Executive Summary (This is a document excerpt)

VMware's ambition is to expand up the stack from its franchise in systems virtualization software into application platforms. The company's decision to buy Java frameworks specialist SpringSource is a first step toward realizing this larger ambition as well as toward diversifying its Windows-dominated business. With SpringSource's development platforms and tools, VMware can now create a Java platform on top of its virtualization software. That product will be a platform-as-a-service (PaaS) for internal and external clouds rather than a conventional middleware stack. VMware's challenge will be to create a whole company that is greater than the sum of its parts and to drive significant revenue from cloud-based and open source opportunities. Development shops seeking alternatives to Java platforms from IBM and Oracle should understand VMware's potential to address their delivery and cost issues.

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