By Jerome M Wendt, Lead Analyst and President, DCIG Inc.
Back in 2003 hardly anyone had heard of a small but rapidly growing technology company called VMware. But since that time VMware literally exploded to become the dominant player in enterprise server virtualization. Now the same forces that propelled VMware to the top of the server virtualization heap are at work again. Only this time the forces are coalescing around a cloud storage company called Nirvanix that could and should result in it riding the same type of wave that carried VMware to market dominance.
To understand why Nirvanix is in the same type of enviable position that VMware was in just a few years ago, one first needs to look at the combination of factors that contributed to VMware's dramatic rise from obscurity to the top of the enterprise server virtualization food chain. While in most cases these factors were arguably outside of VMware's control, by VMware's proper management and possible manipulation of these forces it was able to slingshot itself past much larger competition (Citrix, Microsoft, Red Hat) into the enviable position of market leadership that it holds today.