Tom Howarth
VMware Communities User Moderator
Hello,
If VMware/EMC is going to head to head with Microsoft with regards to marketting, they will lose. Microsoft has deeper pockets.
If VMware tightly couples their software to EMC hardware, they will lose. VMware depends on interoperability. WIthout which the vendors will walk away and go another way. Which leaves customers in the lurch.
VMware needs to maintain innovativeness Many people choose not to go with Microsoft products due to this. I do not see that changing much.
Best regards,
Edward L. Haletky
VMware Communities User Moderator
====
Author of the book 'VMWare ESX Server in the Enterprise: Planning and Securing Virtualization Servers', Copyright 2008 Pearson Education.
CIO Virtualization Blog: http://www.cio.com/blog/index/topic/168354
As well as the Virtualization Wiki at http://www.astroarch.com/wiki/index.php/Virtualization
I don't know if she was a good or bad ceo but the market sure doesn't like her leaving. Down 25%
I don't see how a CEO of a company resigning effect immediatly can be good at all. As the other poster has stated VMware's stock is down more than 25%. VMware so far has not given a reason for her departure.
Seeing an old Microsoft exec take over is definatley a weird thing as well.
My quick take is that the VMWare board is nervous about MS's Hyper-V being released and they decided to go with a former MS executive who would be better able to address this development. Diane and VMWare do not necessarily have the experience to handle the coming onslaught of bottom feeding competition.
It is sad to see Diane go, but if it means VMWare can compete better with the other virtual threats out there and help VMWare maintain their market share then thats a good thing.
As we know from past experience better technology doesn't always win.
I hope the first thing they do is give ESX away for free. There are so many upstream avenues for revenue for VMWare with all of the add-ons, it just doesn't make sense for them to have to defend themselves with the whole Hyper-V is free.
-MattG
VMWare is an overvalued stock. With Hyper-V on the doorstep, Diane Green being ousted, and the news in the article that they won't meet their projected revenue for the quarter, 25% makes sense. Once investors calm down and figure out what is going on they will correct the stocks value accordingly.
I don't know if she was a good or bad ceo but the market sure doesn't like her leaving. Down 25%
I guess they're below expected growth of 50% for the year, so she's outta there.
I'm still in shock.
She'll be there right alongside micheal dell and steve jobs....When EMC manages to foobar the company, she'll eventually be begged back. Keep in mind, she wasn't just the CEO.
Needless to say, yes I am shocked... However I am also very worried about Mendel's future with the company. It sounds like there is no easy transistion of the CEO's, Diane is being run out on a rail. If you were Mendel and this was happening, I don't know how innovative I would want to be for a company that just said thanks for everything, but leave to my wife.
This is Mendel's baby. If I were Diane I would not even accept my husband giving up his baby. Business is business it is not personal.
The one scary realization is that this could have been done to up EMC's control of VMWare since Maritz was an EMC employee. This could have bad implications for VMWare if EMC is now going to exert control and direction ver VMWare as EMC could create a unfair advantage for EMC HW/SW with VMWare solutions. This would be the doom of VMWare as it relies on cooperation of all HW and SW vendors.
-MattG
I believe we will never get a true explaination as to why Greene was ousted. I do believe that she (and others) have done an outstanding job to get VMware where it is today. Back in 2003, I thought that selling to EMC wasn't the best thing for VMware to do, but I guess we will wait and see how this all pans out.
My fear is that EMC is going to assert more controll over VMware, and mess up a good thing.
Don Pomeroy
VMware Communities User Moderator
I posted my thoughts:
One would presume this is an EMC decision as apposed to a VMware one, it could have been better if she was moved sideways into a title more technical i.e. the CTO or CIO.
Diane and Mendel really wouldnt have got VMware to the place they are today if they did not lead the company with the passion and "geek factor" like they have done up until today, but now with new competitors around the corner this is going to be more a battle of the business brain.
I do hope Mendel is involved still on development and technical direction, I can't personally see EMC being that stupid to chuck him off as well, however if they did do this a positive from this would be that EMC have great confidence in the current development teams within VMware.
Hello,
If VMware/EMC is going to head to head with Microsoft with regards to marketting, they will lose. Microsoft has deeper pockets.
If VMware tightly couples their software to EMC hardware, they will lose. VMware depends on interoperability. WIthout which the vendors will walk away and go another way. Which leaves customers in the lurch.
VMware needs to maintain innovativeness Many people choose not to go with Microsoft products due to this. I do not see that changing much.
Best regards,
Edward L. Haletky
VMware Communities User Moderator
====
Author of the book 'VMWare ESX Server in the Enterprise: Planning and Securing Virtualization Servers', Copyright 2008 Pearson Education.
CIO Virtualization Blog: http://www.cio.com/blog/index/topic/168354
As well as the Virtualization Wiki at http://www.astroarch.com/wiki/index.php/Virtualization
My biggest fear is almost realized .... EMC really controlling Vmware. From personal experience, it seems that EMC screws up everything it touches. We were just starting to use Vmware when EMC bought them. We all had a VERY serious discussion about scrapping Vmware at the time.
As far as markting goes ...... what Microsoft marketing? Apple has been beating them up all over TV with these MAC versus PC ads forever .... where's Microsoft's response?
This change has next to nothing to do with marketing they do enough in this area. What they have to start to gain is the competitive advantage with a leader who can progress them further with sales etc in the same fashion EMC do with storage. However I really hope it dosnt go this way, VMware have been great in the past for being evangelists and not pushy sales people!
VMware have been great in the past for being evangelists and not pushy sales people!
I've got to agree with that. My sales person put together an Enterprise license agreement for me, took me to lunch to discuss it, then said "This is really expensive, I'm not sure you'e going to like it". I didn't and that was the last time it was discussed.
Maybe vmware is sold
Maybe vmware is sold
I never thought of that. But, wouldn't stockholders know if it got sold?