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Among partners waiting in the wings to hear the announcement is Paul Hilbert, principal at Network Doctor, an Englewood Cliffs, N.J.-based VMware partner.
"Hybrid cloud is definitely where the market seems to be going, because it's hard to go 100 percent into the cloud," he observed. "Anything that they do for infrastructure as a service is going to be a good competitive move."
But, to the extent that the VMware strategy hinges upon solid relationships with channel partners, Hilbert advises that the company improve its communication with its partners.
"I don't hear anything from VMware at all," Hilbert told CRN. "Other vendors tend to hold our hand a little bit, but I never hear from VMware. I would definitely like to get more information regarding road maps and other things that would help us to align our solutions with what they are offering."
The partners agreed that new players in the infrastructure-as-a-service space may contribute to an environment of compressed margins. But Joe Giegerich, managing partner of GigWerks, a New York City-based channel organization, sees this as a good thing.
"It's an incredible race to the bottom in terms of price," he said. "I like that because the lower prices help to free up revenue. As the money goes out of platforms, it's good for services, which is where we make much of our money.
"The point of technology to me is to see it commoditize," he continued. "It's not that money goes away, it merely shifts. And if the whole point of technology is to increase efficiency, then bringing down the price of hosted environments does nothing but free up opportunity for people who are in services who are focused on something other than standing up a box."