Over the past eight years, EMC VMware has learned how to run a great show, and VMworld 2012 was no exception. Through a combination of luck and hard work, VMware finds itself parked at the crossroads of almost everything interesting that's happening today in IT: the gamut of virtualization, public/private cloud, and user experience management.
That's not to say VMware can sit pretty. With the imminent release of Microsoft's Windows Server 2012, VMware faces its stiffest competition yet in the server virtualization space. But outside competition isn't its biggest challenge. As Scott Davis, VMware's CTO for end-user computing, recently told me, "Nobody wants point solutions."
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He couldn't be more on the money. That's the big challenge for VMware: integrating all its technology pieces and helping IT do the same more broadly.
Although you can find comprehensive, feature-rich products for just about anything that ails you in IT today, the massive effort required to stitch together these best-of-breed items and make them work well with each other often dwarfs the capital spent to acquire them in the first place. This is especially true in public/private cloud infrastructure and managing user experience across a wide array of traditional and mobile access vectors -- the two primary strategic focuses VMware has laid out for itself.