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Microsoft takes VMWare head on

By Justin Mann

On October 10, 2008, 6:10 PM

Microsoft has recently unveiled how they view virtualization, and how they plan to make virtualization grow in the near future. More specifically, they've talked about what their primary goal is – to oust VMWare from its comfortable 80% or higher lead in virtualization deployments.

It seems Microsoft's primary intention is not to directly compete with what VMWare is offering, and instead take the next “technological step”, moving to a management infrastructure that is both physical and virtual. They put a lot of emphasis on managing virtualization deployments, and see that as more important than the actual implementation. This is definitely true, at least from a business standpoint, as one of the goals of any virtualization suite is to become seamless.

If anyone knows how to operate a monopoly and control large market share, that would be Microsoft. VMWare could be in danger here. Even with a technically superior product, they might find themselves in a serious hurt if they do not react to Microsoft's plans, on top of several other vendors like Sun and Cisco competing for VMWare's current domain as well.

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  1. VM Ware's advantage is that ESX doesn't run on Windows! Their disadvantage is both their prices are astronomical, and that Hypervisor based virtuilization consumes 20% of your processing capabilities. Where possible, virtualizing applications and not the OS with the applications creates a smaller footprint on the SAN and Server Processing/RAM plus improves performance. There's room to improve virtualization. If Microsoft can find that angle and attack the price points I could see them winning the game.I can't recall Cisco offering a product which competes in VMWare's domain. But I'm acutely aware that network virtualization happened inside of Cisco switches and routers (with VLAN's, sub-interfaces, etc) a long long time ago.

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