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Posts Tagged ‘Microsoft’

VMworld is about a month behind us now and I’ve had a little more time to noodle on the joint survey I did with virtualization management vendor Xangati. There was a tremendous amount of energy at VMworld and the show floor was one of the biggest and busiest I’ve seen in a long time. This might give one the impression that the VMware franchise is impenetrable, but the survey shows differently.

Before I go through some of the data, remember the survey was answered by current VMware customers, so the data is likely to be skewed pro-VMware, which makes the data even more surprising. VMware has had a virtual (pun intended) monopoly on the market, but there does seem to be some chinks in the armor that could be exploited by another solution provider.

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Last week EMC launched its eagerly awaited VSPEX architecture. VSPEX is a turnkey reference architecture made up of best-of-breed partners to deliver an end-to-end cloud solution. The solution, while led by EMC, also involved collaboration from such partners as Brocade, Cisco, Intel, Microsoft and VMware. VSPEX is another option for customers who do not want to build their own from scratch nor want a converged solution like VCE. It’s a proven solution that’s been validated by EMC.

One of the main points that I think was missed by much of the press around this announcement is that it can bring a solution to the mid-market. For all the hype and media attention VCE has received, it’s really not that appealing to mid-market companies. It may work, but it certainly has a premium price tag attached to it. Since VSPEX has various different configurations (14 in total), there are a number of lower-cost options that use infrastructure like Brocades ICX switches. So while there are many expensive cloud offerings out there for large enterprises to buy directly, VSPEX is an affordable channel play. Channel partners can customize it for different customers and even put their own brand on it if they want.

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Earlier this week I was at a CIO conference in Europe and one of the big topics of conversation was Unified Communications. Remote working, collaboration initiatives and cost cutting have all made UC a more important topic over the past twelve months. There was lots of discussion about deployment issues, the ROI of UC, training issues, etc. but the biggest point of discussion was Cisco versus Microsoft and where to use which. Based on the conversations I had at the CIO summit plus others, here is where companies should leverage the respective strengths of each of the two 800 pound gorillas:

• Video. There seemed to be little doubt here that Cisco is the vendor of choice. Between TelePresence, Tandberg, Callway, Show and Share and all the other video solutions Cisco has, the company is, by far, the most dominant vendor in the video space. Additionally, there’s a common belief by people with a Cisco network that Cisco video on a Cisco network will give the best experience. I think you can provision quality video on any network with any end point but I do believe it’s easier with Cisco on Cisco.

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Today, Cisco announced AppHQ, a corporate-focused Android app store for its Cius tablet.

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Amid much speculation that Polycom was on the selling block, with HP being the primary possible acquirer, Polycom made the following announcements this morning:

  • Polycom acquired the Visual Collaboration Unit from HP, which includes all of the Halo products and managed services
  • Polycom and HP inked an agreement where HP would use Polycom as it’s exclusive partner for Telepresence and video UC solutions
  • Polycom announced the creation of the “Open Visual Communications Consortium” with a number of service providers including AT&T, BT conferencing, Global Crossing, Orange Business Services, Telefonica, Verizon and other service providers to drive B2B and B2C adoption of video
  • Polycom and Microsoft announced an expanded partnership that includes two products but at the time of press release did not announce any details on these products

These announcements are an interesting twist in growing saga that is corporate video conferencing.  About a year ago, Cisco closed on the acquisition of Tandberg creating a tremendous amount of speculation that Polycom would be acquired as well.  The logic being that, in an environment where video is becoming a core component of UC, it would be difficult for a video pure play to exist.  Names like Silver Lake (Avaya), Gore Group (Siemens) and Dell were tossed around as possible acquirers, but HP appeared to be the front-runner.  HP made some sense for a couple of reasons:  (1) It had its own niche video unit (Halo) and Polycom would bolster it; and (2) HP could use Polycom to close the product gap with Cisco, who HP appears obsessed with from a competitive standpoint.

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