VMware customers look past the turmoil

VMware has taken a beating in the press and on Wall Street lately over its management upheaval, slower growth rate and competition from Microsoft, but customers at the VMworld conference here said they were either unaware of or unconcerned by the mounting pressure.

"The only thing that matters is that the products are good and the support is good," said Giel van Santvoort, IT director at Hogeschool de Kempel, a teacher training university in the Netherlands.

His view matched that of several other customers interviewed at VMworld this week and points to the gulf that can exist between the views of reporters, pundits and investors who track a company closely and those who toil in the trenches with its products.

VMware's stock is hovering near its 52-week low after growth at the company has been slowing, top executives including CEO Diane Greene have been fired or quit, and Microsoft has blustered into the market and is offering its competing hypervisor software free.

Headlines this month included "For VMware, an uncertain future," "At VMware, a firing is still reverberating" and "As key leaders exit, has VMware lost its innovation edge?"

Customers here don't have time for any of that.

"I've never been especially enamored by any CEO, so I don't feel that strongly when they come and go. The engineers are going to keep building the products," said Shawn South, a systems architect doing a VMware consulting project for WFG Investments.

WFG is using VMware for a consolidation project that will see its 25 physical servers reduced to six. It also plans to use VMware -- probably its High Availability software -- to set up a disaster recovery system that it needs to comply with regulations for the finance industry.

"The software licenses may be expensive, but the alternative would probably be more expensive," South said, referring to the cost of a failure, but also the cost of a more traditional, hardware-based disaster recovery system that would require more servers.

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