Thoughts on Virtual Infrastructure Management

Moving Deck Chairs on the Titanic? Ionix Changes Hands … Partially

In a very interesting move and one that makes perfect sense to me, EMC has sold assets (software, development and sales) to VMware.  I think this is an extremely shrewd move by both companies.  But what does this mean to the customers?  Chad’s Virtual Geek blog has a great break down of what went from EMC to VMware and why. 

My thoughts are this.  The Ionix deal went a long way to ensuring that EMC and VMware will not overlap or compete in the management arena as VMware transitions from a hypervisor company to a virtual server and application management company.

What I find very interesting is that this now disconnects the server and storage domains.  If you know Akorri , we’re all about servers and storage, or what we call cross-domain.  Now I am sure there will be overlap within the EMC and VMware portfolios in the future (probably on purpose).  Perhaps one will  leave off or even hand off to the other’s management software.  So does this mean you will need a multi-vendor solution for cloud and virtualization infrastructure management?  I argue yes.

What’s the likely overlap?  I’m thinking SMARTS ADM / APPSPEED and the rest of the SMARTS family.  Almost instantly APPSPEED becomes a formidable APM management platform.  No longer just being J2EE application mapping and performance.  Now it can start to competing with the likes of HP BAC, Dynatrace, AppDynamics,  Bluestripe, Solarwinds, and many more.

As Chad states in his blog on the subject, cross licensing and integration among the software vendors has happened for many years – especially the cross-licensing / OEM’ing of SMARTS by Cisco and others to improve their correlation and event management.

So what does this mean to the customers?  I really don’t think it changes too much in the way the products operate today.  In the future will they become more VMWare specific?  Doubtful.  In fact this could be very positive for the development of the software.  Moving from inside a hardware-come-software-company-lately to a pure software company may bring life and future development focus to the products. 

At the end of the day the winner seems to be VMware in this.  I think for EMC it is a push given the development money spent over the years, the rebranding, and the acquisition costs.  Customers may win too – but we will have to see.

I don’t think it’s necessarily “moving deck chairs on the titanic” but I do think that it draws a line in the sand for the companies and reveals where they are not going to compete.

March 4, 2010 | Filed Under Industry News & Opinion | Leave a Comment 

comments

Leave a Reply