The Register reports on the results of VMware in Q4 of 2011. An interesting statement of Paul Maritz:
Maritz said that the competitive environment with Microsoft, Red Hat, and Citrix had not changed appreciably in 2011, but he said that VMware expected for Windows Server 8 and Hyper-V 3 to come out later this year and take a run at VMware.”We’re expecting them to come back at us again, and we’re prepared for that,” Maritz said of his former employer
Server virtualization juggernaut VMware has busted through its first billion dollar quarter, beating Wall Street estimates for the fourth quarter of 2011 in both sales and profits.
Anyone – this means you, Red Hat, Citrix Systems, and Microsoft – that thinks they can knock out VMware in server virtualization should consider this: VMware’s virtual server business now rivals the revenue stream that IBM gets from its Power Systems and System z mainframe physical server businesses (individually), is roughly the same size as the systems business at Oracle, and is larger than the Itanium-based server business at HP.
Continue at source.