VMware vs. Microsofts Hyper-V
What does VMware have to do to differentiate itself from Microsoft and its Hyper-V product, which is coming out later this year? We have been expecting Microsoft and all these other large [companies] to come into the virtualization space from the very beginning. We have known for years that it would happen, and it's a validation of the market that now they are finally here.It is apples and oranges. Do you see further consolidation in the industry-with several large companies within the virtualization space? I think virtualization is just a really rich area for new companies. You have a new platform for building software that lets you do things in a completely new and better way. There are going to continually be a lot of startups in this industry, and if you go out and talk with the venture capitalists, they invest very heavily in this space. They understand it, and it's a very exciting time in an exciting area. I think you see opportunities in security, you see opportunities in availability, you see opportunities in management, you see opportunities in application delivery, you see opportunities in optimizing the applications themselves. The other thing that is going on with virtualization is that it's going to accelerate people's ability to develop new software-say, business applications-because you can just build it for a virtual machine and take advantage of all the services that virtualization gives and you don't have to test it for every available operating system that the customer may have. You just build it for a virtual appliance and just ship it. It's going to have really positive repercussions for customers and for startups in terms of their ability to get to market quickly.
They are coming in with a point product-with a 1.0 hypervisor. VMware is a new software infrastructure-it's an architecture, and we are transforming how software is developed and delivered with a broad suite of products, a broad suite of alliances and a broad suite of APIs that are integrated with the industry.