Why VMware isn’t flinching as Amazon’s cloud keeps growing

A healthy competition is a good start


VMware (s vmw) CEO Pat Gelsinger is comfortable with the fact that Amazon (s amzn) got a major head start in running Infrastructure as a Service (IaaS). But in that game, he doesn’t believe one size fits all.

“It’s hard for Amazon to reach into the enterprise,” he told GigaOM Founder and Senior Writer Om Malik during a talk at our Structure conference on Wednesday. By comparison, Gelsinger said his company “has an extraordinary leadership position already.”

He expects VMware’s recently revealed public cloud, known as vCloud Hybrid Service, to get plenty of business from large companies that are deep into the VMware world but see value in being able to call on scaled-out shared infrastructure whenever that’s necessary.

That could open up the potential for new sorts of applications, part running on premise, part running in the public cloud, he said.

When Om wondered aloud if it wouldn’t…

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