ChannelVirtualization

Behind the Scenes at VMware

Altough CTX and MSFT are not evaluated in this article, I believe that the comments bij 'dpinvest' are a lit over the top. Both competitors have indeed newer products in which VMware might have a headstart, yet both also have products in which VMware is only stepping into and in which VMware does not have a headstart (I refer to Thinapp, ...). Furthermore referencing that all of the Top S&P100 companies run on VMware is also 'bullish', the complete S&P100 comapnies also run on MSFT and on CTX.

There will be probably a price decrease of the products which will result in lower margin and lower profitability. The market will stabilize in the following years with the 3 major players remaining.