VMware Says Microsoft, Oracle Are Blowing Cloud Smoke
The gloves have finally come off at VMware Partner Exchange. After discussing product development and partner momentum for two days, VMware is now attacking cloud strategies promoted by Amazon, Microsoft and Oracle. VMware Chief Marketing Officer Rick Jackson says Amazon, Microsoft and Oracle are “blowing cloud smoke” instead of listening to CIO and customer needs.
First came the usual channel applause: Partners now drive about 85 percent of VMware’s annual revenues, according to Carl Eschbach, president of customer operations at VMware. But as customers begin to shift to the cloud, partners need to ensure they focus on end-customer needs rather than vendor hype, asserts VMware Chief Marketing Officer Rick Jackson.
Then, Jackson warned attendees not to get locked into cloud strategies from Microsoft, Oracle and Amazon. He asserted that 85 percent of the cloud market will involve corporate private clouds, yet Microsoft is busy promoting the Windows Azure public cloud and Amazon is busy promoting Amazon Web Services.
The punches didn’t stop there.
Discussing Oracle’s cloud strategy: “You get a choice of Oracle hardware, Oracle middleware and Oracle databases topped off with Oracle’s applications. They call it cloud in a box. I call it a mainframe,” said Jackson.
Discussing Microsoft: “Microsoft is smart. If you can entrap the developers with proprietary frameworks you can lock them in [to Azure]. But how many [partners expect to] see successful, growing, profitable businesses if Microsoft takes all of your customer data and moves it into Microsoft’s data centers?”
Does Jackson have a point? Perhaps. But it’s important to give VMware’s rivals equal time on the topic. In a recent interview with Talkin’ Cloud, Oracle Channel Chief Judson Althoff predicted Oracle Exadata and Exalogic solutions will emerge as top cloud computing platforms. And since acquiring Sun last year, Oracle has quickly restored Sun’s business to profitability while transitioning legacy Sun channel partners into the Oracle PartnerNetwork (OPN) Specialized partner program.
Meanwhile, Microsoft has aggressively positioned Windows Azure as an open cloud that supports multiple closed source and open source software development tools. Microsoft recently celebrated Windows Azure’s first anniversary of operations, but Talkin’ Cloud thinks there are at least five different ways Microsoft can improve Windows Azure to better serve channel partners.
As for Amazon Web Services, the platform truly is a public cloud play. But Eucalyptus Systems has developed an Amazon-compatible software platform for private clouds. In theory, that means customers and partners can move information and applications between private clouds and the Amazon public cloud.