Tim Crawford21
Wonder if VMware can truly maintain longer term considering the formidable headwinds from alternative solutions?
Bert Latamore
VMware dominant in server virtualization, can leverage that to ntowrk, storage. Question is vCloud vs AWS, Azure, IBM CLoud, Helion, etc.
Tim Crawford
I want to see VMware succeed...but am also a realist on where tech is headed.
Bert Latamore
I own no stock in any of the vendors. This is a very interesting decade in the industry.
John Furrier
Pat Gelsinger said years ago "if you're not out front of that next big wave you become driftwood". VMware is the Pat G and team staying the course
Bert Latamore
@furrier Great quote!
Tim Crawford
@furrier But is VMware really out front of the next big wave? IMHO: They're risking dragging behind.
John Furrier
I see this as offensive all the way Pat Gelsinger is not a defensive player #WestCoastOffense
Dave Vellante
the legacy of tucci, gelsinger, Carl E, Goulden et al will depend on their ability to navigate those headwinds...