
- Lack of fireworks
- No acquisitions
- No revolutionary offerings
- No surprises
- New definition of Cloud
- VMware + Management + Automation
- What about Instrumentation & Service Assurance?
- Management is key to VMware's future but competition is fierce
- vCenter Ops = Integrien + CapacityIQ + ConfigureSoft
- “vCenterOps” = Netuitive + vKernel + BMC BladeLogic
- “vCenter Ops” = Prelert + Quest + HP Opsware
- Get the Picture?
- Cloud Management is moving up the “must-have” list
- Service Assurance regardless of application, hypervisor, or Cloud
- Dashboards are in; gauges, flashing lights are out
- True event correlation and impact analysis is desperately needed
- Red Hat Looms Large
- Vendor lock-in is a huge topic of conversation
- Microsoft-like hangover of single source vendors
- As Cloud grows, the hypervisor becomes less relevant
- KVM is gaining steam; OVA (IBM, Intel, HP, Red Hat)
- New projects
- Project AppBlast – Application streaming over HTML 5
- Innovation or Hubris?
- Check out SproutCore
- Project Horizon – VMware for your mobile phone
- Limited Support (Android OS from one model of LG)
- Will Apple/Microsoft play along?
- Project AppBlast – Application streaming over HTML 5
- Intangibles
- Who is going to take on Microsoft and Amazon with VMware's technology at scale?
- Does Cloud Foundry dramatically alter who VMware is today and what they will become tomorrow?
- VMware's messaging is dead-on, but are their products/solutions up to the challenge or just marketecture?
- Can OpenStack's momentum be stopped with vCloud 1.5?
- Will Citrix and Xen rise again?
- VMware pricing and tactics are top-of-mind and are being watched by customers, prospects, and competitors
- VMworld as an industry show? No, it's an infomercial for VMware.








