Can VMware Become a Major Partner in Enterprise Software?
It’s always great to see an underdog win. The IT industry boats a long list of innovators who created breakthrough technology and propelled themselves to market leadership against much bigger and well-established competitors. VMware (NYSE: VMW) certainly fits that bill. But with the breadth of its current product portfolio and its aims to create the next generation software-defined data center, the company finds itself in the ring with enterprise software giants that may not be as nimble, but certainly are sophisticated and deeply resourced heavyweights when it comes to going to market with and through partners. In this dimension of its go-to-market strategy, the virtualization darling today is a relative lightweight.
In its defense, VMware is firing on all cylinders right now at the product level. It still has dominant share in server virtualization, is making innovative announcements in its desktop virtualization and management offering, has a robust software development platform with SpringSource and vFabric (and more than a million developers, to boot) and just bought one of the industry’s most innovative software-defined networking companies in Nicira. It’s shooting for the moon with its everything-virtualized and vCloud Suite strategies. Even Salesforce.com (NYSE: CRM) and Oracle (NASDAQ: ORCL) aren’t quite as brazen in their public messaging about being the cloud operating system leader of the future.
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