The document provides an overview of various indicators pointing to the adoption of virtual desktop infrastructure (VDI). Industry analysts like Gartner and IDC predict steady growth in VDI adoption for the next 3-5 years. The growing number of solutions from startups and vendors and acquisitions like Dell's purchase of Wyse also suggest that VDI adoption is trending upward and will continue to do so for several years. By analyzing multiple data points from different sources, the consensus view is that VDI adoption is accelerating.

1. VDI Adoption Indicators
Which way are they pointing?
A very non-scientific review
Opinions are that of my own. Material
created by others is identified as such.

2. Purpose of this Deck
– Provide a high-level view of an approach I use to
get a consensus of the market at large
– Provide my opinion of the current consensus
based on my “read” of available data points
– Share some of those data points
– This deck is by no means conclusive but could be
but one data point in itself
Opinions are that of my own. Material
created by others is identified as such.

3. VDI - IMO
– VDI adoption is in an uptrend that will last 3-5 years
– VDI has a number of benefits yet is not a fit for all use
cases
– VDI is but 1 piece of the desktop (or user device)
virtualization story
– VDI is a strategy for application compatibility and
accessibility while applications make the slower than
desired transition to web and/or cloud based
availability
– VDI has a finite life span – my best guess at this time is
that in about 5 years we’ll see the peak
Opinions are that of my own. Material
created by others is identified as such.

4. Approach
• Gather many data points
• The more data points the better
• A wide variety of data points is better
• Assess data points as favorable, neutral or
unfavorable?
• What is the consensus?
Opinions are that of my own. Material
created by others is identified as such.

5. Data Points
• Industry analysts – i.e. Gartner and IDC
• Ecosystem Growth – startups and solutions
• Industry News
• Major Vendor News
• Major Vendor acquisitions and partnerships
• Sales and revenue numbers – when you can
get them
Opinions are that of my own. Material
created by others is identified as such.

6. Industry Analysts
But one
analysis from
Gartner on
the subject.
Gartner in
general
predicts
steady VDI
growth for
the next 3-5
years
Favorable
Opinions are that of my own. Material
created by others is identified as such.

7. Industry Analysts cont’d
• IDC research shows that the virtual client computing
market will grow from $2.3 billion in 2011 to over $3 billion
by 2015, with nearly a third of that coming from the
centralized virtual desktop market (also called VDI).
• Total customer count is expected to continue to rise well
into the second half of the decade.
• As the solution matures, it will become increasingly
applicable to greater portions of organizations and a
greater breadth of industry verticals beyond the typical
healthcare, finance, government, and education segments
that dominate the market today.
• IDC believes desktop virtualization growth has strong legs.
Favorable
Opinions are that of my own. Material
created by others is identified as such.

8. Industry Analysts cont’d
That’s favorable
Opinions are that of my own. Material
created by others is identified as such.

9. VDI Ecosystem
• Continued Growing List of solutions
• Many proven and winning customer adoption
• Examples:
– Virsto, Atlantis, Pivot3, Nutanix, Unidesk
– Virsto, V3, Tintri, Veloxum, Nexenta, DataCore
– StorMagic, XtremIO, Violin, Nimble
– And on and on
– All of the above are either primarily oriented on
VDI or have a VDI specific solution
Favorable
Opinions are that of my own. Material
created by others is identified as such.

10. Acquisitions and Partnerships
• I don’t need to go far this month.
• Dell announced its intent to acquire Wyse
• And
• Dell announced DaaS offering based on
Desktone’s platform
• These type of activities do not happen
without a LOT of analysis
Super Favorable but I may be biased
Opinions are that of my own. Material
created by others is identified as such.

11. Dell Acquistion of Wyse
Summary Bullets from IDC Acquisition Assessment 4/3/2012
• On, April 2, 2012, Dell announced its intent to acquire
Wyse.
• Dell has been working over the past two to three years
building out its client virtualization portfolio.
• Dell can now match the spectrum of products offered by its
major competition.
• IDC sees this as a positive acquisition that will help better
position Dell in the client virtualization marketplace.
• IDC views the long-term play here is having the ability to
offer complete end-to-end solutions to customers,. The
additional functionality added to Dell's overall offerings will
ultimately make this acquisition successful.
Opinions are that of my own. Material
created by others is identified as such.

12. Summary
• While a small and short example, one can see
how pulling together a variety of data points,
assessing and determining a consensus is
helpful for evaluating any market for
directional indicators.
• In this case, again IMO, the consensus is that
VDI is experiencing increased adoption at an
accelerated pace.
Opinions are that of my own. Material
created by others is identified as such.