Comments on: VMWare Drops 25% Of Market Cap; CEO Out

By: VMWare Update: Two Rough Quarters

VMWare Update: Two Rough Quarters — Sat, 18 Oct 2008 16:08:00 +0000

[...] CEO, Diane Greene, forced out by the board of its parent company, EMC, resulting in VMWare shares losing 25% of their value in one day. View the full VMW chart at [...]

By: PHL SKL » Blog Archive » Hate to say I told you so...

PHL SKL » Blog Archive » Hate to say I told you so... — Wed, 09 Jul 2008 16:26:54 +0000

[...] http://www.tech...-of-market-cap/ [...]

By: Jim

Jim — Wed, 09 Jul 2008 13:36:07 +0000

I was a little taken aback by the “fourth largest” label. Where does one find a list ranking software companies by market cap?

By: All your base are belong to us « Fatguppy’s Weblog

All your base are belong to us « Fatguppy’s Weblog — Wed, 09 Jul 2008 08:33:08 +0000

[...] “Prior to today, VMWare was the fourth largest software company in the world, with a market cap of ov…“ [...]

By: Saurabh Kaushik

Saurabh Kaushik — Wed, 09 Jul 2008 06:35:37 +0000

As a layman, my understanding of VMWare’s triumph is just opposite to today’s cloud computing. Their core concept was to simulate a given hardware into multiple computing units. But here, cloud computing is more about integrating all given hardware to one giant computing unit. What is Martiz planning to do? VMnoWhere!!! ;-p

[Saurabh Kaushik]
http://saurabhk....wordpress.com/

By: Mike

Mike — Wed, 09 Jul 2008 05:17:03 +0000

Like rick, I also just read Diane’s profile in this week’s Economist, which made her sound like an up-and-comer in the Valley and ready to take on Microsoft. Talk about bad timing for that story!

By: Dawn

Dawn — Wed, 09 Jul 2008 04:13:52 +0000

Wait, these guys still turn a giant profit. So what? They are worth $15 B even after the “haircut”. What about Slide, Facebook, and all the other companies that still can’t turn a profit?

By: Paul

Paul — Wed, 09 Jul 2008 03:51:34 +0000

VMWare is a fantastic product. Big companies are too slow in adopting this technology. My work believes I need 3 PCs under my desk to perform my job. Those of us “in the know” use VMWare whenever possible — it’s the old, (pre-global warming) glacier-paced IT department that refuses to embrace new technologies.

By: Your Daddy

Your Daddy — Wed, 09 Jul 2008 03:45:32 +0000

VMWare Server 2.0 (the free stuff) is in RC1 and is pretty bad ass. MSFT has a long way to go. I’m buying more shares in the 30’s. They like to guide lower then break out earnings! I see them in low 60’s by 2009.

By: Required Name

Required Name — Wed, 09 Jul 2008 02:59:20 +0000

Netscape was a “pioneer” and they are doing what now? SO as usual the top folks make out and leave the company in shambles. Same thing at VMware. Top folks cash out twice (EMC and IPO) and oooops…the rest of the company gets scraps.

And Diane was no leader. She was a tyrant. She was also an awful manager and hired poor talent. Not surprised it ended like this. Also a lot of the top folks are pretty junior (in age and in experience) so its not surprising they are getting their asses kicked. Their desktop strategy was pathetic. They were very unfriendly to the eco-system.

By: Pascal Roy

Pascal Roy — Wed, 09 Jul 2008 01:35:55 +0000

VMware is certainly a pioneer, but I have to agree that we have not seen that much change and/or improvement lately in their products and the open-source products are creeping up.

By: rick

rick — Wed, 09 Jul 2008 01:19:48 +0000

funny, just had a pretty good write-up in the Economist…

http://www.econ...ory_id=11662168

oh well

By: Sequenzia

Sequenzia — Wed, 09 Jul 2008 01:17:01 +0000

I just wanted to point out that Hyper-V costs more than $28 because you still need to pay for the Server 08 host OS.

By: Planet Malaysia

Planet Malaysia — Wed, 09 Jul 2008 01:16:24 +0000

Microsoft Hyper-V suck. I would still prefer VMware ESX

By: Bob

Bob — Wed, 09 Jul 2008 00:53:04 +0000

Virtualization technology is quickly becoming a commodity. VMWare should be open sourcing their technology (or at least cutting prices to the bone) while they’re still considered the leader. Get the market share and transform into a services company. The kind of profit they have been making on virtualization software is going away and it’s not coming back. Right about now EMC is looking pretty smart for IPOing this thing while they still had the chance.

By: Vote of confidence: VMWare loses $5 billion in market cap on CEO switch | Idiot Inc.

Wed, 09 Jul 2008 00:15:38 +0000

[...] of software maker VMWare fell 25% today on news that its CEO/founder would be leaving. The new CEO, Paul Maritz, gets the resounding vote of confidence of having lost $5 billion in [...]

By: shane blyth

shane blyth — Tue, 08 Jul 2008 23:57:36 +0000

interesting …. from a user standpoint I love VMWare Fusion its a great product and am very impressed.

By: whiskey

whiskey — Tue, 08 Jul 2008 23:56:06 +0000

Victor is right, ever since the free stuff is around…

By: Victor Shamanovsky

Victor Shamanovsky — Tue, 08 Jul 2008 23:53:02 +0000

Who didn’t see this coming?

By: Nik Cubrilovic

Nik Cubrilovic — Tue, 08 Jul 2008 23:01:06 +0000

@Chris and Sun and a bunch of others. Its in the TCIT post

By: Chris

Chris — Tue, 08 Jul 2008 22:41:10 +0000

http://www.xen.org/

I wonder if this has anything to do with it?

nah….

By: Robin Wauters

Robin Wauters — Tue, 08 Jul 2008 22:38:40 +0000

More on what happened today (and videos of both Diane Greene and Paul Maritz) here:

http://virtuali...re-paul-maritz/

By: antje wilsch

antje wilsch — Tue, 08 Jul 2008 22:35:56 +0000

Maritz from MSFT? interesting, but I do so hate to see another tech female CEO being ousted.

That being said, I LIVE on WMWare but haven’t seen any innovation or updates (like drag time, lots of problems with Vista) in the past year. Maybe they were just pushing sales and not innovation.

This will further dampen anyone’s dreams of going IPO too.

By: KVM

KVM — Tue, 08 Jul 2008 22:33:34 +0000

The lost in revenue is rightly so. VMWare charges $2K when KVM is free and open source.

VMWare will further drop because the whole purpose of virtualization is to reduce cost and maximize server CPU and memory use. By charging in the thousands for per processor, VMWare is simply not competitive. Expect a more dramatic decline in the coming months as more and more company recognize the VMWare image they are running can easily run on KVM.

With companies have thousands and thousands of servers, the cost benefit is easily justified.

By: dan

dan — Tue, 08 Jul 2008 22:32:58 +0000

good, maybe this will humble Aanand V, the Dir of Talent Acquisition, he needs a haircut