VirtualLogix on VMware’s Trango Strategy
To get the kind of perspective on VMware’s Trango acquisition that only a competitor can provide, Editor Keith Ward and I recently spoke with one of the more visible companies in this space, VirtuaLogix. (Other competitors include Open Kernel Labs, HipLogix, and Green Hills Software.) Fadi Nasser, VP of product marketing, and Mike Seashols, chairman, provided some color on the deal from their vantage point. Being a competitor of course, the company has its own bias. Still, I thought the comments were useful.
I asked Mike Seashols if he thought this was a major strategic direction for VMware given the small size of the company and the fact that no new business unit has been established. His comment was that the potential market is “huge” although I didn’t have much luck pressing for market research projections as to the specific revenue opportunity. Mike said he thought the deal did in fact represent a major strategic direction for VMware but that the company had a “back of napkin strategy about how to execute it.” Another interesting comment: in his opinion, they were “a couple of years ahead of Trango” while confirming that the two companies have indeed bumped into each other competitively.
Posted by Tom Valovic on 11/17/2008 at 12:49 PM