A year after dismissing the PC as a toy, DEC began losing money. It continued to lose market influence and money, he said, for most of its remaining history before it was acquired in a fire sale in 1998 by Compaq Computer Corp. — one of the very companies that DEC had dismissed as a passing distraction only a few years before.
Gelsinger’s message to partners was unequivocal: VMware is the company of the future, while others with legacy hardware businesses are destined to be relics of the past. In addition to this perspective, he offered several other observations:
- Mobile cloud computing represents the most disruptive era in IT ever so information professionals must operate at higher velocity.
- Nothing in technology today has offered customers the business savings and benefits that virtualization has.
- IT budgets are flat or declining, but virtualization is one tool that is able to increase the value of legacy systems while serving as a foundation for the future of computing.
- VMware believe all aspects of hardware will eventually be abstracted.
Gelsinger also outlined what he said were VMware’s must-wins for 2014. They are: Make the software-defined data center mainstream, win the network architecture battle, become the leader in mobile enterprise management, and establish vCHS as the definitive hybrid cloud platform.
To ensure that it makes these ambitions a reality, Gelsinger said VMware will continue to stay on the right side of technology trends, do what’s best for its customers and enable the partner ecosystem.
“Who will you hitch your wagon to?" he asked rhetorically. Make sure it’s not a “DEC" from 2014, he said.