Lodge says even if ESX support is expanded in OpenStack that doesn't undercut the vCloud ecosystem. "We believe we have a much better answer. Better integration, more features," he says, adding that VMware and vCloud will surely compete with other options on the market, including OpenStack-powered public clouds. "If we do our job right, we believe we've built the best cloud stack."
At VMworld this week, incoming CEO Pat Gelsinger reinforced the point in his keynote address that VMware is committed to multi-hypervisor support. James Staten, a Forrester cloud researcher, buys it. He believes VMware is committed to encouraging vSphere and Nicira technology in OpenStack. Other parts of OpenStack, though, particularly vCloud, represent a core competition. That makes a tricky line that VMware will tread, he predicts. "But so long as both (vCloud and OpenStack) run on vSphere and use Nicira networking, they feel they have another opportunity to compete for higher value business," he says. "Classic co-opetition in the high-tech market."
Network World staff writer Brandon Butler covers cloud computing and social collaboration. He can be reached at BButler@nww.com and found on Twitter at @BButlerNWW.
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