VMWare - Cloud-Computing-Profiteur? (Seite 4)

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Competition, cloud could hurt VMware -Barron's

NEW YORK, Sept 12 (Reuters) - Competition could put a damper on VMware Inc's rapid growth and high share price, according to Barron's.

While services from tech giants like Microsoft Corp and Citrix Systems Inc might not yet be as broad as VMware's, they are reliable and cheaper, said the weekly in its Sept. 13 issue.

VMware's competitors also have a stronger presence in cloud computing, which is where many corporations appear to be heading, Barron's wrote.

VMware's shares are currently trading around $85, or 61 times this year's expected earnings, making them pricey compared with competitors. Microsoft, Adobe Systems Inc , Oracle Corp, SAP AG, and Symantec Corp all trade around 10 to 18 times earnings, according to the report.

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Insiderkäufe: EMC Corp erwirbt 90.000 Aktien von VMware zu je $71.95
gefunden bei Boersego

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Tja, bisher gab es noch keine Einstiegsgelegenheit für mich; immer zu teuer...

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ah es gibt schon einen thread dazu, habe mir heute überlegt einzusteigen habe aber nicht wirklich brauchbare Infos gefunden..

was sagt ihr? seit ihr investiert? wird es weiterhin so bergauf gehen wie das letzte Jahr? Hyper V ist ja nicht wirklich eine gehfahr..

und wenn ich schon dabei bin zu HP habe ich keinen thread gefunden was sagt ihr dazu?

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11.03.2010 14:02
Elastra Offers Trial Version of Enterprise Cloud Server for VMware vSphere 4 Customers

Immediate Availability of Product for Download as a VMware VMDK

Elastra Corporation, the leading provider of application infrastructure automation software, today announced the availability of a free trial version of Elastra Enterprise Cloud Server (ECS) for VMware vSphere 4 customers.

In this offering, ECS lets customers compose, orchestrate and deploy application infrastructure to virtualization environments managed with VMware vSphere 4. ECS already supports private clouds based on VMware VCenter or Citrix XEN, as well as the Amazon public cloud. Systems created for one virtualization environment are portable to another. The trial version only supports vSphere 4 environments - no other cloud platforms are supported in the trial version.

"Following on the successful release of the free Amazon EC2 version of Elastra Enterprise Cloud Server it made sense to provide an ECS offering for private data center customers. By packaging it as a VMDK we make it very simple for vSphere 4 customers to launch and run the Elastra Enterprise Cloud Server to manage application infrastructure in their virtualized environment," said Peter Chiu, Director of Product Management, Elastra.

Customers interested in using the Elastra Enterprise Cloud Server for vSphere 4 can visit Elastra's website and complete a short sign-up form to gain access to download location and instructions on using the product. To sign up to get access to the downloadable version customers can visit: http://promos.elastra.com/elastra-enterprise-cloud-server/

About Elastra

Elastra develops software that enables enterprises to automate modeling, deployment and policy enforcement of their application infrastructure. Our products work in conjunction with provisioning and virtualization solutions to orchestrate the intelligent delivery of IT infrastructure required to run complex applications. Elastra solutions enable enterprise IT organizations to accelerate the delivery of new applications, effectively utilizing internal and virtualized IT resources to help enterprise IT groups deploy applications faster, increase resource utilization, and improve IT governance effectiveness.

For more about Elastra, visit us on the Web at www.elastra.com. Follow @elastra on Twitter.

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Yahoo Completes Sale Of Zimbra To VMware - Update
2/16/2010 1:03 PM ET

(RTTNews) - Tuesday, business infrastructure virtualization solution provider VMware, Inc. (VMW: News ), announced the completion of its acquisition of Zimbra, a vendor of open source email and collaboration software, from Yahoo! Inc. (YHOO: News ). Financial terms of the deal were not disclosed.

As per the deal, VMware has acquired all rights to Zimbra's technology and intellectual property, while Yahoo! will continue to use Zimbra technology in its communications services, including Yahoo! Mail and Yahoo! Calendar.

Zimbra is an open source email and collaboration solution with over 55 million mailboxes. As an independent Yahoo! product division, Zimbra achieved 2009 mailbox growth of 86% overall and 165% among small and medium business customers.

VMware said that the acquisition will help simplify its datacenter, desktop, application development and core IT services. The company recently moved its entire campus from a legacy email system to Zimbra.

VMware will support existing Zimbra products, including Zimbra Collaboration Suite and Zimbra Desktop, and open source efforts while further optimizing Zimbra products for vSphere-based cloud infrastructure, alongside Microsoft, IBM and other messaging and collaboration solutions. The company also stated that it would increase investment in Zimbra to accelerate the product roadmap.

Brian Byun, Vice President and General Manager, Cloud Services, Vmware, said, "The addition of Zimbra to our VMware vCloud offering brings small and medium size businesses as well as larger organizations a leading, email, calendaring and collaboration service paired with the flexibility and choice of private on-premise or public cloud deployments. This addition moves us forward in our mission to simplify the complexity of IT for customers of all sizes."

