Microsoft's No. 1 rival is a household name, Google. But a strong candidate for No. 2 is a company that is scarcely known outside the technology industry, reports the New York Times: VMware, the leader in so-called virtual machine software, which allows a computer to run two or more operating systems at once. "VMware is definitely a threat," said Gary Chen, an analyst at research firm IDC. "After Google, it is the company Microsoft fears most." Google and VMware pose a broadly similar challenge to Microsoft, by potentially undermining the dominance of its most lucrative products, desktop software and operating...

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