Thursday, July 19, 2012

Moore's Law on VMware's stock price?

Congratulations to Paul Maritz and Pat Gelsinger for their new roles!

I got a bunch of emails wondering whether VMware's stock has peaked given the virtualization market is quite saturated.

There is no question VMware will need to find the next cash cow at some point, but the virtualization business journey is no where to close to a saturation point in my opinion.

I think VMware's revenue and stock price has the _potential_ to track the blue line in the Gartner chart below -- hey, Moore's Law in play? :)

The bottom line is that hyper growth for virtualization ain't over yet, but the challenge for VMware is other players especially Microsoft are not standing still in the market share battle!

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