Last summer I suggested that VMware could be the next Microsoft. A few weeks ago I saw Gary Orenstein’s VMware is the New Microsoft (just without an OS) and his point was triggered this AM when I read a blog on data centers comment from Fabio Violante (EMEA CTO at BMC):
If I may add something to your picture, I personally think that in addition to DC infrastructural innovation, a powerful (cloud) management software layer is also crucial to enable any enterprise achieve or ( at least aim at achieving) the efficiency of “Well-capitalized tech companies”.
It took me back to my days at IPAM leader Infoblox, when we were promoting the infrastructure 2.0 meme along with F5, Cisco, Arista Networks and others. I think the next Microsoft is the company that can deliver on the promise of an intercloud management platform that could allow an enterprise to deploy workloads across data centers at a moment’s notice, based on weather, potential disasters, off peak power, etc.
Many IT powerhouses once enmeshed in alliances of necessity are now making alliances of convenience in an effort to position themselves for short term advantages. Perhaps they are not nimble enough, or forward-thinking enough to deliver on the promise of reaching the clouds. Some may be so steeped in channel and sales issues that they cannot market out of the boxes (categories) that they helped to build.
I think more has to happen between the virtualization players and the network and storage automation players. All are wrestling with tech and business case tradeoffs as they make their numbers; that is to say that they’re placing multiple outcome bets, straddling the present and future like Detroit watching Tesla and the first hybrids roll off assembly lines. Yet Napoleon advised generals to divide and conquer their enemies, and this multiple bet scenario has been the downfall of many a tech company that had lost its way.
As a Roman citizen once uttered: “Fortune goes to the bold.”