I stumbled on a nice post on TechStrategyPartners from George Gilbert and Juergen Urbanski. It gives a clear view on which areas VMware will be putting their money on and why. It’s a pretty large piece of reading material and I had a couple of “duh” moments but the core of what they’re telling comes down to this:

We’ve all seen the light concerning server consolidation, it’s (becoming) commodity. So what, at this moment, are the areas where the money is ? According to the authors (VMware stakeholders), VMware has defined 3 waves they are setting out to ride the next period :

1. Business Continuity : High Availability & Disaster Recovery

2. Datacenter Automation : Virtual Datacenter OS

3. Desktop Virtualization : VDI

I think VMware has addressed exactly those points where companies momentarily are feeling the pain. With all the stuff they’ve presented at VMworld in Vegas they showed that they are really creating and maturing the technologies needed for those 3 waves.

But I do have to say that I’m missing the Application Virtualization part in their setting. They have bought Thinstall (ThinApp) so they appear to compete in that area to but it’s a bit quiet in that space lately when you ask me.

And that while I, as a consultant, see more and more companies looking at migrating their desktop platform (to physical or virtual machines) and looking for a way to prevent the application hell by using an Application Virtualization solution like ThinApp, App-V or InstallFree. And I think that that’s the most logical step for companies to make now : virtualize your apps. As soon as you’ve done that you are way more flexible with your complete desktop infrastructure.

So while I completely understand and agree on the 3 waves VMware has defined, I do wonder if they are not underestimating the market for application virtualization, especially since it’s, in my opinion, one of the first steps towards a more flexible infrastructure.