Doesn't Microsoft already HAVE a virtualization product ??
MS Virtual server, baby !!! It'll catch up EVENTUALLY !!!!!
Citrix will announce its acquisition of XenSource tomorrow, The Register has learned. In a bid to expand its software management play, Citrix will grab the developer of the open source Xen hypervisor. The deal will give XenSource heftier corporate backing needed to compete against VMware. Meanwhile, Citrix will be able to …
"Doesn't Microsoft already HAVE a virtualization product ??"
Not one that works for them whenever they put money into IT, apparently.
It is not as if they are short of a bob or two to Speculate Vividly so obviously they haven't caught the wave/read the Semantics yet.
You gotta get out more, Bill, M will Understand. :-) She be Busy as a Being 2. Or is Steve missing the Big Picture here?
It claims it has ...
Having seen Virtual PC (running XP, I hasten to add) in action on one of our Vista machines I think the chances of it catching up with VMWare (or even Xen, come to think of it) is about as likely as man reaching the Moon by putting his head between his legs and spitting really hard. Or, if you prefer the short form, it both sucks and blows.
The problem for customers of virtualization is not doing enough of it! Many customers have been delayed by promises of future products on a roadmap that is not delivered on... and each month they fail to consolidate existing servers and contain net-new servers, they are spending money they don't need to.
The opportunity cost of waiting for a future product is big in CapEx, OpEx and environmental terms. Don't ponderize, virtualize! :)
It is kind of difficult for me to imagine in which space this is sexy.
Professional products which spoof TPC?
Windows programs which use the new CPU VM instructions?
Companies which have computing with two ends, hence end-end computing solutions.
Wireless gaming mice with truly Global Reach.
Cellphones which transform into grid networks when they consume a sports drink.
Broadcom has made its first public comment in weeks about its plans for VMware, should the surprise $61 billion acquisition proceed as planned, and has prioritized retaining VMware's engineers to preserve the virtualization giant's innovation capabilities.
The outline of Broadcom's plans appeared in a Wednesday blog post by Broadcom Software president Tom Krause.
Analyst firms S&P Global Market Intelligence and Gartner have both offered negative evaluations of Broadcom's takeover of VMware.
S&P surveyed VMware customers and found 44 percent feel neutral about the deal, and 40 percent expressed negative sentiments.
But when the analyst crunched the numbers for current customers of both VMware and Broadcom, 56 percent expressed negative sentiments. More than a quarter rated their response to the deal as "extremely negative".
In brief More than half of the 24.6 billion stolen credential pairs available for sale on the dark web were exposed in the past year, the Digital Shadows Research Team has found.
Data recorded from last year reflected a 64 percent increase over 2020's total (Digital Shadows publishes the data every two years), which is a significant slowdown compared to the two years preceding 2020. Between 2018 and the year the pandemic broke out, the number of credentials for sale shot up by 300 percent, the report said.
Of the 24.6 billion credentials for sale, 6.7 billion of the pairs are unique, an increase of 1.7 billion over two years. This represents a 34 percent increase from 2020.
Research by Citrix shows business leaders don't entirely trust their employees when it comes to hybrid work.
The report, dubbed "Work rebalanced" [PDF] was drawn from the views of 900 business leaders and 1,800 employees across the globe, including in the US, the UK, Australia, France, Germany, Japan, Mexico, and the Netherlands.
Broadcom's stated strategy is very simple: focus on 600 customers who will struggle to change suppliers, reap vastly lower sales and marketing costs by focusing on that small pool, and trim R&D by not thinking about the needs of other customers – who can be let go if necessary without much harm to the bottom line.
The Register offers that summary based on Broadcom's own words, as uttered at a November 2021 Investor Day.
The Broadcom event kicked off with an overview from president Tom Krause, who illustrated the outfit's go-to-market plan with the following diagram.
VMware customers have seen companies acquired by Broadcom Software emerge with lower profiles, slower innovation, and higher prices - a combination that makes them nervous about the virtualization giant’s future.
The Register offers that assessment after spending the day at a VMware user group conference in Melbourne, Australia, where we interviewed over a dozen VMware customers to ascertain their reaction to Broadcom’s surprise acquisition of the virtualisation giant. The customers all requested that The Register not use their names, or those of their employers, as none were authorized to speak to the media.
One of those customers was a sysadmin at a sporting organisation that has decided to drop Symantec products because product evolution has slowed under Broadcom’s ownership. The sysadmin has also heard, from multiple sources including Broadcom partners, that the company uses price hikes to discourage customers it does not want.
Broadcom has confirmed it intends to acquire VMware in a deal that looks set to be worth $61 billion, if it goes ahead: the agreement provides for a “go-shop” provision under which the virtualization giant may solicit alternative offers.
Rumors of the proposed merger emerged earlier this week, amid much speculation, but neither of the companies was prepared to comment on the deal before today, when it was disclosed that the boards of directors of both organizations have unanimously approved the agreement.
Michael Dell and Silver Lake investors, which own just over half of the outstanding shares in VMware between both, have apparently signed support agreements to vote in favor of the transaction, so long as the VMware board continues to recommend the proposed transaction with chip designer Broadcom.
Broadcom has signaled its $61 billion acquisition of VMware will involve a “rapid transition from perpetual licenses to subscriptions.”
That's according to Tom Krause, president of the Broadcom Software Group, on Thursday's Broadcom earnings call. He was asked how the semiconductor giant plans to deliver on its guidance that VMware will add approximately $8.5 billion of pro forma EBITDA to Broadcom within three years of the deal closing – significant growth given VMware currently produces about $4.7 billion. And subscriptions was the answer.
Krause also repeatedly said Broadcom intends to invest in VMware’s key product portfolio and is pleased to be acquiring a sales organization and channel relationships that give it reach Broadcom does not currently enjoy.
Broadcom is to acquire VMware for $60 billion in a deal that will be announced on Thursday.
That's according to the Wall Street Journal. VMware is scheduled to report its Q1 2023 results on the same day, so the Thursday announcement theory is not entirely unrealistic.
Neither biz has had anything to say about the reported deal at the time of writing, with VMware declining comment on rumor and speculation.
Comment Broadcom’s mooted acquisition of VMware looks odd at face value, but if considered as a means to make edge computing and the Internet of Things (IoT) more mature and manageable, and give organizations the tools to drive them, the deal makes rather more sense.
Edge and IoT are the two coming things in computing and will grow for years, meaning the proposed deal could be very good for VMware’s current customers.
An Ethernet switch that Broadcom launched this week shows why this is a plausible scenario.
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