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.
Dell just picked up Enstratius for an undisclosed amount today, making the cloud management vendor the latest well-known cloud controller to get snapped up by a big infrastructure or OS vendor. Dell will add Enstratius cloud management capabilities to its existing management suite for converged and cloudy infrastructure, which includes element manager and configuration automator Active System Manager (ASM, the re-named assets acquired with Gale Technologies in November), Quest Foglight performance monitoring, and (maybe) what’s still around from Scalent and DynamicOps.
This is a good move for Dell, but it doesn’t exactly clarify where all these management capabilities will fall out. The current ASM product seems to be a combo of code from the original Scalent acquisition upgraded with the GaleForce product; regardless of what’s in it, though, what it does is discover, configure and deploy physical and virtual converged infrastructure components. A private cloud automation platform, basically. Like all private cloud management stacks, it does rapid template-based provisioning and workflow orchestration. But it doesn’t provision apps or provision to public or open-source cloud stacks. That’s where Enstratius comes in.
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
Now that we’ve been back from the holidays for a month, I’d like to round out the 2013 predictions season with a look at the year ahead in server virtualization. If you’re like me (or this New York Times columnist), you’ll agree that a little procrastination can sometimes be a good thing to help collect and organize your plans for the year ahead. (Did you buy that rationalization?)
We’re now more than a decade into the era of widespread x86 server virtualization. Hypervisors are certainly a mature (if not peaceful) technology category, and the consolidation benefits of virtualization are now uncontestable. 77% of you will be using virtualization by the end of this year, and you’re running as many as 6 out of 10 workloads in virtual machines. With such strong penetration, what’s left? In our view: plenty. It’s time to ask your virtual infrastructure, “What have you done for me lately?”
With that question in mind, I asked my colleagues on the I&O team to help me predict what the year ahead will hold. Here are the trends in 2013 you should track closely:
Consolidation savings won’t be enough to justify further virtualization. For most I&O pros, the easy workloads are already virtualized. Looking ahead at 2013, what’s left are the complex business-critical applications the business can’t run without (high-performance databases, ERP, and collaboration top the list). You won’t virtualize these to save on hardware; you’ll do it to make them mobile, so they can be moved, protected, and duplicated easily. You’ll have to explain how virtualizing these apps will make them faster, safer, and more reliable—then prove it.
So what does VMware and EMC’s announcement of the new Pivotal Initiative mean for I&O leaders? Put simply, it means the leading virtualization vendor is staying focused on the data center — and that’s good news. As many wise men have said, the best strategy comes from knowing what NOT to do. In this case, that means NOT shifting focus too fast and too far afield to the cloud.
I think this is a great move, and makes all kinds of sense to protect VMware’s relationship with its core buyer, maintain focus on the datacenter, and lay the foundation for the vendor’s software-defined data center strategy. This move helps to end the cloud-washing that’s confused customers for years: There’s a lot of work left to do to virtualize the entire data center stack, from compute to storage and network and apps, and the easy apps, by now, have mostly been virtualized. The remaining workloads enterprises seek to virtualize are much harder: They don’t naturally benefit from consolidation savings, they are highly performance sensitive, and they are much more complex.
On Tuesday, September 4, Microsoft made the official announcement of Windows Server 2012, ending what has seemed like an interminable sequence of rumors, Beta releases, and endless speculation about this successor to Windows Server 2008.
So, is it worth the wait and does it live up to its hype? All omens point to a resounding “YES.”
Make no mistake, this is a really major restructuring of the OS, and a major step-function in capabilities aligned with several major strategic trends for both Microsoft and the rest of the industry. While Microsoft’s high level message is centered on the cloud, and on the Windows Server 2012 features that make it a productive platform upon which both enterprises and service providers can build a cost-effective cloud, its features will be immensely valuable to a wide range of businesses.
What It Does
The reviewers guide for Windows Server 2012 is over 220 pages long, and the OS has at least 100 features that are worth noting, so a real exploration of the features of this OS is way beyond what I can do here. Nonetheless, we can look at several buckets of technology to get an understanding of the general capabilities. Also important to note is that while Microsoft has positioned this as a very cloud-friendly OS, almost all of these cloud-related features are also very useful to an enterprise IT environment.
New file system — Included in WS2012 is ReFS, a new file system designed to survive failures that would bring down or corrupt the previous NTFS file system (which is still available). Combined with improvements in cluster management and failover, this is a capability that will play across the entire user spectrum.
The most notable news to come out of the VMworld conference last week was the coronation of Pat Gelsinger as the new CEO of VMware. His tenure officially started over the weekend, on September 1, to be exact.
For those who don’t know Pat’s career, he gained fame at Intel as the personification of the x86 processor family. It’s unfair to pick a single person as the father of the modern x86 architecture, but if you had to pick just one person, it’s probably Pat. He then grew to become CTO, and eventually ran the Digital Enterprise Group. This group accounted for 55% of Intel’s US$37.586B in revenue according to its 2008 annual report, the last full year of Pat’s tenure. EMC poached him from Intel in 2009, naming him president of the Information Infrastructure Products group. EMC’s performance since then has been very strong, with a 17.5% YoY revenue increase in its latest annual report. Pat’s group contributed 53.7% of that revenue. While he’s a geek at heart (his early work), he proved without a doubt that he also has the business execution chops (his later work). Both will serve him well at VMware, especially the latter.
End User Computing is at the Root of the VMware Family Tree
Examine the roots of the VMware family tree, and End User Computing is the longest root of 'em all. It's where it all began, back in 1999 with a cool little product that let me run Windows on top of Linux. It was like magic for software customer demos of complex enterprise apps. I could royally screw up a demo environment an hour before a demo for a $15M deal by adding just one field to the screen that the customer demanded to see, but instead of soiling my underwear in a panic, I could go back to my most recently saved state of less than an hour before. Brilliant! It was a tool for me to be more effective in my job. Hold that thought.
So with this heritage in mind and a general respect for VMware's products honed over the past 15 years of growth and change, and fantastic tools for I&O professionals to manage virtualized environments with, I was delighted to see End User Computing be the focus of general session demos and breakout sessions. I was looking forward to learning more about Wanova Mirage to see if it could help on the employee freedom and personal innovation front. Those of you following this space know what I think of what I like to call Soviet Bloc Virtual Desktop Infrastructures.
Virtuosity as the Root of Innovation and the Dangers of Hosted VDI
Only a few months since I authored Forrester’s "Market Overview: Data Center Infrastructure Management Solutions," significant changes merit some additional commentary.
The major vendor drama of the “season” is the continued evolution of Schneider and Emerson’s DCIM product rollout. Since Schneider’s worldwide analyst conference in Paris last week, we now have pretty good visibility into both major vendors' strategy and products. In a nutshell, we have two very large players, both with large installed bases of data center customers, and both selling a vision of an integrated modular DCIM framework. More importantly it appears that both vendors can deliver on this promise. That is the good news. The bad news is that their offerings are highly overlapped, and for most potential customers the choice will be a difficult one. My working theory is that whoever has the largest footprint of equipment will have an advantage, and that a lot depends on the relative execution of their field marketing and sales organizations as both companies rush to turn 1000s of salespeople and partners loose on the world with these products. This will be a classic market share play, with the smart strategy being to sacrifice margin for market share, since DCIM solutions have a high probability of pulling through services, and usually involve some annuity revenue stream from support and update fees.