Cloud Cover - VMWare's Market Charge

No sooner did I speculate on who will make a runSilicon Valley exists between Larry Ellison and his
at providing p-cloud (private cloud) managementego. After that the longevity of a press release is
tools than VMWare comes charging likethe nearest runner-up.
malcontent bull in a Pamplona ally.So VMWare faces a problem. To virtualize the
Like Apple before it, VMWare is co-opting a singledata center requires providing in a virtualization
letter of the alphabet to brand a series ofmanagement tool all the infrastructure
products. Apple owns 'i' and VMWare now ownsmanagement components that CTO's have
'v'. I hereby establish my claim to 'g' forbought over the years from best of breed
everything I create, such as g-confusion andvendors. VMWare would be certifiably insane to
g-discontent (good thing I don't sell musicaltry building VDC-OS by itself. They do not have
instrument strings).not can they acquire and rapidly integrate
One of VMWare's initiatives is vCloud, which is oneexpertise in all the different facets of data center
component of their broader Virtual Datacentermanagement. They have to partner and open
Operating System (VDC-OS) gestalt. VDC-OS - aVDC-OS in such a way that other solution
clumsy acronym in an otherwise slick acronymproviders can port their existing technologies into
flooded market - seeks to virtualize the dataVMWare's evolving infrastructure.
center in very broad terms. It already has selectCisco helps. Nobody knows networking like Cisco,
virtualization components for CPUs, storage andand they have tagged with VMWare on some
network and a 2009 road map for centralother projects. Since virtualizing the network is
management.part of the whole product definition for p-clouds,
What is interesting about their announcement thisVMWare has a head start. Expect partnerships
week is the addition of a security module. Thoughwith HP (monitoring ala OpenView), possibly
conceptually there is nothing fancy about theirAlarmPoint (alerting) and others. VMWare has
security addition, it is the addition itself which isalready implemented an API to bridge VDC-OS
telling. As I recently mentioned, the winner in thethe data center cloud to external clouds, so
p-cloud space will have to stitch together all theperhaps the APIs will enable other technologies to
normal IT functions into one tool that allows theaid in managing a p-cloud.
total abstraction of the data center -Do not expect a lot of participation from
auto-discovery, server classification, networkMicrosoft and Citrix.
segment management, virtualization, provisioning,In the oddest alliance since Microsoft and Novel
monitoring, redundancy, failover, alerting and more.made kissy-face, Redmond has partnered with
That VMWare has taken on a small aspect ofCitrix to bridge not only Hyper-V and Xen but
security shows they understand the wholeCitrix's more capable virtualization management
product definition for p-cloud management istool. This is a shotgun marriage where two
incomplete.competitors with nothing even close to a whole
It is good that they recognize the problem. Iproduct are teaming to block VMWare's inertia.
wonder if they foresee the solution.Microsoft and Citrix stand to lose enterprise
P-clouds present a perpetual problem with wholemindshare if (or perhaps when) VMWare brings
product development, namely that nobody can dotrue p-clod capabilities to the market.
it on their own. The primary reason the high techVMWare has a vision, and at first glance appears
business is rife with alliance that change fasterto understand that they need to open their
than smoochers at a spin-the-bottle party is thatarchitecture to extend it outwardly. As interest in
everyone is seeking to create a whole product byVDC-OC grows, they VMWare will feel the heat
getting other companies to provide some part ofto open further - ala App Exchange - to allow
the total solution. As markets and competitivenearly any addition functionality to be added
realities change, so do alliances.without VMWare having to build it themselves.
The closest thing to a permanent relationship in