Thursday, August 26, 2010

VMworld Predictions

As I previously noted, next week’s VMworld will be MokaFive’s first showing in two years. We’re putting the finishing touches on our booth and prepping our demos. While we count down the days, I want to share some thoughts on what I predict will come out of VMworld.

1. Cloudy messaging around cloud. You don’t have to be clairvoyant to see this one. VMworld 2010 will be all about the cloud, so expect to see everyone putting out some “cloud” story—whether they have a cloud offering or not. As such, expect to sift through these myriad messages for what’s real, what’s pure marketing and what’s simply lipstick on a pig. Despite best efforts to align with the cloud story, the plain fact is that cloud is not an all or nothing model.

As an example, let’s look at desktop virtualization—which is, after all, what we know best. While server virtualization is a key component of the cloud-based delivery model, on the desktop side, the cloud discussion can take an interesting turn. Too often, the most obvious approach has been to take a desktop, virtualize it and then put it in the cloud. But, keeping in mind that cloud is not “all or nothing,” how about just centralizing the management in the cloud, but still keeping the desktop with you.

2. VMware goes back to basics. Based on recent earnings and (non) developments and news from VMware, I anticipate that it will go back to its comfort zone and core competency: the server. Like all vendors, VMware fell prey to the trends—and why not, since they have the revenue and clout. But the reality is, VMware’s business is the data center. They will refocus (or reaffirm) their server play, including server-side desktop virtualization (VDI).

3. Open source ecosystem. Expect a lot of smaller open source type plays to jockey for a position to fill into VMware ecosystem either around open source management or open source application development. They’ve seen VMware move into open source software and open source tools, so they will be want to a part to play in this.

That’s it for my predictions. The last food for thought I will leave you with is the VMware vs. Microsoft match up. VMware has openly declared war on Microsoft --but just how exactly will VMware message this at the show. I cannot wait to hear what VMware will say in its keynote.

What do you expect to see or hear at the show this year? I will be hanging around MokaFive’s booth (#1736), so would welcome your thoughts in person. This has always been one of my favorite shows, and I am excited for some real dialogue with some of the best minds out there.

Of course, we will also be demoing the MokaFive Suite, our new multi-tenancy capability and an exciting peek into a new forthcoming product that I believe will be a real game-changer. And we also will be giving away an iPad. Swing by for details.

Purnima Padmanabhan, VP of Products & Marketing

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