VMWare: real deal or irrational exuberance?
Category: Real World > Finance
real deal
3
If it's doing this well now, when institutional investors are hurting for cash, it's gotta keep doing well when the market stabilizes.
3
While the "hypervisor" piece of VMware for desktops is not anything special, their unique VMKernel in ESX and their TOOLS are where it's at. No one else has Vmotion, HA/DR and functionality in Virtual Center. When I can build an new ESX server and move existing VMs onto it - LIVE - without a hiccup, that's good stuff. When an ESX server has hardware problems and dies, all of its VMs automatically restart on other ESX servers making the outage only 2-3 minutes for the users. When one VM starts hogging resources, VM are automatically moved around to give it space. That's worth a few $bn.
1
If VMware was a flash in a pan, then why would Cisco and Intel invest so much in the technology? Companies that big make statements when they invest, and surely wouldn't have invested for the sake of it without having good reason.
0
VMWARE is good stuff and it's more than just "Tupperware". It lets you centralize your stuff and do all sorts of testing without having the physical systems. Granted you need a very powerful system to use ESX and have plenty of VMs at your beck and call, but this is still way better than having 20 or more physical systems chugging away, blowing parts and motherboards, getting obsolete, and using electric and heating the place up.
0
If they could have sued them already - they would have. It is not an open and shut case. From some perspectives it might have been infringing, but in reality the article at venture cake is about version 2.5. That is so 2005. In version 3.x the VMkernel is not dependent on the Console OS after boot.
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irrational exuberance
2
VMware is going to have a nice honeymoon and they have a couple of years, but they're going down folks. VMware's tech is good, but they've been price GOUGING for years. Futhermore, their technology acutally does NOTHING by itself. They make Tupperware. They PACKAGE operating systems and not much else.
1
Uh oh ... VMware might be running afoul of the Linux license (and yes, it uses the 2.4 kernel). I guess as long as they don't get sued ... http://www.venturecake.com/the-vmware-house-of-cards/
0
Big companies invest in companies that they think will make money for them. It has nothing to do with whether they think the company they are investing in will have 'legs', except in the sense that they hop it lasts long enough for them to turn a profit. That's their 'good reason' for investing.
0
VMware is Software Tupperware. Go install ESX (after paying ridiculous sums of money first) and tell me what you see.
Zippo. Nada. Nunca. Zilch.
You need an OS (Windows or Linux) to actually do something like file/print serving for example.
Tupperware baby!
-2
dot.com boom here we come
