VMware May Be Microsoft’s Top Rival After Google - NYTimes.com

A VMWorld snapshot – excerpt:

Microsoft has a long way to go. At the end of last year, more than 80 percent of virtualized computing workloads ran on VMware, analysts estimate, with the remainder shared by Microsoft, Citrix Systems’ Xen, Virtual Iron and others. But only 15 percent of servers have been virtualized, and with that percentage likely to at least double over the next five years, there is still plenty of opportunity in the market.

There is considerable interest in Microsoft’s offering, analysts say. A recent report by Gartner projected that Microsoft’s share of installed virtual machine software would increase to 29 percent by the end of 2012, from 8 percent at the end of last year.

VMware May Be Microsoft’s Top Rival After Google - NYTimes.com