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On Mon, Feb 10, 2014 at 5:35 PM, Sarah Conway <sconway@xxxxxxxxxxxxxxxxxxx> wrote:

Interesting article on commoditization of hypervisor technology. Charles Babcock's take is that it is not upsetting VMWare's position in the market- yet. Microsoft and Red Hat get a mention.

http://www.informationweek.com/cloud/infrastructure-as-a-service/vmware-navigates-high-wire-act/d/d-id/1113759

Would be great to follow up with Babcock regarding how much more Xen is in use at the end of 2013 vs. 2012. He's also very interested in end users, so if we could share some new names wit him that would likely pique his interest. It would be useful to include these stats. when approaching him with the upcoming 4.4 release too.

Thanks,

Some interesting quotes from the article:

There was doubtless more Microsoft Hyper-V and Red Hat KVM in use at the end of 2013 than there was at the end of 2012, so some commoditization is happening.

But there remains a huge market for virtualization. Gartner says 68% of the x86 part of the datacenter was virtualized at the end of 2013, up from just 21% in 2008. By 2016, that figure is expected to hit 84%, Gartner predicts. That means more license fees flowing out of VMware's core business as long as customers rely on it to continue the conversion of their data centers.

One VMware customer, Covance in Princeton, N.J., found that vCloud Automation Center, "reduced the service cycle time from a month to a day," Sayar said.

...VMware's fourth quarter shows that it has the revenue to finance more development of management products and that there is a growing market for them. Commoditization is going on at the hypervisor level. VMware keeps elevating its product line above that.

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Sarah Conway
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Re: [Publicity] InformationWeek on commoditization of hypervisors