[Disclosure: My current employer (Cisco) is a business/technology partner to
both VMware and EMC]
Earlier today VMware announced that they had acquired the assets, people and
operations of online storage service Mozy from EMC. Almost immediately, the
Twitterverse was calling out VMware for abandoning their current business
model, primarily acting as a vendor, selling to Enterprise/Commercial
businesses and Service Providers. Mozy currently operators as a Cloud Storage
provider (to both consumers and small-business), so questions arose about
whether this now put VMware in competition with their existing (or future)
Service Provider customers.
Considering how rapidly the IT landscape is changing, I had to step back and
think about whether an action like this completely forces VMware to change
their business model or if there were alternative ways to think about it. My ... (more)
Over a year ago, I wrote my initial thoughts on VMware's CloudFoundry PaaS
platform. Over the past year, the platform has grown and evolved in
interesting ways - new frameworks, new partners, new tools and new ways to
interact with the community.
But one question continued to linger. How would CloudFoundry connect back to
the rest of the VMware portfolio? There was already some connections to the
SpringSource framework and vFabric, but it wasn't clear if it would connect
back to vSphere. Or should it connect back to vSphere? Cloud Foundry is an
open (source) PaaS framework that w... (more)
When I joined Cisco in 1996, I was sitting in new-hire orientation and
distinctly remember one of the VPs tell us that, "we are a software company".
I remember being surprised at this, because we had just finished touring an
incredible lab filled with huge boxes of blinking lights. But after working
with the products for a few months, it became obvious that the value to our
customers was the stability and flexibility of the IOS software (no kids, not
the stuff on your iPhone).
Ten years went by and I found myself in a spin-out that was using the ODM
hardware manufacturers used ... (more)
This past week, Mary Meeker published her amazing annual look at technology
trends and the state of the web. As usual, it provides great details around
macro-level trends effecting usage, devices, economics and much more. And the
highlight is her "Re-Imagination - of Nearly Everything" section, looking at
how innovation and software are rapidly changing nearly every element of our
While this absolutely applies to services and devices, it also applies to the
rules surrounding technology vendors and services providers. In the past,
vendors employed 1000s of enginee... (more)
A few weeks ago, I wrote my pre-show thoughts about VMworld 2012. Much of it
was focused on the need for VMware to diversify their technology and business
model(s) as customer needs are evolving beyond server virtualization.
Now that the US event is over, I wanted to jot down some thoughts before they
burn away like the San Francisco fog that greeted us each morning.
The audience was more diverse than in years past - While VMworld always draws
a huge group of infrastructure-centric people, this year had a greater
diversity of new groups in attendance, even if only around the fringes... (more)