VMW is currently trading at $46.91, up $0.46 or 1.00%, on the NYSE, while YHOO is trading at $15.39, up $0.22 or 1.48%, on the Nasdaq.

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08.02.2010 13:06
F5 and VMware Solution Yields 10x Improvement in Long Distance Live Migration Performance Using VMware VMotion™

Tests Confirm Joint Solution's Ability to Quickly Migrate Virtual Machines across Data Centers Located Thousands of Miles Apart

F5 Networks, Inc. (NASDAQ:FFIV), the global leader in Application Delivery Networking (ADN), today announced deployment guidance and test results that illustrate and validate the value of deploying F5® and VMware solutions in concert to extend live migration capabilities across long distances for VMware vSphere™ 4 environments in a secure, accelerated manner.

Building on the previous announcement and demo at VMworld 2009, these test results confirm that organizations can securely migrate live, virtualized web applications—and their associated storage—between data centers thousands of miles apart without downtime or user disruption using F5® and VMware products available today.

The integrated solution enables organizations to rapidly respond to changing application and business requirements by seamlessly migrating live applications across geographically dispersed data centers.

Details

VMware VMotion™ is deployed in production by a significant number of VMware customers to migrate virtual machines and data. The joint F5 and VMware solution helps solve latency, bandwidth, and packet-loss issues, which historically have prevented customers from performing live migrations between data centers. Long distance virtual machine migration across distributed data centers typically required the operator to halt online sessions, suspend the image, migrate the image to the new data center, and then bring the virtual machine back online at the new data center. This process could require significant downtime. Moreover, once the virtual machine was back online at the new data center, clients with previously established sessions would still be unable to access the migrated application until they received an updated DNS record aligning with the new location. This new solution mitigates the impact of migrating virtual machines across long distances—allowing live migration and automatic redirection of sessions—thus making the experience seamless to users.

A flexible Application Delivery Network is the fundamental component required to extend live migration capabilities beyond a single data center. There are two key ADN components to the new solution:

* BIG-IP® WAN Optimization Module™ (WOM™) secures and accelerates VMware VMotion™ and VMware Storage VMotion traffic up to 10x when compared to attempting long distance live migration without the solution—even over links that are subject to bandwidth, latency, or packet-loss issues. BIG-IP WOM encrypts and compresses data between BIG-IP devices, extending the effective distances of migrations and decreasing replication time for offline transfers.
* BIG-IP Local Traffic Manager™ (LTM™) and BIG-IP Global Traffic Manager™ (GTM™) enable local and global redirection of established and new web application sessions before and after the migration. This overcomes many of the networking hurdles that previously prevented organizations from migrating live applications between data centers.

Supporting Quotes

"VMware VMotion™ and Storage VMotion capabilities are significant differentiators for VMware vSphere™," said Parag Patel, Vice President, Alliances at VMware. "F5's technology complements VMware solutions, making it possible to execute live workload migrations over greater distances. Combining VMware vSphere with BIG-IP® solutions expands the many use cases possible, and adds to the value we're able to offer customers."

"According to recent ESG research, increasing server virtualization usage is the top overall IT priority facing organizations over the next 12 to 18 months," said Mark Bowker, Senior Analyst with Enterprise Strategy Group. "The mobility of virtual machines now provided by F5 and VMware will help companies distribute workloads across data centers, relocate applications closer to the end-user, and perform live data center migrations."

"F5 and VMware are working closely to integrate Application Delivery Networking and virtualization with the goal of making our customers' application infrastructures more resilient and responsive to business needs," said Jim Ritchings, VP of Business Development at F5. "This joint solution frees applications from infrastructure constraints for maximum flexibility and business agility. We look forward to continued collaboration and innovation with VMware to address the growing demand for flexible virtualization solutions."

Availability

F5's step-by-step solution deployment guide for long distance live migrations performed with VMware VMotion™ can be downloaded from f5.com. This resource includes general guidelines on expected performance gains and the types of applications best suited to long distance live migrations with VMware VMotion.

All products integrated within the joint solution are available today from F5 and VMware, respectively.

To learn more about how F5 and VMware solutions help customers virtualize their infrastructures and improve IT agility, please visit www.f5.com/solutions/applications/vmware/virtualization/.

Resources

* Deploying the BIG-IP System to Enable Long Distance VMotion with VMware vSphere - Deployment Guide
* Long Distance Live Migration with F5&VMware VMotion - Blog Entry &Technology Demo
* F5 and VMware Enable Long Distance VMotion - ESG Blog Entry
* Connecting to the Cloud with F5 BIG-IP Solutions and VMware VMotion -White Paper

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VMware Reports Fourth Quarter and Full Year 2009 Results

* Annual Revenue Growth of 8% to $2.0 Billion With Fourth Quarter Year-Over-Year Growth of 18% to $608 Million
* Annual GAAP Operating Margin of 11%; Non-GAAP Operating Margin of 24%
* Annual GAAP Operating Cash Flows Growth of 23% to $986 Million; Free Cash Flows Growth of 39% to $840 Million

