New VMware CEO makes desktop a core focus for the company, with SIX announcements at VMworld

The three core messages here at VMworld are (1) Virtual Datacenter Operating System (comma, making VMware into one), (2) Cloud-based virtual something, and (3) DESKTOPS! Finally we're getting some respect.

The three core messages here at VMworld are (1) Virtual Datacenter Operating System (comma, making VMware into one), (2) Cloud-based virtual something, and (3) DESKTOPS!

Finally we're getting some respect. Seriously, all of the signs, the slides, the keynotes, etc., are focused on these three themes. With specific regards to the desktop, VMware made several announcements today. I have meetings tomorrow and Thursday to discuss this stuff in detail, and honestly at this point I don't know any more than what I've written here. (The good news is this means there's still time to post comments to this article as to what questions I should ask the various folks at VMware when we talk this week.)

Anyway, the announcements, in random order:

1. The term "VDI" is dead (at least in terms of a branded VMware product). The new name is "View." So VMware View instead of VMware VDI. View Manager instead of Virtual Desktop Manager. Etc. (I hope they make a VMware View Master.) In case you're wondering, it's about giving users a personal "view" of their data and apps. (You hear that Tim? VMware is talking about data too!)

30-second analysis: Great move. The problem with the actual product being called "VDI" was (1) the term VDI is used by a lot of vendors, and (2) most people think of VDI as a server-based computing version of desktop delivery. But the real solution of the future will have offline and local and all sorts of things, and it needed a new name. Even if you think the View name is stupid, so what? It's good that they're not calling it VDI. (Oh!! And get this: VMware is calling it View on a "go forward" basis. i.e. the current product will keep the current name, and the new product will take on the new name. Brilliant!)

2. VMware will release a client hypervisor. I don't have too many details yet, but I know for sure it is not "ESX for laptops." It will be something that could be deployed via a USB key (pop in your key and boot the machine), or via ROM, or via hard disk. The use case for this is the local / offline VDI. They talked about how this is actually really hard, because you have to expose things like the battery to the guest, and use the 3D graphics cards, and handle USB right, and all sorts of things. It's a completely different problem set than server hypervisors.

30-second analysis: Very cool. Very needed in the 2010 VDI vision. They claim to be the only vendor who can do this right. We'll see. Citrix is starting to talk about this too, although they've not announced anything yet.

3. Linked Clones for disk images. This is basically the idea that you can have a single master disk image, with multiple "diff" files, allowing many VMs to "share" the same disk image. Combine that with NFS and you have something that's pretty close (and least in concept) to Citrix Provisioning Server. This appears to be what they were calling SVI ("scalable virutal images") a year ago. Now they claim this technology is real and will be available soon.

30-second analysis: Also very cool and part of the 2010 vision. I don't know if they're providing any capability to make a bunch of clones that could be used immediately. i.e. When you create a linked clone, then do you have to go in an sysprep the clone, or do they handle that? Are they using their own script that looks like sysprep?

4. Offline VDI View. This is the ability to pull a VDI disk image down to a device, take it offline, and then sync up the disk deltas (the linked clones) when the user is back online. Again this is something VMware has talked about in the past, but now it seems to be closer to reality.

30-second analysis: And Again, this is needed in the 2010 vision. I don't know enough about it yet though.

5. The next [Correction] A future version of VMware's connection broker (View Manager) will broker conenctions to Terminal Server sessions, blades, and VMs.

30-second analysis: It's about goddamn time. Maybe this next version will be something that people actually want to buy, instead of VMware having to give it away for free.

6. VMware is licensing Teradici's PC-over-IP, and supporting the next version of hp's RGS protocol, and Wyse's RDP TCX multimedia extensions. They figure that this should allow them to cover all the bases and have a decent protocol for the best display performance over fast networks and a decent light protocol for basic performance over slower networks. They said that by giving customers a choice, they were better than their competitors (Citrix) who only have one protocol and try to use it regardless of the connection characteristics.

30-second analysis: Good point. It just better be seamless to the customer and easy to use. Also apparently they're going to develop (or co-develop) with Teradici a version of the PC-over-IP protocol that does not require any proprietary Teradici chipsets. At this point I have no idea how that would work. I think all this means that they've basically given up hope on Net2Display and they're just going to do their own thing.

