Just how shocking? Lodge wrote a blogpost describing OpenStack, along with other open source projects CloudStack and Eucalyptus as the "three ugly sisters." Lodge says that was because open source companies were claiming to be more "open" than everyone else. Lodge says VMware has always embraced open source, dating back to its acquisition of SpringSource and the Rabbit MQ messaging service, along with Cloud Foundry. Earlier this year VMware purchased DynamicOps, which helps customers provision multi-cloud environments. Nicira's ability to work across multiple hypervisors points to this approach as well. But Kepes says VMware fully embracing OpenStack, and supporting ESX in the project would be a bigger shift for the company. "We've seen acquisitions, we've seen talk, but we haven't seen true actions," he says.
Lodge says even if ESX support is expanded in OpenStack that doesn't undercut the vCloud ecosystem. "We believe we have a much better answer. Better integration, more features," he says, adding that VMware and vCloud will surely compete with other options on the market, including OpenStack-powered public clouds. "If we do our job right, we believe we've built the best cloud stack."
VMWARE: It's not all about us
At VMworld this week, incoming CEO Pat Gelsinger reinforced the point in his keynote address that VMware is committed to multi-hypervisor support. James Staten, a Forrester cloud researcher, buys it. He believes VMware is committed to encouraging vSphere and Nicira technology in OpenStack. Other parts of OpenStack, though, particularly vCloud, represent a core competition. That makes a tricky line that VMware will tread, he predicts. "But so long as both (vCloud and OpenStack) run on vSphere and use Nicira networking, they feel they have another opportunity to compete for higher value business," he says. "Classic co-opetition in the high-tech market."