ford dealer should have to allow space for GM or Chrysler to sell on their lot.

Wed, Sep 9, 2009 Michael Keen Des Moines, IA

Keith, I have to agree with you on this. As an analyst that sat in on those executive discussions on Monday during Analyst Day and walking the floor, VMware has nothing to talk about except this "cloudy" view of the future. The other underlying message that I am thinking doesn't stand a chance is the whole push around raising the level of conversation from the admin/ops level to the C-level and getting their partner ecosystem to understand business concepts. This won't happen overnight or at all. Overall, I wasn't very impressed with the content from VMware directly, but was amazed by the vendors that are addressing very real issues around management, capacity, user personas, etc. These are the areas to watch in my opinion. Cheers

Wed, Sep 9, 2009 Jeff Ohio

I can understand being underwhelmed by an event without much breaking news but what I find interseting is that CITRIX and Microsoft seem to be your heaviest advertisers.

Tue, Sep 8, 2009 John Arizona

I think virtualization remains a niche technology, but I foresee application virtualization gaining speed in corporate IT. And for this, there are much cheaper options than VMware, like Citrix's XenApps. Your visceral anecdotes of VMWorld's shunning of competition really speak to the current IT climate. Do any companies embrace their competitors - like Apple, Google, or Microsoft by chance??? It will be interesting to see how much territory Microsoft gains in the coming year.

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