~~

So wow! Just like that VMware is looking really good on three of the five critical components we need for the 2010 VDI+ vision. This is actually fairly exciting stuff, and I'm really looking forward to digging into it more over the next few days.

By the way, there were also a ton of bullshit press releases and announcements today that I just don't care about. (New Wyse thin clients, VMware SunRay OEM something-or-other,... ) The six items profiled in this article were the six that I actually thought were worth reading about, but certainly not the ONLY six things going on here.

Oh! And check out Citrix's piece on virtual desktops, mobile VDI, and client hypervisors that just "happened" to be published an hour after VMware announced all this stuff. I'll dig into that later in the week too.

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Stupid marketing move.  It's like when someone asks you, what do you want to drink and you say, "A Coke".  Did you really want a Coke or did you want some sort of cola beverage?  Would you be upset if they brought you a Pepsi?  90% of us would say, "No".  The Coca-Cola company has spent billions on that and other companies enjoy the same luxury:  Kleenex, FedEx, etc.


So, VMware has created this cool product VDI and every customer says, "I want VDI!" whether or not they really want VDI or not when looking at desktop virtualization.  And you're right Brian, other companies all created VDI type solutions to build out the VDI marketplace.  You just can't buy that type of branding!  And now, VMware changes the name of the product.  Not smart.

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Brian, could you please provide some analysis how VDI situation will now evolve between Microsoft, Citrix and VMware?
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Any chance that these linked clones would allow individual users to install applications that remained after reboot? Can't do that with Provisioning Server and there are use-cases where it makes sense.
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Brian, can the SVI technology (shared virtual images aka linked clones) be used from Virtual Center, or is it only available from VDM? i.e. can I use it even I don't have VDM??
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Why is VMware stock down almost 25% since the start of VMWorld?

Are the announcements not enough to justify VMWare's virtualization leadership and market potential? Can someone explain?

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Well, lets see.  There is the Lehman Brothers fiasco, the DOW was down 500 points on Monday and at this point today, down 234 points.


This has nothing to do with VMware's leadership position in the virtualization space.  This has everything to do with a bad market, VMware missing their numbers, VMware execs leaving and Microsoft going crazy around virtualization.  If you were an investor and looked at these facts, would you want to invest your hard earned money into something like that even knowing that their products rock?  Remember, it's not always the best product that wins!

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Uhh, yeah that's easy.  Have you heard of Merrill Lynch, Lehman Brothers, the mortgage crisis, AIG, the Dow Jones down 500+ points 2 days ago?  VMWare's loss in value has nothing to do with VMWorld.  Jeez, you could say that for just about any Fortune 500 company these days.  Been looking at a flat screen too long?
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If your explanation was right, then other tec stocks in the same market should have fallen the same. They did not. Citrix and Microsoft are down about 5% in the same period.
There is clearly another reason for Vmware to get a beating. Alslo, Nasdaq is down only 2%. 
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I don't get your reply, see above... NAsdaq is only down 2%. Citrix and Microsoft less than 5%. Vmware is down 25%. BIG DIFFERENCE and not related to the general market turmoil!!!
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Are you an idiot?  What about the other stuff:  THEIR CEO LEFT!  OTHER EXECS LEFT CRITICAL TO THE COMPANY!  THEY HAVEN'T MADE THEIR LAST TWO QUARTERS!


Don't just read what you want to read, full retard.

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1. CEO departure was expected and built into the share p;rice. The stock dropping last two days has nothing to do with Greene's firing
2. The last two Quarters also built into the share price already. The stock dropping last two days has nothing to do with their not making their number.

Somethign else is going on. I think Vmware is losing its lustre
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Since you have all the answers, why did you ask the question? 


I can see the headline now:  VMware Loses Its Lustre (Is this a word?) and Goes Down 30%


Please do not post such horrendous questions and answers ever again and please take a finance class. 


 

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Take a look at Atlantis Computing Unity ... they do that pretty well from my experience.

Jean Pierre Adelais

VDI Manager  for a large Health care provider

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wow, people need to settle down. It is possible that the OP has a theory and wanted to find out if anyone else knew of anything.


I do think the stock price drop is related in some way to VMWorld, perhaps a reaction to the announcements (or lack of a specific announcement?).


 Frankly as an outsider to VDI, I dont see the huge draw outside niche functionality. I do agree that the improvements VMWare is proposing will adress some issues, but not all of them.

