VMWare’s IPO splash – Wake up call for the others

VMWare rocked the market today, and that really is no surprise. With the most comprehensive product offering of all the Virtualization solutions (and also the priciest), this is THE VM solution to go with for the enterprises that are adopting it. For instance, the company that I work for has already been steadily migrating racks into the ESX environment. If these other competitors don’t shape up soon (and it doesn’t look like they are), EMC’s toy project is looking to become the de facto player in the Virtualization game.

Let’s briefly look at the competitors:

Amazon EC2: This service shows great promise in taking away many of the start up business that VMWare would have had. Can’t see established big corporations utilizing this much though.

Microsoft’s Viridian: So far, it can still be considered vaporware. It may be too late of an entry for Microsoft once it gets released.

SWSoft’s Virtuozzo: Slightly different approach to virtualization, OS based. A little late in getting into the Windows space, but looks to be a decent contender. Unfortunately, marketing doesn’t seem to be doing the product justice.

SWSoft’s Parallels: Toy for the Mac fans. Unfortunately, VMWare’s Fusion is looking pretty capable in stealing quite a bit of this small piece of pie as well.

Xen: Not quite as polished or robust in terms of management as VMWare, but it’s coming along quite nicely. Could be a cheaper alternative than VMWare. Could also benefit from better marketing.

Virtual Iron: Already positioning itself as VMWare’s cheaper alternative. Shows promise, but it’ll probably never overtake VMWare.

The rest of the smaller players out there are probably not even being considered by big enterprises at this point.

As the market currently stands, VMWare seemed to have captured the hearts and the pocketbooks of the majority of the enterprise markets out there.

My verdict? I see great promise in VMW, though at today’s valuation, I would wait a bit before I’d consider picking some up.

What are your thoughts? Which one of these are you a fan of?

UPDATE: Looks like Citrix read my article last night and decided to buy XenSource this morning. 🙂 Check it out here.

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