Anyone paying attention to the “bigger picture” at VMworld couldn’t help but notice VMware’s headlong rush into VDI – and beyond.
We’ve seen for years the Citrix ownership of desktop virtualization in various guises. Today, VMware began chasing the 800 lbs. gorilla VDI. So now the 800 lbs. gorilla in sever virtualization is trying to jump into the desktop. Or, is VMware just giving Citrix something to worry about/invest against while actually planning to leap frog the desktop? I mean, VMware is clearly playing catch-up to Citrix — doubling down to try to get to parity with Citrix. They are considerably behind and don’t, as a company, play catch up well.
But what’s potentially far more exciting is this “leap frog”, getting on the post pc bandwagon – mobile devices as the end-point device. Although right now this is more strategy than reality, it plays far better (although still a departure) with the technology the VMware IS good at – all the server stuff and leveraging HTML 5 and other browser-based technologies. This indeed could be a space well worth owning. – HTML 5 and other mobile technologies.
Lastly, I have to say Project Octopus struck a discordant note with me: it smacks of an “assets looking for a problem” approach. VMware seems to be doing their level best to cram in their collaboration assets into the mix. It is awkward and muddies the pretty picture they are trying to paint with these announcements.
We’ll see how all this plays out of course and what themes evolve in the coming months.

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