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Yes, linked clones can stay around as long as you want. (As long as you don't change the master file they're linked to.)
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Yes, Linked Clones will be available across the board. They're actually a new feature in part of what VMware's calling vStorage.
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Whenever i see such blatent VMware bashing here... i tend to think 'Certain companies should spend less time bashing the competition and start delivering for their customers'....think we all know which company I'm talking about.
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Will the Linked Clones aka SVI be available before VI4 or will they be introduced as a new feature to VI3?
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Who is bashing VMware?!?  The 1st post said that VMware has the best product out there, however, with the extracurricular activity that has been happening with VMware their stock has taken a beating.  Confused?
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And in addition to that, VMware's stock has been exceptionally volatile.  This could be because there are fewer shares being traded than the other companies, most being locked up by institutional investors (Cisco, Intel, employees).
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sounds to me like a 25% drop in share price is a good time to BUY
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My guess is that since VMWare is giving away ESXi that they have lost about 25%+ of their revenues. The insiders probably now realize this.


They will still make a lot of money but will lose much revenues from the smaller customers.

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Wow...someone is cranky that their stock is below IPO.
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Also, check out emboot. Recently acquired by DoubleTake. They have an iSCSI based PXE boot solution that let's you boot any network attached computer from a iSCSI volume on any iSCSI SAN. Their sanFly solution is a software based iSCSI SAN, that allows a single master volume to be mapped to any number of netBoot clients. The writes to the master volume can be written back to the network, written to a local disk in the netBoot client (better performance), and can be wiped when the computer reboots or remain between reboots.
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Last winter Microsoft also announced a Hyper-V product that was not tied to Windows 2008.  It was to be cheap and rumored to be a very scaled down version of Win2008Core - just enough to launch VMs. 


I'm still waiting (and using VMware Workstation in it's place).  Brian - do you have any info on that?

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It's called Hyper-V 2008 and it was announced last week
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Does anyone have any detail on what IBM announced, something called Virtual Storage Optimizer?


http://itmanagement.earthweb.com/datbus/article.php/3772041

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These VMWare moves all sound very positive. My top 5 barriers are curently single image storage, offline capability, 100% app compatibility, protocols/latency issues and licensing. With the exception of licensing, which is largely a MS problem, VMWare seem to be taking the right steps in all these areas. 

They can call it VDI, View or Viagra for all I care. All that matters is that they start to deliver a consistent, performant, manageable product set.  

I was seriously in doubt that VMWare 'got it' until I read Brian's post. I'm a bit more hopeful now. Thankfully, we're at least 6 month away from committing to any purchases so we'll sit tight and see how/when they start to deliver. 

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Knock off of Citrix Provisioning Server (sort of).  The big drawback of it is you can't buy it stand alone.  It has to be bought through an IBM Global Services engagement.
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Knock off of Citrix Provisioning Server (sort of).  The big drawback of it is you can't buy it stand alone.  It has to be bought through an IBM Global Services engagement.
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Is there any talk of a ThinApp management system that eases the deployment and monitoring of the virtualized applications on desktops/servers?  Poossibly a ThinApp integration into the "View?"
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Yes, lustre is a real word - it's the polish or shine on something - although most Merkins will know it as "luster", an unfortunate spelling as this can also mean someone who lusts after something.
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Your example doesn't help your point.  If you order a Coke, and someone brings you a Pepsi, then Coke just lost a sale.  That's why companies try as hard as they can to enforce their brands and keep them from becoming genericized. Marketing 101.

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The person will always lead with the Coke, that's the point.  Thus, the company has an advantage because they have built a "brand" just as VMware did around VDI.
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I see a lot of 'will release', 'future', 'available soon', 'closer to reality'.


I don't see 'have shipped', 'are shipping today', 'available for download today'.


It's good to see that the desktop-centric services are being focused upon, but the lack of obvious product is disappointingly redolent of previous marketing strategy.


 

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What a f**** discussion overthere...

 Did you really think that we care about your Coke shitty discussion...?

Gimme my Coke and shut ya mouth !

 

Viva Vmware (VDI or someshit else ! )

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Of course it does.  Why not take a product with potential that people may be interested in buying and wrap it up in a blanket of SH!T before you let anyone buy it.  The product is probably more of a concept and when you pay Global Services they will build something for you that half works. 
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