PALO ALTO, CA, Jan 25, 2010 (MARKETWIRE via COMTEX) -- VMware, Inc. (NYSE: VMW), the global leader in virtualization solutions from the desktop through the datacenter to the cloud, today announced financial results for the fourth quarter and full year 2009:

* Revenues for the fourth quarter were $608 million, an increase of 18% from the fourth quarter of 2008.
* GAAP operating income for the fourth quarter was $71 million, a decrease of 30% from the fourth quarter of 2008. Non-GAAP operating income for the fourth quarter was $158 million, an increase of 17% from the fourth quarter of 2008.
* GAAP net income for the fourth quarter was $56 million, or $0.14 per diluted share, compared to $111million, or $0.29 per diluted share, for the fourth quarter of 2008. Non-GAAP net income for the quarter was $127 million, or $0.31 per diluted share, compared to $142 million, or $0.36 per diluted share, for the fourth quarter of 2008.
* GAAP operating cash flows for the fourth quarter were $284 million, an increase of 4% from the fourth quarter of 2008. Free cash flows for the quarter were $259 million, an increase of 45% from the fourth quarter of 2008.
* Revenues for the full year 2009 were $2.0 billion, an increase of 8% from 2008.
* GAAP operating income for the full fiscal year 2009 was $219 million, a decrease of 30% from 2008. Non-GAAP operating income for the year 2009 was $484 million, an increase of 3% from 2008.
* GAAP net income for the full fiscal year 2009 was $197 million, or $0.49 per diluted share, compared to $290 million, or $0.73 per diluted share, for 2008. Non-GAAP net income for the year 2009 was $401 million, or $1.00 per diluted share, compared to $416 million, or $1.05 per diluted share, for 2008.
* GAAP operating cash flows for the full fiscal year 2009 were $986 million, an increase of 23% and free cash flows for the year were $840 million, an increase of 39%.
* Cash was more than $2.4 billion and deferred revenue was $1.3 billion as of December 31, 2009. Since the beginning of 2009, cash increased 35% and deferred revenue increased 52%.

U.S. revenues for 2009 grew 5% to $1.04 billion from 2008. International revenues grew 10% to $985 million from 2008.

Services revenues, which include software maintenance and professional services, were $304 million for the fourth quarter, an increase of 52% from the fourth quarter of 2008.

"The quarter's strong performance, anchored by demand for vSphere, signals that virtualization is a key technology for customers who need to save money today, yet invest in a strategy that is central to the emerging cloud computing model," said Paul Maritz, president and chief executive officer. "We believe that VMware is well positioned to help take our customers on this evolutionary path forward, and our strategy is to expand our portfolio to better serve our customers who are looking to remove complexity from IT."

"We are pleased with our solid fourth quarter results driven by pent up customer demand and our successful upgrade promotion to Enterprise Plus," said Mark Peek, chief financial officer. "While the economy is slowly recovering, we have improved near-term visibility as customers move forward with their IT investments. We are planning first quarter revenues to be in the range of $580 and $600 million, an increase of 23% to 28% from the first quarter 2009. We expect annual 2010 revenue to be in the range of $2.45 and $2.55 billion, an increase of 21% to 26% from 2009."

Recent Highlights & Strategic Announcements

* In October 2009, VMware announced positive momentum for vSphere 4, the industry's leading virtualization platform, including now more than 800,000 customer downloads since its been on the market in late May, and winning the prestigious Wall Street Journal 2009 Technology Innovation Award for software product of the year.
* In November 2009, VMware announced the availability of VMware View 4, the industry's only purpose-built desktop virtualization solution, setting a new quality, cost and scale standard for desktop virtualization environments.
* In November 2009, EMC and Cisco, along with VMware, introduced the Virtual Computing Environment coalition to help customers accelerate pervasive virtualization and a transition to private cloud infrastructures.
* In January 2010, VMware announced that it had entered into an agreement to acquire Zimbra, a leading vendor of email and collaboration software, from Yahoo! Inc. Zimbra is a 'cloud era' core IT solution that will be a building block in an expanding VMware portfolio of solutions that can be offered as a virtual appliance or by a cloud service provider.

VMware plans to host a conference call today to review its fourth quarter and full year 2009 results and to discuss its financial outlook. The call is scheduled to begin at 2:00 p.m. PT/ 5:00 p.m. ET and can be accessed via the Web at http://ir.vmware.com. The Internet will be available live, and a replay will be available following completion of the live broadcast for approximately 30 days.

About Vmware

VMware delivers solutions for business infrastructure virtualization that enable IT organizations to energize businesses of all sizes. With the industry leading virtualization platform -- VMware vSphere(TM) -- customers rely on VMware to reduce capital and operating expenses, improve agility, ensure business continuity, strengthen security and go green. With 2009 revenues of $2 billion, more than 170,000 customers and 25,000 partners, VMware is the leader in virtualization which consistently ranks as a top priority among CIOs. VMware is headquartered in Silicon Valley with offices throughout the world and can be found online at www.vmware.com.