vmware

What's in a Vblock? It's a cloudy mix onto which a very experienced CEO is shedding more light.

Michael Capellas, the former chief executive of Compaq, MCI, and First Data, and current CEO of Virtual Computing Environment (VCE) Coalition, updated industry analysts with VCE progress as of early December 2010, slightly more than a year after Cisco Systems and EMC announced the VCE joint venture, which integrates servers and networking gear from Cisco, storage and management software from EMC, and the VSphere virtual operating system of VMware into Vblocks.

While the VCE Coalition is a privately held entity … Read more

EMC today met earnings expectations for the third quarter and raised its outlook for 2010.

The company reported earnings of $649.4 million, or 22 cents a share, on revenue of $4.21 billion. Non-GAAP earnings were 30 cents a share, in line with Wall Street estimates (statement).

As for the outlook, EMC projected non-GAAP earnings of $1.25 a share on revenue of $16.9 billion. Wall Street was projecting earnings of $1.21 a share on revenue of $16.7 billion.

EMC, which owns most of VMware, is benefiting from virtualization and demand for storage.

Read more of &… Read more

VMware delivered strong third-quarter earnings and revenue as demand for virtualization continued unabated. The company also raised its outlook for the fourth quarter.

The company today reported net income of $85 million, or 20 cents a share. On a non-GAAP basis, VMware reported earnings of $165 million, or 39 cents a share. Revenue for the third quarter was $714 million, up 46 percent from a year ago.

Wall Street was expecting VMware to report earnings of 35 cents a share on revenue of $698 billion.

Read more of "VMware ups fourth quarter outlook amid strong results" at ZDNet'… Read more

VMware is reportedly looking to acquire Novell's Suse Linux OS unit in a move that would give it a full stack of enterprise software.

According to The Wall Street Journal, VMware is in talks to buy Novell's Suse unit as the company is split in two. Netware and Novell's other assets would be sold to private equity firm Attachmate.

The real fireworks, however, would be over VMware acquiring Suse. Last quarter, Novell executives made it quite clear that the company was getting cozy with VMware much to the chagrin of partner Microsoft.

Read more of "VMware eyeing Novell's SUSE; Complete software stack ahead?&… Read more

As VMware prepares for this week's annual conference, Microsoft is looking to steal both the company's thunder and its customers.

In an advertisement in Tuesday's USA Today, Microsoft urges VMware customers to think twice before signing a new long-term contract with the virtualization company.

"VMware is asking many of you to sign three-year license agreements for your virtualization projects," Microsoft vice president Brad Anderson writes in an open letter to VMware customers. "But with the arrival of cloud computing, signing up for a three-year virtualization commitment may lock you into a vendor that cannot … Read more

Novell has a new best friend when it comes to Suse Linux distribution: VMware.

If you recall, Novell's former best friend for Suse Linux was Microsoft. Microsoft and Novell have a partnership where the two parties had certificates that indemnified Suse users from any intellectual-property liability. In addition, Microsoft officially recommended Suse Linux Enterprise for hybrid Windows/Linux shops.

Now that the sales pop from the Novell-Microsoft partnership has played out, Suse Linux growth has stagnated. In Novell's fiscal third-quarter report, released Thursday, the company said Linux platform product revenue was $36 million, down 7 percent from a … Read more

Red Hat made several announcements Wednesday related to the development of public and private clouds, including updates to its Cloud Foundation portfolio, the effort to make its Deltacloud a standard API, a flagship cloud customer, and a new platform-as-a-service (PaaS) offering.

The company is working to create a comprehensive cloud offering--at least in theory--with new products that address the various layers of what can be considered cloud infrastructure.

This is all interesting, especially because Red Hat CTO Brian Stevens recently stated that cloud services are at least a decade away. Apparently, the company is taking the long-term view that the … Read more

VMware reported strong second-quarter results and raised its revenue outlook as customers continue to use virtualization software to upgrade data centers.

The company on Tuesday reported net income of $75 million, or 18 cents a share, in the second quarter (statement). Non-GAAP earnings were 34 cents a share. Revenue was $674 million, up 48 percent from a year ago. Wall Street was looking for earnings of 32 cents a share on revenue of $656.9 million.

Meanwhile, VMware raised its outlook for 2010 as the company continues to ride an enterprise upgrade cycle. For 2010, VMware projected revenue of $2.… Read more

At the recent Structure 2010 "Year of the Cloud" conference, Amazon.com CTO Werner Vogels railed against "the false cloud"--the idea that cloud computing can be done internally, within an enterprise. The "true cloud" in this worldview can only be realized using the facilities and resources of network-accessible service provider. Anything else? False. A misappropriation of the cloud name and concept--a pretender that cannot deliver the benefits of cloud computing.

Oddly, another big theme of the conference was the idea that cloud is not defined by specific technologies, but rather by the benefits … Read more