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The robust results come with an aggressive VMware product rollout planned for the rest of the year, including May 2 launches that contain a number of updates such as View 5.1, the latest version of VMware's desktop virtualization software; an on premise version of Horizon Application Manager, a VMware-hosted identity management service; and Zimbra 7.2, an update to the company's open source email and collaboration software, according to an internal memo viewed by CRN.
VMware CFO Mark Peek told analysts to expect a new version of the company’s View product later this year and a new version of VMware’s vSphere cloud platform in the second half of the year.
Maritz said he sees, in the near term, the biggest challenge to the company coming from Microsoft rather than the growing OpenStack cloud platform movement. Both IBM and Red Hat announced plans last week to support the open source OpenStack cloud infrastructure platform.
“OpenStack, at this point, compared to the vSphere environment is still relatively immature,” said Maritz. “We see more interest in it in the public cloud space than we do in the private cloud space at this point in time.”
As for Microsoft, Maritz said, VMware “takes them very seriously and spends a lot of time looking at their products.” He said VMware’s aim is “turn our crank faster than we think our competitors are turning their crank and stay ahead in terms of value we are offering the customers. We believe we continue to be in that position even with Microsoft’s new offerings coming to market I presume later this year.”