Bill Gates said "People everywhere love Windows.” Whether or not you agree, the fact that Microsoft Windows remains the de facto standard for business productivity after nearly 3 decades, suggests that many still do. But as the sales figures of Microsoft’s competitors suggest, people everywhere love lots of other things too. And one of the reasons they love them so much is that they like to get things done, and sometimes that means getting away from the office to a quiet place, or using a technology that isn’t constrained by corporate policies and controls, so they can be freer to experiment, grow their skills and develop their ideas uninhibited.
Technology managers I speak with are aware of this, but they’re justifiably paranoid about security, costs, and complexity. So the result of these conflicting forces coming together is inspiring rapid innovation in a mosaic of technologies that Forrester collectively calls digital workspace delivery systems. It involves many vendors, including Microsoft, Citrix, VMware, Dell, nComputing, Amazon Web Services, Fujitsu, AppSense, Moka5, and more. The goal of our work is to help companies develop their capabilities for delivering satisfying Microsoft Windows desktop and application experiences to a wide range of users, devices, and locations.
When I was maybe 2 years old, my mother lost track of me in a Toys-R-Us store. After a dozen stressful minutes, she finally found me - holding a Fisher-Price airplane. And so began my love affair with airplanes and aviation. So as I looked through the break-out schedule while attending NVIDIA’s GPU conference two weeks ago in San Jose, California, Gulfstream Aero’s session on transforming manufacturing and field service with desktop virtualization caught my eye. It didn’t disappoint.
There are 2 reasons why I liked this session so much and why I think it’s worth sharing with you:
It’s a nice example of technology that makes the work easier for employees, and helps them improve the customer experience directly.
It’s also an example of how a technology that’s not necessarily a money saver (in this case, VDI) shines when it enables workers do something that would be difficult or impossible any other way.
This morning Citrix announced the acquisition application mobilization vendor Framehawk for an undisclosed sum as the battle for high performance for corporate Windows apps on mobile devices rages on. Here’s my take:
It's a good acquisition for Citrix and in turn for I&O pros for 3 reasons:
Some of Framehawk's technology will be additive to Citrix's enterprise portfolio. Specifically, Framehawk's framebuffering protocol - called Lightweight Framebuffer Protocol, or LFP - is designed for mobile carrier networks like 4G/LTE where there is often highly variable latency, loss, and jitter. Citrix will add it to their arsenal alongside HDX to improve the end user experience of server-hosted Windows applications on mobile devices for XenDeskop App Edition and XenDesktop.
It will be a boon for DaaS providers' customer experience. Citrix is in the business of building a Desktops-as-a-Service (DaaS) platforms for service providers. One of the barriers to the success of DaaS in the enterprise, and a potential source of value for service providers, is the user experience on mobile devices over mobile networks. Another player to watch the remote desktop/app protocol space for mobile networks is RapidScale.
It's a competitive take-out play as well. Delivering Windows apps from the datacenter to both corporate and employee-owned desktops, laptops and mobile devices is what Citrix does - it's their place in the technology universe. Framehawk's technology approach, while expensive, has some advantages. Citrix was probably starting to see them in more deals as competition.
In Barcelona this week, VMware announced that it is acquiring Desktops-as-a-Service provider, Desktone. This is a market I've been watching for several years, and I think this is good news for both Desktone and VMware customers. On one hand it provides an alternative for VMware prospects who are unsure whether they want to make the investment in ramping up an in-house VDI initiative, and it provides a scale-out option for existing VMware View customers who may be loathe to make additional capital investments to expand their capacity. With Citrix also developing their own homegrown DaaS infrastructure offering for service providers, this move further legitimizes the DaaS market.
Forrester has been tracking the rise in interest in DaaS specifically in our Forrsights surveys of IT decision makers for the past 2 years, which gives us a unique view into the market. In Figure 1 below, we can see the rise in IT decision-maker interest in DaaS relative to on-premise hosted virtual desktops, and see that year-over-year growth of DaaS interest is strong. The market accelerated in part because Infrastructure-as-a-Service providers see it as a way to monetize their existing infrastructure investments.
Winning teams delight in the 'doing', not the 'winning'
When I was growing up in Pittsburgh, Pennsylvania, Chuck Noll was the head coach of the Pittsburgh Steelers, and his leadership was my first glimpse into what separates teams that win from teams that don't. My favorite quote from Noll exemplifies his view both simply and eloquently: "The thrill isn't in the winning, it's in the doing." What Noll taught his players, including Terry Bradshaw, 'Mean Joe' Green, and Franco Harris, is how to delight in the joy of doing, over the joy of winning. Why? Because the 'winning' won't come unless your passion comes from the 'doing'!
