[GaryOlson]

VMware has lost focus on where the expense savings monetize for virtualization. VMware captured virtualization of all the small/medium application servers; and built a company. The focus lately has been convincing customers to virtualize all the large application servers. Thus, VMware could claim victory for creating a fully cloud enabled data center.

But, VMware lost the focus on engineering a fully virtualized application cloud; and let the MBAs direct the buffalo hunt. Just like Palm. And now the buffalo are going to stampede all over the product and VMware is gonna bleed.

Vmware should just ignore the largest buffalo -- if your application server uses (suggestion) 64GB of RAM or more; no vRAM is counted against licensing. Those buffalo are tough, not too tasty, and the risk and resource requirements are not worth the pain. The small nimble buffalo are where the tasty hunting is best.