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Cloud Computing - Detras de las nubes brilla el sol

Para los que les interese invertir en Wall Street en una empresa de Cloud Computing (el futuro del almacenamiento de datos y la virtualización), parece salir el sol para VMWare (VMW).

VMWare fue co-fundada hace una década por Diane Greene. Con un enfoque de trabajo muy abierto y cooperativo, ella logró que ninguno de los gigantes de la industria (Dell, HP, IBM) se espantara y pusiera palos en la rueda al desarrollo de la virtualización.

Hace pocos años la vendedora de servers EMC Inc. compró a VMW, quizás con la idea de "bundlear" los productos de VMW en sus sistemas de almacenamiento. Pero esto chocó con el enfoque de trabajo y con las pretenciones de independencia de Greene, quien fue finalmente apartada de su cargo el último julio.

Esto precipitó el precio de la acción. Los malos pronósticos para el próximo quarter lo hicieron aún más.

Esta semana varias aplicaciones de CITRIX colapsaron, mientras que Gmail y algunas aplicaciones de Google también lo hicieron. Deberían imitar a salesforce.com, que visualiza el grado de demanda, y congestión (y cada vez más), que experimentan sus servicios.

La entrada de Paul Maritz al cargo abandonado por Greene, un feroz estratega de Microsoft, que desde el año pasado trabajaba en su start-up sobre virtualización (comprado también por EMC), parece abrir el cielo.

Por los problemas para bundlear, el temor al éxodo de técnicos detrás de Greene (quien además es navegante, windsurfer, y esquiadora), y la nueva competencia de Microsoft con su Hyper-V, EMC podría querer desprenderse de VMW. Muchos analistas creen que Microsoft se debería olvidar de Yahoo y apuntar a adquirir VMW.

Una acción que valía u$s 29 en su IPO, y que llegó a valer u$s 125, hoy se vende a 35 dólares.
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