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EMC, Microsoft's newest enemy

Joe Tucci has been going around saying that EMC is going to become a software company, and with the acquisitions for Legato and Documentum, the CEO meant what he said. Now, with the acquisition of VMware, the storage vendor has a chance to really deliver on this software vision, and, in the process, it could give Microsoft some serious competition. Furthermore, the new acquisition puts the other two in perspective and could be the biggest news -- and market opportunity -- yet for EMC.

Microsoft purchased last year Virtual PC from Connectix. The software sets up virtual machines on Windows and Macintoshes. But Virtual PC -- even its still undelivered Virtual Server version -- is decidedly down-market from VMware, and more focused on running desktops than servers.

Why is VMware so important? Several reasons. First, it puts EMC clearly in the server room, sitting upon those same raised floors and overly air-conditioned spaces where its huge racks of disk drives live. But it also delivers something to put on those big disk drives, and uses the SAN and NAS equipment in new and interesting ways.

Second, virtualizing servers is a very big way to consolidate resources, and at the heart of what EMC offers its customers is to expand your IT operation without having to expand the people that have to care and feed the machines. By running multiple application servers on a single physical array, IT departments can cut down on power requirements, maintenance, configuration and backup tasks.

Third, the whole server virtualization area can generate huge files as part of the application. The way VMware works is to create a single physical data file that contains the entire virtual machine's memory, virtual disk drive and settings. The file can be gigabytes and can be mostly empty space initially, until the virtual server's virtual disk fills up with stuff. That means more disk space to save each virtual machine, and more disk space translates into more disk arrays and cabinets, feeding back on EMC's core business.

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