Hospitality and VMware

October 8, 2007 by Bouchier.

VMware since going public a couple of months ago as risen from a IPO of $29 dollars i believe to around $95 per share. While I myself did not invest in the company because i had no money to, i did advise some people who made out very well to say the least. I remember giving a presentation over a year ago about how virtualization and VMware in particular could be a disruptive technology in the future. While the future of virtualization is yet to be fully realized, people are literally buying into its potential as it is now the 3rd or 4th largest tech company behind i believe cisco, oracle, and Microsoft (don’t quote me on those). But, I believe one of the largest markets that virtualization has yet to tap into is the hospitality industry, and with good reasons. The hospitality industry is growing rapidly but has not yet hit the need for server consolidation and the many applications or services that can be provided by technology, which is not truly twinned into the market. When one looks at the work Microsoft is doing with Microsoft Surface and its impact on the hospitality industry, it is not hard to see that on the back end it is going need power and redundancy which is exactly what virtualization offers. While Microsoft still wants to have its own virtualization platform to compete with VMware and by giving other companies the rights to build upon their existing virtualization platform, i still foresee a venture between Microsoft and VMware. For their benefit, Microsoft that is, they better start considering the venture or they may miss out on the next wave of technology while companies like Cisco and Intel have already bought into the VMware software.

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