| Virtualization State July 2008 |
| Friday, 11 July 2008 11:49 |
|
Time has been flying this year and consequently we have missed the regular update that was due in April. So here we are, changes are coursing through the virtualization market with the maturation of newer technologies and industry leaders moving about.
Xen is the product that has the stones to challenge VMWare in my opinion. There are enough developers working feverishly on the various projects and products that innovation is moving rapidly and efficiently towards parity and possibly advancement past VMWare. Citrix's acquisition of XenSource last year is beginning to show the industry a viable second hypervisor with the support infrastructure of a mature organization. While there are other Xen based systems out there, none of them have the polished product combined with the support and financing of a mature company. This gives Citrix XenServer 4.1 a significant advantage over all the others with the exception of Microsoft and VMWare. The next year for Citrix will be the make or break of Xen virtualization. My prediction is a big win. VMWare continues to innovate, although the pace has slowed. They are also dealing with the recent forced departure of Dianne Greene who is a co-founder of the company. This may indicate lack of execution on requirements set by owner EMC, although based on the revised earnings guidance issued at the same time and some price increases heading for the EMEA and APAC geographies, it may be due to a shortfall and perhaps creative accounting. The product itself is in position to continue to be the dominant player over the next several years due to ESX 3i integration at the BIOS level with major OEMs and the large product install base that they have garnered over the last several years. My predictions for this time next year are that Xen in all its various flavors will have captured about a 20% market share, Microsoft may have up to 30% and VMWare will hold the rest. The most exciting areas to watch are in the management space of the infrastructure around them. Look to disk technology companies and management software vendors such as PlateSpin and VizionCore to lead in these spaces.
|
