Two weeks ago I posted about my thoughts on the McAfee’s acquisition by Intel. If you did not have time to read it, it is here.
Resuming all that, the point made was that acquisition was probably just the tip of the iceberg and more than that, it would make a LOT of sense for Intel to acquire a company with a Type-1 Hypervisor offering like Virtual Computer, Neocleus, MokaFive and so on. I went one step further and explained on another post why Intel buying Citrix would make even more sense.
So as of this morning, you all heard the news. Intel is acquiring Neocleus, what gives them the Type-1 Hypervisor and the management solution in one package. With McAfee, that takes care of security.
The key question now is very simple. Is Intel doing all this (and again, there IS more to come, just stay tuned) to down the road build a platform that partners like VMWare, Citrix and Microsoft can continue building/improving/enhancing their virtualization solutions (mainly Hypervisors on this case) OR the plan is to come up with Intel’s own virtualization platform given the simple fact they already own the underlying HW one?
Again, the same way Microsoft leverages to its own advantage, the fact they OWN the underlying OS where everything runs, will Intel do the same from now on? A platform where everything runs faster and is way more tightly integrated to the HW layer below? Where all sorts of HW pass through work perfectly? Of course only when your virtualization platform is Intel’s. If you go down the ESXi, XenServer, Hyper-V, etc you lose all that. Is this coming?
To better understand what will happen in the next year, two little things the industry must keep an eye on: Intel buying NVidia (or a similar company in the graphics space) and how Microsoft and VMWare (Citrix as well but IMHO at a lesser extent) will react to all this in the short term (6-9 months). This will clearly give us the clues we need to determine if Intel is doing all this to make everyone else’s life easier OR to come up with its own, I-am-better-than-you-all platform that will keep everyone else out.
Time will tell if I am right or wrong.
So far I do not look that bad.
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