Jie and VMware Battle Cloud Vision

One of the company's top executives has recently targeted VMware in the realm of virtualization, saying there is a high probability that customers will be locked in (lock-in) by VMware in the cloud computing infrastructure.

Sameer Dholakia, vice president and general manager of cloud computing platform, said at a recent investment conference at Pacific Crest, a US investment company, that the company expects to provide building blocks for the "Amazon" cloud computing infrastructure in the corporate sector. He believes that Jie is a more open provider than VMware.

These two companies are not only friends in the field of application software management, but also rivals in the field of virtualization. Jie has acquired cloud.com and has a wide variety of tools for customers to expand their services as needed. However, VMware's growth momentum continues unabated.

Dholakia VMware as the antithesis of Citrix. He believes that the SI Jie infrastructure is more in line with the direction of cloud computing, while VMware is focused on server virtualization. The following words are excerpted from his conversation at the investment conference.

This is the current idea of VMware: I use vsphere to lock the customers of the Enterprise data center; As long as I can make every service provider use Vcloud, I am expected to be the next monopolist to take profits from the industry over the next ten years. This is good for VMware, but not too good for other vendors in the industry or for customers. And this is clearly why Jie seems so outdone, doing everything to prevent this situation. We don't think this (VMware becomes a monopolist) is good for everyone. And frankly, a large number of client companies and big suppliers around the world are also saying this is unpopular.

Other than that

We interviewed a large enterprise group, the big financial services company, and said, hey, we're spending more on VMware solutions than we spend on Microsoft solutions. This is tantamount to a wake-up call, we have only 50% of the system to achieve virtualization. If I go on with the proprietary solution, I can't achieve the goal of 80% system virtualization. I need to look more like an Amazon-style cloud computing platform. As a result, the large financial services company began to build such a cloud computing platform; If you actually calculate the cost of the cloud computing platform, you will find that the cost is about 80% lower. There are several factors that cost less. The main reason is that every layer of cost saves a lot of cost. The user is naturally able to save province: The infrastructure layer, the kind of hardware you use in the cloud computing platform, is much different from the proprietary infrastructure layer. Look at Google's data center or Amazon's data center for a costly EMC Storage Area network (SAN). This will not happen. The infrastructure you're using is not like that at all. As a result, infrastructure costs are greatly reduced.

Software is expensive, and now you don't have to support a large sum of money to vendors like VMware for closed, proprietary software. Yes, Si Jie will also rely on the software layer to make money, but its price is much lower, it is because of SI jie based on open source technology.

Dholakia's point of view is due to his claim that the cloud computing battle is a battle between the two camps. One camp is the proprietary architecture of VMware, and the other is open source (Amazon). The two sides will be together, but the eventual open cloud computing scheme will prevail. In the eyes of Dholakia, VMware is almost the future of the mainframe-the technology still exists, but the days are done.

Many companies feel they are likely to be locked in by VMware's proprietary solutions, but the big question is that the company will not be sad in the future. For example, customers of SAP and Oracle have complained for decades about their tight locks, but they are paying high maintenance costs every year.

At a meeting held at Goldman Sachs, the chief financial officer, Mark Peek, was more diplomatic. Jie and VMware often occupy different areas of the industry, Peek says.

Peek at the remarks of David Henshall, the chief financial officer, said in a statement at Goldman Sachs that Jie had not been invited to deal with VMware in the virtualization arena. If Jie and VMware compete for the same client, Henshall feels confident that his company has a greater chance of winning.

Peek said that if he were to be judged on the masterpiece, he would throw the same point. He argues that the business area that SI is focused on is not just thin client and desktop virtualization. VMware focuses on the realm of desktop virtualization, but Citrix has a large number of existing users (DWORD base).

"Si Jie has a huge customer base, but I think it is because we are not invited to a positive competition, otherwise it is really hard to say who will win the customer," said Peek. ”

(Responsible editor: The good of the Legacy)