So how does HDS get there?
An acquisition might be in the cards here. After all, HDS's parent company, Hitachi Ltd. (NYSE: HIT; Paris: PHA), in November invested in DataCore Software Corp., the last pure virtualization company left since StorageApps was purchased by Hewlett-Packard Co. (NYSE: HWP) (see Hitachi to Resell DataCore? and HP Acquires StorageApps).
But Yoshida makes a point of noting that HDS plans to work with, not buy, key partners to bring this technology to market. This brings to mind Veritas Software Corp. (Nasdaq: VRTS), whose software HDS OEMs and resells.
However, Veritas also appears to be scratching its head where virtualization is concerned, with its own product still firmly under lock and key and no availability date in sight.
HDS still has a bit of time to play with, as none of the other major storage vendors are leading the charge: Compaq Computer Corp. (NYSE: CPQ) has been promising its VersaStor product for two years. HP has yet to announce any customers since the StorageApps acquisition -- and the company has other things on its mind right now. EMC Corp.'s (NYSE: EMC) views on virtualization are about as clear as mud (see James B. Rothnie, CTO, EMC Corp. and Virtual Reality?).
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