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VMware vs. the competition – does the market finally understand ?

Like most if us, I watched the VMware stock plummet over the past several weeks, and I am now relieved to see it recovering again. What inspired me to write this post was an article from TheStreet.com - VMware Shakes Off Worries – News & Analysis – Tech Stock Update – VMW – ORCL

“They say VMware, which has a commanding 90% share of the virtualization market, will maintain its edge for specialized software that allows servers to run multiple operating systems because its management software tools are superior to those of their competitors, including Microsoft.”

I’m not a trained financial analyst. I do not even actively trade stocks, but it seemed to me that Oracle’s announcement that they were offering their virtualization solution for free was all that was needed to cause the market analysts to loose faith in VMware’s technology. Numerous articles were written about how VMware stock was over valued and how their days as the virtualization leader were over. It seemed like the world bought that analysis easily.

Maybe the experts never really understood virtual infrastructure, virtualization, and the virtual data center? It’s good to finally see press that recognizes the difference VMware makes for the IT department that has to implement the solution, migrate the physical servers, and eventually manage and support the solution. The solution is not just the ability to create virtual machines, but the necessity to manage and monitor both the host servers and their guests. VI3 Enterprise is in a league of it’s own with VMotion, DRS and HA. The soon to be released VI3.5 and it’s new features will make VMware’s offering even stronger.

Frankly, if you want a cost effective virtual infrastructure that consists of VMs isolated to the local storage of the host try the free VMware Server.

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