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Here it is. I haven’t updated my blog for whole week, but I still got 340 visits per day. I feel grateful for all people visiting my blog. I have doubled checked out all other famous & popular bloggers, it seems that everyone went to San Francisco and attending the Vmworld 2010.

There are lots of information from Vmworld 2010 Keynote and it’s interesting to see how Vmware focus shifting from single ESX host to general Cloud and finally focus on hybrid cloud and how to make it happens.

What Vmware believes in 2010?

Essentially, Vmware use same resource management theory which applies to Vmware View to manage multiple datacenters (or multiple clouds). It divides Cloud as Private Cloud and Public Cloud and new Vmware software (vCloud Director) will be able to manage Datacenter resource (Network, storage and other resources). It uses new version of vShield to manage security between clouds.

In the keynote, Vmware focus on IT as service concept. They try to make audiences believe you can treat Applications like apple, oranges in the supermarket. But I’m seriously doubt whether the truth is that easy.

Vmware Hybrid cloud is not mature.

I don’t think this new vCloud system is mature enough for production. Even not good enough for Test and Dev. People will have huge difficulties to even test the system since the new vCloud Director requires lots of resources to test. There are way too many things which will go wrong when you try to combine public cloud and private cloud together. vCloud Direct is only managing software for basic resource provided by vCenter. And no  real cases have been demonstrated by Vmware in the vmworld 2010. In another word, no companies (probably even Vmware themselves) are actually using vCloud Director in full production.

Vmware Cloud lacks of functions but demands too many additional licenses.

Yes, keynote does mention Vmware acquired monitoring company and they are on the way of make hybrid cloud more real instead of just a concept. But the product is still far from complete. No monitoring software, no backup for vCloud, security system is totally rely on vShield which no public cloud company actually using it. Without any public cloud companies support and embedded by other vendors products, Vmware vCloud Director is just a nice TV show with a bunch of nice to have technologies. Did you see any companies say they are using cloud API from vmworld 2010?

If you really want to implement vCloud Director, you need to have vCenter server (with Enterprise Plus license), vShield Manager, and VMware vCloud Director license. These are just basic function of vCloud. With $150 per vm for license of vCloud, it’s hard to imaging how much CPEX you need to pay while there are no promise for how much OPEX you can actually save. We still have no idea how much vShield license will cost and how it will charge.

If you look closer to this year of Vmworld, you will find Vmware put lots of energy on labs. Why? That’s because it’s very difficult to test vCloud Director without getting lots of resources involved. That’s why the first day of Vmworld is about lab, lab and labs.

Will vApps beat Microsoft Enterprise fleet?

There are something interesting between VM and MS. MS lost battle against on ESX host on the first round. I’m afraid they may even loss the second round battle with their poor and delayed SP1. But MS is big and rich. It is focusing on Azure and hope it’s enterprise users will shift from their private cloud to Azure with thousands MS applications as standing by. One of major problems for Enterprise from moving their private cloud to public cloud is cost. For Enterprise, it is CHEAPER to have private cloud rather than complete public cloud. Regardless how much current equipments those big companies have, just judging how much they need to pay for storage and traffic between Public cloud and backup, and clients. The OPEX is almost 1/3 higher than nesting in private cloud and not mention customization and all other issues.

Vmware bet on hybrid cloud is a very wise move. But Most of companies are using MS software which are and will not support very well to Vmware system and View and vApp. How Vmware is going to cope with that?

Vmware acquired lots of software companies and put 50% their resource to create community for saas developers. But I am not quite convenience a thousands Saas small applications will meet up an Enterprise software demand. Yes, people like to use all different gadgets and apps on different platform. But with Business and Enterprise level, what we really need to SOE and easy to manage and deploy and backup system. We don’t want our employees to use thousands different software. We want them to use handful Enterprise software and only MS can bring to us at this stage. For small size companies, you can use Gmail and saleforce. But with Enterprise and big size company, I don’t see how Vmware can do that without MS help.

Vmware View 4.5 is poor software which just announced to have offline mode but doesn’t support bare metal(Hypervisor 1)  and it’s still not good enough for remote client with low bandwidth and long latency. Citrix is doing much better job and that’s why more and more companies start to use Citrix Xendesktop instead.

Summary:

Vmware is heading in the correct direction. It’s ambitious and it’s doing well at ESX side. Vmware understands it can’t fight with MS without other partners. It’s designing hybrid cloud which is exactly what customers need. But whether they can pull it off, it’s still way too early to tell at this stage.

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