This is why I'm so excited about the explosive trend of BYOD and consumerization of IT on so many levels, from cloud computing to tablets. Workers are putting the joy back into the 'doing' parts of their jobs by exploring different ways of working, and using technologies that often exceed what even the best IT organizations can generally provide. It's also why I think we'll see a rebound of Hosted Virtual Desktops (also known as VDI) through 2013 and beyond. But first, let's look at the data:
IT interest in VDI appears to be on a downward trend
Forrester's annual survey of IT decision-makers revealed a drop in interest and plans for VDI initiatives from 2011 to 2012:
But a shift in the IT drivers for VDI suggests it could actually be an inflection point
The long-rumored changing of the guard at VMware finally took place last week and with it came down a stubborn strategic stance that was a big client dis-satisfier. Out went the ex-Microsoft visionary who dreamed of delivering a new "cloud OS" that would replace Windows Server as the corporate standard and in came a pragmatic refocusing on infrastructure transformation that acknowledges the heterogeneous reality of today's data center.
Paul Maritz will move into a technology strategy role at EMC where he can focus on how the greater EMC company can raise its relevance with developers. Clearly, EMC needs developer influence and application-level expertise, and from a stronger, full-portfolio perspective. Here, his experience can be more greatly applied -- and we expect Paul to shine in this role. However, I wouldn't look to see him re-emerge as CEO of a new spin out of these assets. At heart, Paul is more a natural technologist and it's not clear all these assets would move out as one anyway.
Driving in the snow is an experience normally reserved for those of us denizens of the northern climes who haven't yet figured out how to make a paycheck mixing Mai Tais in the Caymans. Behind the wheel in the snow, everything happens a little slower. Turn the wheel above 30 on the speedo and it could be a second or two before the car responds, and you'll overshoot the turn and take out the neighbor's shrubs.
Hosted Virtual Desktops are a bit like driving in the snow. Every link in the chain between the data on a hard drive in the datacenter and the pixels on the user's screen introduces a delay that the user perceives as lag, and the laws of physics apply. Too much lag or too much snow and it's hard to get anywhere, as citizens of Anchorage, Alaska after this years' record snowfalls, or anyone trying to use a hosted virtual desktop half a world away from the server will testify.
NVIDIA Brings Gaming Know-How to HVD
Last week I spent a day with NVIDIA's soft-spoken, enthusiastic CEO, Jensen Huang who put the whole latency issue for VDI into a practical perspective (thanks Jensen). These days, he says, home game consoles run about 100-150 milliseconds from the time a player hits the fire button to the time they see their plasma cannon blast away an opponent on the screen. For comparison, the blink of an eye is 200-400 milliseconds, and the best gamers can react to things they see on screen as fast as 50 milliseconds.
Today's move by Citrix to put its CloudStack IaaS solution into the Apache Foundation says more about the state of the cloud market than it does about OpenStack. As our Fall 2011 Forrsights Hardware Survey shows, about 36% of enterprise IT leaders are prioritizing and planning to invest in IaaS this year. That means they need solutions today and thus service providers and cloud software vendors need answers they can take to market now. OpenStack, while progressing well, simply isn't at this point yet.
Second, Citrix needed to clarify the position of its current open source–based solution. Ever since Citrix joined OpenStack, its core technology has been in somewhat of a limbo state. The code in cloudstack.org overlaps with a lot of the OpenStack code base, and Citrix's official stance had been that when OpenStack was ready, it would incorporate it. This made it hard for a service provider or enterprise to bet on CloudStack today, under fear that they would have to migrate to OpenStack over time. That might still happen, as Citrix has kept the pledge to incorporate OpenStack software if and when the time is right but they are clearly betting their fortunes on cloudstack.org's success.
There are myriad other benefits that come from this move. Two of the biggest are:
Amazon Web Services (AWS) is great, but many of our enterprise clients want those cloud services and values delivered on premise, behind their firewall, which may feel more comfortable for protecting their intellectual property (even if it isn't). AWS isn't very interested in providing an on-premise version of its solution (and I don't blame them). Today's partnership announcement with Eucalyptus Systems doesn't address this customer demand but does give some degree of assurance that your private cloud can be AWS compatible.
This partnership is a key value for organizations who have already seen significant adoption of AWS by their developers, as those empowered employees have established programmatic best practices for using these cloud services — procedures that call AWS' APIs directly. Getting them to switch to your private cloud (or use both) would mean a significant change for them. And winning over your developers to use your cloud is key to a successful private cloud strategy. It also could double your work to design and deploy cloud management solutions that span the two environments.