So BMC is the one, not IBM or EMC that decides to piece it all together. Responding to HP acquiring Opsware (July ’07); BMC, in less then a year, has acquired RealOps (July ’07), Emprisa (Oct ’07) and now BladeLogic pulling together the critical components for their DCA strategy that all tie in nicely with Remedy, Atrium etc. Very impressive! They have most the pieces, now it’s about execution on the vision/strategy.
So HP & BMC have acquired the major pieces, IBM has many of the pieces too, but some are showing their age versus the newer products that were acquired by their competitors. CA has been the quietest of all players, so I would expect for them to make some moves to shore things up ASAP (but most likely at this point having to pay premiums based on previous CCM valuations). Meanwhile, EMC has been methodically building themselves up in the hope to make a run at knocking off one of the big 4 in IT Infrastructure Management, but they still have some serious work based on the recent moves of some of the current big 4.
Data Center Automation is about to hit the major growth curve now that multiple big guys have strong portfolio’s in the game. As predicted, 2008 is going to be hot for Data Center Automation!
